Polen Capital International Growth Strategy’s Q2 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen International Growth Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here. The strategy returned 5.92% gross and 5.70% net of fees, respectively, in the second quarter compared to a 2.44% return for the MSCI ACWI (ex-USA). International stocks continued moving higher in the second quarter and they have risen by more than 20% since hitting lows in October 2022. In addition, please check the fund’s top five holdings to know its best picks in 2023.