Polen 5Perspectives Large Growth Composite Portfolio Q2 2026 Commentary

During the second quarter of 2026, the Polen 5Perspectives Large Growth Composite Portfolio returned 26.63% net of fees compared to the 16.74% return of the Russell 1000 Growth Index. The top contributors to relative performance in the period were Advanced Micro Devices, Intel, and Nebius Group. Consistent with recent history, the Portfolio continued to have its largest absolute exposure to the Technology sector and that exposure grew over the course of the quarter.