Polen Capital, an investment management company, released its “Polen Global SMID Company Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned -6.59% gross and -6.64% net of fees compared to -3.55% return for the MSCI ACWI SMID Capitalization Index. Negative security selection drove the underperformance of the […]
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