1Q2019 – International Growth Commentary

  • During the first quarter of 2019, the Polen International Growth Composite Portfolio (the “Portfolio”) returned 12.51% gross of fees. The MSCI All Country World Index (ex-US) (the “Index”) returned 10.32%.
  • During the first quarter of 2019, our holdings in the Information Technology, Consumer Discretionary and Communications Services sectors contributed most to Portfolio returns. Holdings in the Industrials sector were a headwind.

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