In Q1 2026, Polen International Growth Portfolio returned -14.4% (net of fees) compared to -0.7% for the Index.
Competitive threats must be taken seriously and dealt with proactively.
Many of the world's leading companies are based internationally, yet for much of the past 15 years they have been underappreciated.
Hiroshi Watanabe/DigitalVision via Getty Images
Summary
We are committed to evolving with changing market conditions while remaining grounded in our core principles. Those core principles of concentration, quality, and growth remain unchanged, but we believe our execution can and should improve.
