Polen Capital’s Q2 Focus Growth Commentary

Polen Capital, a global investment manager, recently published the second-quarter 2018 focus growth strategy commentary. During the second quarter of 2018, the Polen Focus Growth Composite Portfolio returned 9.06% gross of fees, compared to 5.75% for the Russell 1000 Growth Index and 3.43% for the S&P 500. Year to date, the portfolio has returned 12.78% gross of fees versus 7.25% for the Russell 1000 Growth and 2.65% for the S&P 500.

Align Technology and Adobe Systems were top performers, similar to the first quarter. NIKE was also a top contributor as the temporary headwinds in its business seem to be subsiding. Leading detractors were Starbucks Corp., Oracle Corp. and Booking Holdings.

Click here to download a copy of Polen Capital’s Q2 focus growth commentary.