Polen’s Q2 2021 portfolio commentary


In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. Leading contributors were dominant tech-based companies and in this video Jeff talks about portfolio holdings Adobe, and the recently acquired AON.

If you would like to learn more about the current Polen Capital Global Growth portfolio, please see our recent article: Polen Capital: A nice start


View all funds