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Polen Global SMID Company Growth Q4 2023 Portfolio Manager Commentary

Polen Global SMID Company Growth Q4 2023 Portfolio Manager Commentary
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Should You be Confident in Five Below (FIVE)?

Wasatch Global Investors, an investment management firm, released its “Wasatch Small Cap Growth Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here.

Greedy When Others are Fearful : Warren Buffett s New Stock Picks Since 2022 Market Peak

Goosehead Insurance (GSHD) Continued to Deliver Results Ahead of Expectations

Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be downloaded here. The portfolio returned -5.00% gross and -5.26% net of fees in the third quarter compared to a -6.84% return for the Russell 2500 Growth Index. The portfolio returned 11.68% […]

Floor & Decor Holdings (FND) Rose 40% in Q1

Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here. In the first quarter, the fund rose 7.07% (Institutional Shares) compared to a 2.39% return for the MSCI US REIT Index (the “REIT Index”) and a 4.73% return for the […]

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