Polen Focus Growth’s Q2 2021 Investor Letter

Polen Capital, an investment management firm, published its “Polen Focus Growth” second quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly return of 13.25% was delivered by the fund for the Q2 of 2021, outperforming both its Russell 1000 Growth benchmark that delivered an 11.93% return, and the S&P 500 Index that had an 8.55% gain for the same period. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.