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home / news releases / NET - Polen Global Emerging Markets Growth Q1 2022 Portfolio Manager Commentary

NET - Polen Global Emerging Markets Growth Q1 2022 Portfolio Manager Commentary

Cloudflare Inc - Class A
  • Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in.
  • Over the first quarter of 2022, the Polen Global Emerging Markets Growth Composite Portfolio returned -14.68% gross and -14.96% net of fees.
  • The top relative and absolute contributors to returns over the first quarter included Phu Nhuan Jewelry JSC, Mobile World Investment Corp., and Discovery, Inc.
  • The top relative and absolute detractors over the quarter included Yandex N.V., VK Company Ltd., and Prosus N.V.

For further details see:

Polen Global Emerging Markets Growth Q1 2022 Portfolio Manager Commentary
Stock Information
Company Name: Cloudflare Inc - Class A
Stock Symbol: NET
Market: NYSE
Website: cloudflare.com
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