Fund Newsletters

Selected fund newsletters aggregated from public sources

Selected Quarterly & Annual Newsletters from Funds

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

BlackLine, Inc. develops and markets enterprise software. The Company offers cloud-based software that automates and manages complex, manual, and repetitive accounting processes. BlackLine serves customers in the United States.

<ul><li>Polen Capital is a high-conviction growth investment manager.</li><li>Over the first quarter of 2022, Polen Global SMID Company Growth Composite Portfolio returned -22.37% gross and - 22.48% net of fees, respectively, versus the -6.41% return of the MSCI ACWI SMID Capitalization Index.</li></ul>

Blackline Inc

Polen Global SMID Company Growth Q1 2022 Portfolio Manager Commentary