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Polen Global Growth Posts 3.5% Return, Outperforms Benchmark

The portfolio initiated a Seagate Technology position, added exposure to Advanced Micro Devices and SK Hynix, and trimmed Nvidia and Broadcom.

By Enna Lee
Published
A hard drive sits beside a silicon wafer and semiconductor packages / TokenPost.ai
A hard drive sits beside a silicon wafer and semiconductor packages / TokenPost.ai

The Polen Global Growth Composite Portfolio posted a 3.5% return after fees in the third quarter, finishing 1.9 percentage points ahead of its benchmark, the MSCI ACWI Index.

The index gained 1.6% over the same period. The portfolio initiated a position in Seagate Technology, added exposure to Advanced Micro Devices (AMD) and SK Hynix, and trimmed Nvidia and Broadcom.

The allocation changes concern Polen Global Growth. Polen’s 5Perspectives Large Growth Composite Portfolio is a separate strategy.

Enna Lee

Reporter

Enna Lee reports on investing and digital-asset markets for TokenPost. Send corrections or tips to info@tokenpost.com.

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