Polen Capital International Growth Fund’s Q1 2022 Investor Letter

Polen Capital, an investment management firm, published its “Polen International Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. Over the first quarter of 2022, the Portfolio returned -13.94% gross and -14.17% net of fees, respectively, versus the -5.45% return for the MSCI All Country World ex-USA Index (the “Index”).  Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.