Polen Capital, an investment management firm, published its “Polen Global Growth” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 1.39% was delivered by the fund for the Q1 of 2021, trailing its MSCI All-Country World benchmark that delivered a 4.58% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Polen Global Growth Fund, in its Q1 2021 investor letter, mentioned Alibaba Group...
