Polen Capital, an investment manager that is based in Florida, has just released three investor letters, each for one of its main strategies – Polen Global Growth Strategy (letter), Polen Focus Growth Strategy (letter), and Polen Focus Growth Strategy (whose letter you can download below). In Polen International Growth’s letter, the firm disclosed Q1 2019 return of 12.51% gross of fees, versus return of 10.32% for MSCI All Country World Index (ex-US) (the “Index”) in the same...