Brookdale Senior Living (BKD): Favorable Senior Housing Demographics Reaffirm Long-Term Thesis

Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here. During Q3 2026, the Polen 5Perspectives Small Growth Composite Portfolio returned -14.1% net of fees, lagging the Russell 2000 Growth Index’s -9.4%. The quarter began with a selloff in AI equities but recovered to a mid-August high before a rate hike from the Fed led to a correction. The analysis suggests a shift from AI infrastructure...