AN UPDATE ON THE POLEN CAPITAL GLOBAL SMALL AND MID CAP FUND
Polen Capital’s Portfolio Managers Greg McIntire and Rayna Lesser Hannaway, alongside Roger Montgomery, Founder and Chairman of Montgomery Investment Management.
KEY HIGHLIGHTS
Performance drivers: Analysis of the challenges faced by the Polen Capital Global Small and Mid Cap Fund.
Portfolio fundamentals: An in-depth exploration of the Fund’s strategy and the current market environment.
Opportunities: Examination of structural and tactical opportunities in the small and mid cap space.
Stock deep dive: Detailed discussion on two stocks in the portfolio Endava and Paycom.
Q&A session: Answers to your questions.
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