Polen International Growth Fund’s Q2 2022 Investor Letter

Polen Capital, an investment management company, released its “Polen International Growth Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here. In the second quarter, the fund returned -17.72%% net of fees compared to a -13.72% return for the MSCI All Country World ex-USA Index. Consumer discretionary, health care, and information technology sectors detracted in the second quarter and contributed negatively to the fund’s performance. In addition, please check the fund’s top five holdings to know its best picks in 2022.