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Polen Small-Cap Portfolio Outpaces Benchmark With 2.70% Third-Quarter Return

The portfolio returned 2.48% net of fees; the fund added Codan Limited and Hiab and exited Camtek and Kalmar.

Two steel bars rest at different heights on a precision balance scale / TokenPost.ai
Two steel bars rest at different heights on a precision balance scale / TokenPost.ai

The Polen International Small Cap Equity Composite Portfolio outperformed its benchmark in the third quarter, returning 2.70% gross of fees compared with the index’s 2.08% gain.

The portfolio returned 2.48% net of fees. The benchmark was the MSCI ACWI ex-US Small Cap Index.

During the quarter, the Polen International Small Cap Fund added Codan Limited and Hiab and exited Camtek and Kalmar.

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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