Long8035.TJun 2026
Tokyo Electron Limited
Tokyo Electron was the portfolio's top-performing holding during the quarter as investors rewarded companies directly enabling the AI infrastructure buildout. The company is a…
Polen International Growth seeks long-term growth and capital preservation by owning high-quality international companies with durable competitive advantages. The strategy is fundamentally driven and increasingly emphasizes business momentum, timing and opportunity cost while retaining a long-term compounding philosophy.
Tokyo Electron was the portfolio's top-performing holding during the quarter as investors rewarded companies directly enabling the AI infrastructure buildout. The company is a…
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