Polen Focus Growth Strategy’s Q4 2025 Investor Letter

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q4 2025 investor letter. In Q4 2025, the Polen Focus Growth strategy delivered a -1.37% gross return, underperforming the Russell 1000 Growth Index (+1.12%) and the S&P 500 (+2.66%), as concentrated mega‑cap leadership and AI valuation concerns drove market volatility. The fund faced headwinds from market rotation and valuation pressures but remained disciplined in its investment approach, focusing on companies with durable competitive advantages and diversified earnings. Portfolio adjustments were made to optimize long-term growth potential, and despite short-term challenges, the fund maintains a constructive medium- to long-term outlook, expecting broader market opportunities beyond narrow leadership trends to support balanced returns for investors. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Polen Focus Growth Strategy’s Q4 2025 investor letter can be downloaded here.