Polen U.S. Small Company Growth’s Q4 2021 Investor Letter

Polen Capital, an investment management firm, published its “Polen U.S. Small Company Growth” fourth quarter 2021 investor letter – a copy of which can be downloaded here. For the fourth quarter, the Polen U.S. Small Company Growth Composite Portfolio (the “Portfolio”) returned 1.59% gross and 1.34% net of fees, outperforming the 0.01% return for the Russell 2000 Growth Index (the “Index”). The Portfolio also produced solid results over the full year, on both an absolute basis and relative to the Index return of 2.83%. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.