Polen Focus Growth's surprisingly weak performance in 2022's first quarter does not reflect the prudence of its approach and strength of its experienced team. It retains its Morningstar Analyst Rating of Silver.
Will POLIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POLIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the POLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of POLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.