- 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.
- The Polen Global Emerging Markets Growth Composite Portfolio was largely flat for the quarter, returning 0.17% gross of fees. This trailed the MSCI Emerging Markets Index return of 2.29%.
- During the quarter, we trimmed some of our strongest performers and added to areas of the Portfolio where we saw share price dislocation.
- We anticipate that the emerging market recovery will be subdued in the near term, as progress in the fight against COVID-19 and vaccination will vary among emerging market countries and regions. However, we remain optimistic about the long-term opportunities for emerging markets investing.
For further details see:
Polen Global Emerging Markets Growth Portfolio Manager Commentary - 1Q 2021