- 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