Polen Capital, an investment management company, released its Q3 2026 investor letter for its “5Perspectives Growth Opportunities Strategy”. The Portfolio fell 6.2% in Q3 2026, underperforming the Russell 3000 Growth Index’s 0.5% gain. Twist Bioscience, CrowdStrike, and an underweight in Micron helped relative performance, while Argan, an underweight in Microsoft, and Bloom Energy detracted. Despite market volatility, the Fund sees AI fundamentals as intact and is gradually shifting...
Polen 5Perspectives Growth Opportunities’ Q3 2026 Investor Letter
