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 Global Growth underperformed the MSCI ACWI in Q2 2025, returning 7.87% net versus 11.53% for the index, heavily impacted by zero exposure to semiconductor cyclicals. The fund selectively added Starbucks and IDEXX Laboratories while fully exiting Globant.
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Polen Global Growth underperformed the MSCI ACWI in Q2 2025, returning 7.87% net versus 11.53% for the index, heavily impacted by zero exposure to semiconductor cyclicals. The fund selectively added Starbucks and IDEXX Laboratories while fully exiting Globant.
