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YahooAugust 14, 2026 at 10:03 AM NY21 days ago

Howmet Aerospace (HWM): A Critical Aerospace Supply Chain Play

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

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