Polen Capital Management’s International Growth Fund’s Q4 2020 Investor Letter

Polen Capital Management, a high-conviction growth investment management firm, published its “Polen International Growth Fund” fourth quarter 2020 investor letter – a copy of which can be downloaded here. A return of 4.79% was recorded by the fund in the fourth quarter of 2020, below its MSCI All Country World benchmark that delivered a 17.02% return in the same period. For the full year of 2020, the Portfolio returned 12.75% versus 10.65% for the Index. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.