Polen Focus Growth Fund’s Q1 2022 Investor Letter

Polen Capital, an investment management firm, published its “Polen Focus Growth Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. During the first quarter of 2022, the Polen Focus Growth Composite Portfolio (the “Portfolio”) returned -13.39% and -13.56%, gross and net of fees respectively. The Russell 1000 Growth Index returned -9.04% (the “Index”) and the S&P 500 (the “S&P”) -4.60%.  Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.