2Q2019 – International Growth Commentary

  • During the second quarter of 2019, the Polen International Growth Composite Portfolio (the “Portfolio”) returned 4.96% gross of fees. The MSCI All Country World Index ex-USA (the “Index”) returned 2.98%.
  • Our holdings in the information technology and healthcare sectors contributed most to Portfolio returns. Holdings in the communication services and industrials sector were a headwind.

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