Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Polen's EM Growth strategy outperformed its index with a 12.60% net return in Q2 2025, led by strong stock selection in companies like Tencent Music and dLocal. The fund is actively tilting away from competitive Chinese consumer-tech platforms and shifting capital toward global-facing structural manufacturing compounders.
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Polen's EM Growth strategy outperformed its index with a 12.60% net return in Q2 2025, led by strong stock selection in companies like Tencent Music and dLocal. The fund is actively tilting away from competitive Chinese consumer-tech platforms and shifting capital toward global-facing structural manufacturing compounders.
