- The Polen International Small Company Growth strategy launched January 2, 2019 with an objective aligned with our firm’s mission: Preserve and grow client assets to protect their present and enable their future
- We will achieve the Portfolio’s objectives through concentrated investments in high-quality small company growth businesses outside the United States.
- During the first quarter of 2019, the Polen International Small Company Growth Composite Portfolio (the “Portfolio”) returned 16.25% gross of fees. The MSCI ACWI ex USA Small Cap Index (the “Index”) returned 10.26%. The Portfolio outperformed the Index by 599 basis points during the quarter.
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