RVLV - Polen Capital U.S. Small Company Growth Portfolio Manager Commentary Q4 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.
- The Polen U.S. Small Company Growth Composite Portfolio returned 29.14%, gross of fees, in the fourth quarter versus 29.61% for the Russell 2000 Growth Index.
- Headwinds included an underweight to the health care sector, while stock selection and an overweight in the information technology sector supported returns.
- During the quarter, we added to our positions in Wingstop and Medspace and initiated positions in Simulations Plus and Endava.
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Polen Capital U.S. Small Company Growth Portfolio Manager Commentary Q4 2020