WMMVF - Polen Capital International Growth Portfolio Manager Commentary Q3 2020
- Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through.
- During the third quarter of 2020, the Polen International Growth Composite Portfolio returned 10.33% gross of fees. The MSCI ACWI ex-USA returned 6.25%.
- Holdings in the consumer discretionary,information technology and healthcare sectors contributed the most to Portfolio returns during the third quarter.
- During the quarter, we initiated a position in Aonand trimmed our positions in the followingcompanies: RELX, Experian, Bunzl, and Coloplast.
- Given the day’s uncertainty, our emphasis on quality in the Portfolio is more important nowt than ever.
For further details see:
Polen Capital International Growth Portfolio Manager Commentary Q3 2020