In its Q3 2026 commentary, Polen Capital said the Global Growth Composite Portfolio returned 3.45% net, beating the MSCI ACWI Index's 1.60% by 1.85 percentage points.
Polen Capital’s Q3 2026 commentary says the portfolio established new positions in Seagate Technology, Advanced Micro Devices and SK Hynix, while reducing its holdings in NVIDIA and Broadcom.
Polen identified ServiceNow, Shopify and Microsoft as the portfolio's leading relative contributors. Tokyo Electron, Apple — which the portfolio did not own — and GE Aerospace were its largest relative detractors. The commentary also described memory as a historically cyclical business.
The Global Growth strategy is separate from Polen's 5Perspectives Large Growth Composite Portfolio, which EconoTimes reported returned negative 0.04% in Q3 2026.
