Polen Capital U.S. Small Company Growth Strategy’s Q1 2025 Investor Letter

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter. In Q1 2025, optimism fueled by the Trump election shifted to fear and uncertainty due to apprehension about cost-cutting measures and emerging trade policies. In the first quarter, the fund delivered -10.53% gross, and -10.83% net of fees, compared to a -11.12% return for the Russell 2000 Growth Index. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.

A copy of Polen Capital U.S. Small Company Growth Strategy’s Q1 2025 investor letter can be downloaded here.