What Makes On Holding AG (ONON) an Investment Bet?

Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here. The strategy rose 3.25% (net of fees) in the third quarter compared to an 8.06% return for the MSCI ACWI (ex-USA) index. After a relatively peaceful first half of 2024, bouts of volatility from various sources hit international markets in Q3. In addition, please check the fund’s top five holdings to know its...