Polen Global Growth’s Q2 2021 Investor Letter

Polen Capital, an investment management firm, published its “Polen Global Growth” second quarter 2021 investor letter – a copy of which can be downloaded here. A return of 10.37% was delivered by the fund for the Q2 of 2021, outperforming its MSCI All-Country World benchmark that delivered a 7.40% return 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.