THE SPEED OF THE MARKET DECLINE AND THE AGGREGATE LOSSES AS OF YEAR-END 2022 MADE ONE OF THE MOST CHALLENGING YEARS FOR THE MARKET.
POLEN CAPITAL IDENTIFY WHY THEY SOLD FOUR LONG-TERM HOLDINGS, NIKE, ADIDAS, STARBUCKS, AND META PLATFORMS AND INITIATED THREE NEW POSITIONS, THERMO FISHER SCIENTIFIC, SERVICENOW, AND ESTÉE LAUDER IN THE POLEN CAPITAL GLOBAL GROWTH FUND.