Polen International Growth’s Q4 2021 Investor Letter

Polen Capital, an investment management firm, published its “Polen International Growth” fourth quarter 2021 investor letter – a copy of which can be downloaded here. A return of 6.59% was delivered by the fund for the third quarter of 2021, outperforming the MSCI All Country World ex-USA Index (the “Index”) by 4.65% in the quarter. For the year, the Portfolio returned 7.10% versus the Index return of 7.82%. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.