Polen Capital International Growth Strategy’s Q3 2022 Investor Letter

Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2022 investor letter. A copy of the same can be downloaded here. The portfolio returned -9.26% net of fees in the third quarter compared to -9.91% return for the MSCI ACWI (ex-US) Index. The portfolio’s outperformance in the quarter was driven by underweight exposure to the financials and industrials sectors and zero-weight exposure to materials sector. In addition, please check the fund’s top five holdings to know its best picks in 2022.