Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy of which can be downloaded here. During the first quarter of 2020, the Polen Focus Growth Composite Portfolio returned -13.03% gross of fees, while the Russell 1000 Growth and S&P 500 indices were down 14.10% and 19.60%, respectively.
In the said letter, Polen Capital spoke about Alphabet Inc. (NASDAQ:GOOG) and Visa Inc. (NYSE:V) stocks....
