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

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter. The initial market optimism after the Presidential election gave way to fear and uncertainty in the first quarter of 2025. Against this backdrop, the fund returned -12.38% gross, and -12.65% net of fees compared to the Russell 2500 Growth Index return of -10.80%. 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. SMID Company Growth Strategy’s Q1 2025 investor letter can be