# Polen Global Growth Posts 3.5% Return, Outperforms Benchmark By Enna Lee Canonical URL: https://www.tokenpost.com/news/investing/56787 Published: 2026-11-13T14:46:47.000Z Updated: 2026-11-13T14:46:47.000Z Section: Investing > The portfolio initiated a Seagate Technology position, added exposure to Advanced Micro Devices and SK Hynix, and trimmed Nvidia and Broadcom. 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. ## Links in this article - [5Perspectives Large Growth Composite Portfolio](https://www.tokenpost.com/news/investing/49297)