Autohome Inc (Adr)
Polen Global Emerging Markets Growth Q1 2022 Portfolio Manager Commentary
Equity Bottom-Up305 Views, 13 May 2022 17:37
EXECUTIVE SUMMARY
- Polen Capital is a high-conviction growth investment manager.
- Over the first quarter of 2022, the Polen Global Emerging Markets Growth Composite Portfolio returned -14.68% gross and - 14.96% net of fees.
- The top relative and absolute detractors over the quarter included Yandex N.V.