Polen Capital International Growth Strategy’s Q1 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen International Growth Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here. The strategy returned 13.85% net in the first quarter compared to a 6.87% return for the MSCI ACWI (ex-USA). Most of the companies the fund owns continue to deliver steady growth, and the portfolio outperformed its benchmark. In addition, please check the fund’s top five holdings to know its best picks in 2023.