Polen International Small Company Growth’s Q2 2021 Investor Letter

Polen Capital, an investment management firm, published its “Polen International Small Company Growth” second quarter 2021 investor letter – a copy of which can be downloaded here. A gross return of 8.00% was delivered by the fund for the Q2 of 2021, outperforming its MSCI ACWI ex-US Small Capitalization benchmark that delivered a 6.35% 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.