Polen International Small Cap Equity Q3 2026 Portfolio Update

Impact · against what's priced in

The portfolio update identifies Happinet, Hokuhoku Financial Group, and Nippon Avionics as positive contributors and Mitsui Kinzoku, Pfisterer Holding, and Nextage as detractors for Q3. Since these are lagging performance metrics for a specific fund, the impact on the individual stocks is minimal.

HAPYF+0.10

No priced-in read yet

In context

Happinet was a top individual contributor to the Polen portfolio's absolute return for the quarter.

Read from the article alone

• HAPYF
• HKHUY
• MMSMY
• NXAGF
• PFSEF
• asset management
• fund performance
• international equities
• portfolio update
• small cap

Search tags