Polen Global Emerging Markets Growth’s Q2 2021 Investor Letter

Polen Capital Management, an investment management firm, published its “Polen Global Emerging Markets Growth Fund” second-quarter 2021 investor letter – a copy of which can be downloaded here. The Polen Global Emerging Markets Growth Composite Portfolio (the “Portfolio”) was largely flat for the quarter, returning 0.17% gross of fees. This trailed the MSCI Emerging Markets Index (the “Index”) return of 2.29%. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.