Polen Capital Management recently published its Q4 Investor Letter – a copy of which can be downloaded here. A return of 7.70% was recorded by the fund for the Q4 of 2020, below its MSCI All-Country World benchmark that delivered a 14.69% return. You can see the fund’s top best for 2021 in their letter.
Polen Global Growth said in their letter that SAP SE (NYSE: SAP) was one of the top detractors for the fund during the fourth quarter of 2020. SAP SE is a global software corporation that...
