Polen Capital's 2025 Strategy Update
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Polen Capital , an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
Global equity markets experienced a surge in volatility in 2025 due to US tariffs, with the "Magnificent 7 " falling 15% and semiconductors dropping 19% U.S. stocks lagged, with international equities surpassing them by nearly 10% due to a weakening dollar and a significant tariff shock after the quarter 's close.
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