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 strategy in the year. In addition, please check the fund’s top five holdings to know its best picks in 2022.