- 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 Q320, the Polen Focus Growth Composite Portfolio returned 10.15% gross of fees versus 13.22% for the Russell 1000 Growth Index and 8.93% for the S&P 500.
- The U.S. election is just around the corner, and while the outcome is uncertain, we believe the operating environment for our businesses over the long run is unlikely to change materially.
- In the third quarter, we initiated new positions in UnitedHealth Group and Intuitive Surgical and eliminated our position in ADP.
For further details see:
Polen Capital Focus Growth Portfolio Manager Commentary Q3 2020