Polen 5Perspectives Growth Opportunities Portfolio posts 25% Q2 2026 return

The Polen 5Perspectives Growth Opportunities Portfolio delivered a net return of 25.16% in the second quarter of 2026, outperforming the Russell 3000 Growth Index, which returned 17.05%. The portfolio’s strongest contributors were Bloom Energy, Advanced Micro Devices and Nebius Group, while Fastly, BWX Technologies and Palantir Technologies dragged performance.

During the quarter the fund nearly doubled its exposure to technology stocks, reflecting renewed enthusiasm for AI infrastructure, semiconductors and power‑related companies. Market dynamics shifted toward value, energy and financial sectors, with the S&P 500 flat, the Nasdaq down 6.6% and energy prices rising about 22% to roughly $85 a barrel. Treasury yields increased, the Federal Reserve kept rates unchanged, and the U.S. dollar weakened, supporting overseas investments.