Polen Focus Growth’s Q4 2021 Investor Letter

Polen Capital, an investment management firm, published its “Polen Focus Growth” fourth quarter 2021 investor letter – a copy of which can be downloaded here. During the fourth quarter of 2021, the Polen Focus Growth Composite Portfolio (the “Portfolio”) returned 5.24% and 5.07% gross and net of fees, respectively. The Russell 1000 Growth Index (the “Index”) returned 11.64%, and the S&P 500 (the “S&P”) 11.03%.  Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.