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Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor …
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Key Points Florance acquired 83,300 shares at $29.89 per share for a total transaction value of ~$2.5 million on August 4, 2026. The acquisition increased the insider’s direct equity holdings by 5%, bringing the position to ~1.8 million shares. This transaction was conducted through …
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