Polen Capital U.S. Small Company Growth Strategy’s Q4 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2023 investor letter. In the fourth quarter, the fund delivered 10.46% gross and 10.22% net of fees compared to a 12.75% return for the Russell 2000 Growth Index. The firm views the performance in many respects as evidence of the stability of its investment approach in the face of frequent and significant market swings. In addition, please check the fund’s top five holdings to know its best picks in 2023.

A copy of Polen Capital U.S. Small Company Growth Strategy’s Q4 2023 investor letter can be downloaded here.