Polen Global Growth's Q3 2025 Portfolio: A Mix Of Durable Earnings Growth And Conviction

2025-10-27 20:30:00 ET

The following segment was excerpted from Polen Global Growth Q3 2025 Commentary

Portfolio Performance & Attribution

In Q3 2025, the Polen Global Growth Composite Portfolio (the "Portfolio") returned 3.0% gross of fees and 2.7% net of fees compared to 7.7% for the MSCI ( MSCI ) All Country World Index (the "Index"). Top relative contributors to the Portfolio's performance included Oracle ( ORCL ) , Shopify ( SHOP ) , and Icon . The top absolute contributors were Oracle , Shopify , and Alphabet (GOOG) (GOOGL) ....

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