Polen Capital Global Small and Mid Cap Fund 30 June 2022 Update
Our timing of the launch of the Polen Capital Global Small and Mid Cap Fund has unfortunately coincided with a broad global sell-off that has been tough to navigate for investors who focus on quality and growth.
While even the strongest businesses can experience bouts of indiscriminate selling, Polen Capital have used this market dislocation as an opportunity to become owners of great businesses that rarely go “on-sale” given their competitive leadership and resiliency.
In this short video, Roger sat down with Portfolio Manager Rob Forker to discuss the Fund’s challenged performance, current market conditions and the Fund’s optimistic outlook. Rob highlights a promising stock holding in Euronext (EPA: ENX) and shares his confidence that over the long term the Fund’s performance will track the compelling fundamentals of the underlying portfolio companies to deliver value for investors.