News

Polen Global Growth Portfolio Q2 2025 Commentary
During the quarter, Polen Global Growth Portfolio returned 8.16% gross of fees (7.87% net of fees) compared to 11.53% for the ...
Polen Focus Growth Strategy Decided to Exit Its Position in UnitedHealth Group (UNH)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor ...
Here’s Polen Focus Growth Strategy’s Comment on Oracle (ORCL)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor ...
Polen Focus Growth Strategy Exited Apple (AAPL) in Q2. Here’s Why
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment ...
Insider Monkey2mon
Polen Capital Global Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.Global equity markets experienced a surge in volatility in 2025 ...
Insider Monkey8mon
Polen Focus Growth Strategy: ServiceNow (NOW) is a Great Example of a ...
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Polen International Growth Portfolio Q2 2025 Commentary
The second quarter was marked by volatile market conditions, including ongoing trade tensions and heightened policy ...