Polen Capital
Polen 5Perspectives Small Mid Growth
Mid-cap Growth
Mar 2026 → Sep 2026
Our archive holds 3 letters from this strategy and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year · follow all of Polen Capital for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+8.1%index +7.3%
- 1Y+7.9%index +7.6%
- 3Y · /yr+27.5%index +14.9%
- 5Y · /yr+7.2%index +3.5%
- 10Y · /yr+17.5%index +10.6%
- Inception · /yr+12.4%index +9.5%
Index: Russell 2500 Growth
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Polen 5Perspectives Small Mid Growth | +8.1% | +7.9% | +27.5% | +7.2% | +17.5% | +12.4% |
| Russell 2500 Growth | +7.3% | +7.6% | +14.9% | +3.5% | +10.6% | +9.5% |
Since inception: Inception (10-1-2005)
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
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