Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. The fund outperformed the Russell 1000 Growth Index in the third quarter of 2026, as investors began distinguishing between businesses vulnerable to artificial intelligence disruption and those positioned to benefit from AI adoption. The Portfolio returned 4.46% net of fees, outperforming the Index’s 0.92% gain by 3.54 percentage points. However, its year-to-date net...
