Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter. The fund struggled during the third quarter of 2026 as volatility in AI-related equities, shifting investor expectations, and renewed concerns about inflation and interest rates weighed on small- and mid-cap growth stocks. The portfolio returned -12.52% net of fees, underperforming the Russell 2500 Growth Index, which declined 10.35%; however, the...
