Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary – a copy of which can be downloaded here. During the first quarter of 2020, the Polen Global Growth Model Portfolio returned -12.68% gross of fees, while the MSCI AllCountry World Index was down 21.36%.
In the said letter, Polen Capital highlighted a few stocks and O’Reilly Automotive Inc (NASDAQ:ORLY) is one of them. O’Reilly Automotive is an...
