Polen 5Perspectives Small-Mid Growth Portfolio falls 12.5% in Q3 2026, underperforming Russell 2500 Growth Index.

In Q3 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -12.5% net of fees, underperforming the Russell 2500 Growth Index which fell by -10.4%. Key positive contributors to the portfolio's relative performance included Twist Bioscience, Twilio, and Embraer, while nLight, Terawulf, and BWX Technologies were the main detractors. This performance highlights the challenges faced by the portfolio in a declining growth market. Polen Capital continues to focus on high conviction, quality growth investments with the aim of long-term outperformance.

As of Oct 15, 2026 16:11 WIB, Twist Bioscience trades at USD 144.00 on Pluang, down 2.81% in the last day. Twilio shares are priced at USD 268.99 with a 1-day decline of 0.79%. BWX Technologies is at USD 132.96, falling 1.10% in the same period, reflecting current market pressures on these portfolio contributors.