2024-02-23 05:40:00 ET
Summary
- Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in.
- During the fourth quarter, the International Growth Composite Portfolio outpaced the MSCI ACWI ex-USA Index.
- The Portfolio holds competitively advantaged businesses whose weighted average earnings are expected to grow at a mid-teens rate over time.
Seeks Growth & Capital Preservation (Performance (%) as of 12-31-2023)
Qtr | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception | |
15.59 | 29.29 | 29.29 | -0.64 | 7.18 | - | 8.95 | |
Polen International Growth (Net) | 15.23 | 27.73 | 27.73 | -1.57 | 6.26 | - | 8.02 |
MSCI ACWI (ex-USA) | 9.75 | 15.62 | 15.62 | 1.55 | 7.09 | - | 6.33 |
Read the full article on Seeking Alpha
For further details see:
Polen International Growth Q4 2023 Commentary