Polen 5Perspectives Small-Mid Growth Q1 2026 Portfolio Review

During Q1 2026, Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively. The top contributors were Sandisk Corp., Bloom Energy, and TechnipFMC. The most significant detractors were SoFi Technologies, Figure Technology Solutions, and Affirm Holdings.