Polen 5Perspectives Large Growth Strategy’s Q3 2026 Investor Letter

Polen Capital, an investment management company, released its “5Perspectives Large Growth Strategy” Q3 2026 investor letter. In Q3 2026, the Polen 5Perspectives Large Growth Composite returned 0.0%, trailing the Russell 1000 Growth Index’s 0.9%. The quarter saw heightened market volatility, particularly among AI equities, driven by concerns over hyperscaler capex and crowded trades. This triggered a concentrated selloff in semiconductor and AI infrastructure suppliers. The portfolio...