Polen Global SMID Company Growth’s Q4 2021 Investor Letter

Polen Capital, an investment management firm, published its “Polen Global SMID Company Growth” third quarter 2021 investor letter – a copy of which can be downloaded here. Over the fourth quarter of 2021, the Polen Global SMID Portfolio (the “Portfolio”) returned -1.28% gross and -1.76% net of fees, versus the 3.29% return for the MSCI ACWI SMID Capitalization Index (the “Index”).  Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.