- 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 a prudent and disciplined long-term investment approach.
- During the second quarter of 2021, the Polen Global Growth Composite Portfolio returned 10.37% gross of fees versus the MSCI All- Country World Index return of 7.40%. Year to date, the Portfolio has returned 11.90% gross of fees versus 12.32% for the Index.
- After a period in which cyclical businesses and many of last year’s laggards generally saw a rebound, the market settled into what we view as more normalized behavior where quality and fundamentals were better reflected in share price performance.
- Turnover was low during the quarter, as is often the case. We purchased Aon, sold Inditex and Coloplast, added to Amazon, and trimmed Zoetis.
For further details see:
Polen Capital Global Growth Portfolio Manager Commentary Q2 2021