Polen Capital U.S. SMID Company Growth Strategy’s Q1 2023 Investor Letter

Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here. The portfolio returned 11.81% gross and 11.49% net of fees in the first quarter compared to a 6.54% return for the Russell 2500 Growth Index. The company believes that focusing on well-positioned high-quality growth companies will help generate superior long-term returns over the next 5 years. In addition, please check the fund’s top five holdings to know its best picks in 2023.