Polen Capital International Growth Strategy’s Q4 2022 Investor Letter

Polen Capital, an investment management company, released its “Polen International Growth Strategy” fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. The strategy returned 9.23% net in the fourth quarter compared to a 14.28% return for the MSCI ACWI (ex-USA). For 2022, the return was -30.00% net compared to -16.00% for the benchmark. The healthcare, information technology, and consumer discretionary sectors contributed to the underperformance of the...