While we maintain a strong focus on individual stock selection, we are of course monitoring the employment and inflation backdrop, with an eye toward potential impacts on the companies in which we ...

In mid-2021, Brown Capital Management Small Company was flying high. Performance was great. Its management team was stable and clicking. Its atypical approach was working well. Sure, the fund was ...

During the fourth quarter of 2025, the Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross compared to the 1.2% return of the Index. During the quarter, Bloom Energy announced ...

VUG offers exposure to large-cap industry leaders, while IWO focuses on small-cap growth names with higher volatility. VUG delivered stronger 1-year and 5-year total returns, but IWO excels in periods ...

VBK charges a lower expense ratio and holds a much larger asset base than SLYG. VBK has delivered a higher 1-year total return but experienced a deeper five-year drawdown. Sector tilts show both funds ...

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen 5Perspectives Small Growth Strategy”. The Polen 5Perspectives Small Growth Composite Portfolio ...