Polen Emerging Markets Growth Portfolio Q4 2024 Commentary
Source: SeekingAlpha
2025-03-11 00:25:00 ET
Summary
- Emerging market equity returns, as measured by the MSCI Emerging Markets Index, were negative over the period, mainly pulled down by weaker performance in India, Korea, and Brazil.
- Over the fourth quarter, the portfolio returned -5.80% gross of fees and -6.00% net of fees, outperforming the MSCI Emerging Markets Index, which returned -8.01%.
- We initiated one new position over the quarter, sold out of one, and made minor adjustments to existing holdings.
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Polen Emerging Markets Growth Portfolio Q4 2024 Commentary
Nu Holdings Ltd. Class A
NASDAQ: NU
NU Trading
-3.04% G/L:
$14.5239 Last:
28,144,076 Volume:
$14.75 Open:
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$84,663,832,305
4,770,472,054
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367
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Banking
Finance
KY
Grand Cayman
