- During the first quarter of 2018, the Polen U.S. Small Company Growth Composite Portfolio (the “Portfolio”) returned 2.66% gross of fees. The Russell 2000 Growth Index (the “Index”) returned 2.30%. For the trailing one year, the Portfolio returned 21.39% versus 18.63% for the Index.
- In 2017, our Portfolio realized 23% growth in earnings per share. This exceeded the growth rate of 19% for the Index.
- We continue to expect the Portfolio to have mid-teens or higher earnings per share growth in 2018.
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