CWAN - Polen Capital Q1 2024 U.S. Small Company Growth Commentary

2024-05-12 09:35:00 ET

Summary

• Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in.
• In the first quarter, the Polen Capital U.S. Small Company Growth Composite Portfolio (the “Portfolio”) returned 1.42% gross and 1.11% net of fees compared to 7.58% for the Russell 2000 Growth Index (the “Index”), and 4.77% for the S&P SmallCap 600 Growth Index.
• We added to existing positions in AMN Healthcare, Progyny, SiTime, Clearwater Analytics, Generac, and EXLService Holdings.
• We trimmed our positions in Wingstop and Houlihan Lokey. We eliminated our position in Bumble.

Original Post

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors....

For further details see: