Polen Capital International Growth Strategy’s Q4 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen International Growth Strategy” fourth-quarter 2023 investor letter. The strategy rose 15.23% (net of fees) in the fourth quarter compared to a 9.75% return for the MSCI ACWI (ex-USA) index. Investor sentiment hit its lowest point in October, paving the way for a strong rally in the final months of the year. Quarterly portfolio performance was driven by share price appreciation in the information technology, healthcare, and consumer discretionary sectors. For the full year, the strategy appreciated 27.73% (net of fees) compared to a 15.62% return for the index. In addition, please check the fund’s top five holdings to know its best picks in 2023.

A copy of Polen Capital International Growth Strategy’s Q4 2023 investor letter can be downloaded here.