Polen 5Perspectives Small Growth Composite Q3 2026 Portfolio Attribution And Activity
In its Q3 2026 attribution, Polen 5Perspectives Small Growth Composite listed Brookdale Senior Living among the portfolio’s most significant detractors from relative performance. The commentary also noted increased exposure to Health Care and reduced exposure to Industrials.
Why it matters — BKD watchers may note that the portfolio identified Brookdale as a notable relative-performance detractor during the quarter.