Polen Global Growth Q1 2026 Commentary
The Polen Global Growth Portfolio declined 15.7% in the first quarter of 2026, underperforming the MSCI ACWI Index which fell 3.2%, due to volatility driven by concerns over AI disruption and geopolitical tensions in the Middle East. The fund's software holdings were particularly impacted by market fears despite Polen Capital's belief in their long-term resilience. The firm maintains that enterprise software companies are well-positioned to integrate AI agents rather than be displaced by them.
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