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Polen Capital’s Q1 2020 Investor Letter

Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary. During the first quarter of 2020, the Polen Focus Growth Composite Portfolio returned -13.03% gross of fees, while the Russell 1000 Growth and S&P 500 indices were down 14.10% and 19.60%, respectively.

You can download a copy of Polen Capital’s latest investor letter below:

Polen Capital’s Q1 2020 Investor Letter.

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