Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the quarter the fund returned 14.43% (net) compared to 14.16% for the Russell 1000 Growth Index and 11.69% for the S&P 500 Index. For the full year, the fund […]
Over 27,000 jobs across the company have been eliminated since late 2022, with ongoing layoffs this year mainly affecting employees in Amazon's Prime Video, MGM, Twitch, Audible, and Amazon Pay units. Read more.
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Upslope Capital Management, an investment management firm, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. Considering Upslope’s regular defensive approach, Q4 was unusual. The fund returned +15.8% (net) in Q4 compared to +11.5% and +3.6% for the S&P Midcap 400 ETF (MDY) and HFRX Equity Hedge Index, respectively. For […]