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

Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” fourth-quarter 2023 investor letter. The portfolio returned 14.98% gross and 14.65 % net of fees in the fourth quarter compared to a 12.59% return for the Russell 2500 Growth Index. The portfolio returned 29.39% gross and 28.05% net for the full year, compared to 18.93% return for the index. In addition, please check the fund’s top five holdings to know its best picks in 2023.

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