Polen Capital Management (Stan Moss)

Polen Capital Management (Stan Moss) has filed 13F reports from Q2 2013 through Q1 2026. The portfolio has returned 1.5% annualized over five years, with 20.3% volatility and a maximum drawdown of 38.0%. Across all filing periods, 3.8% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.