In the fourth quarter, balance sheets were sound and our portfolio metrics compared favorably to the Russell 2000 Growth universe.
Our mission is to preserve and grow client assets to protect their present and enable their future.
Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in.
Our investment team regularly publishes their latest insights and investment viewpoints.
In the fourth quarter, we added to our position in Sanne Group PLC and initiated a position in Technology One.
In the fourth quarter, the Portfolio outperformed the Index and our holdings in the information technology, consumer discretionary, and health care sectors contributed most to Portfolio returns.