In Q4 2025, the Portfolio returned -1.4% compared to +1.1% for the Index. Top relative contributors to the Portfolio’s performance included Eli Lilly, Meta (not owned), and Shopify. The primary drag ...
In Q4 2025, Polen Capital initiated a new position in Tencent Holdings and Spotify and sold its positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday. Eli Lilly was the top performing ...
Detailed weather forecast for Gdansk in table format.
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