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Here's Why ICON Public Limited Company (ICLR) Outperformed in Q2

Polen Capital, an investment management company, released its “Polen International Growth Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here. The strategy returned 5.92% gross and 5.70% net of fees, respectively, in the second quarter compared to a 2.44% return for the MSCI ACWI (ex-USA). International stocks continued moving higher in […]

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Should You Hold Globant S.A. (GLOB)?

Polen Capital, an investment management company, released its “Polen International Growth Strategy” first-quarter 2022 investor letter. A copy of the same can be downloaded here. The strategy returned 13.85% net in the first quarter compared to a 6.87% return for the MSCI ACWI (ex-USA). Most of the companies the fund owns continue to deliver steady growth, […]

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Here's Why Polen Capital International Growth Strategy Trimmed Accenture plc (ACN) in Q1

Polen Capital, an investment management company, released its “Polen International Growth Strategy” first-quarter 2022 investor letter. A copy of the same can be downloaded here.

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Should You Sell Aon plc (AON) Now? - Insider Monkey

Polen Capital, an investment management company, released its “Polen International Growth Strategy” first-quarter 2022 investor letter. A copy of the same can be downloaded here.

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Should You Hold Globant S.A. (GLOB)? - Insider Monkey

Polen Capital, an investment management company, released its “Polen International Growth Strategy” first-quarter 2022 investor letter. A copy of the same can be downloaded here.

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