Polen Capital
Polen Capital 5Perspectives Ultra-Small Growth
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Polen Capital for every strategy.
What it bought and sold
We exited the position during the period as our process led us to redeploy capital into opportunities where we saw a more compelling combination of thematic tailwinds, fundamentals, and technical characteristics.
Also held
- Vishay Precision Group
- Babcock & Wilcox Enterprises
- Rackspace Technology
- AEHR Test Systems