Polen Capital's position in Aon plc. is currently worth $255 Million. That's 0.72% of their equity portfolio (26th largest holding). The first Aon plc. trade was made in Q3 2020. Since then Polen Capital bought shares nine more times and sold shares on eight occasions. The stake costed the investor $171 Million, netting the investor a gain of 49% so far.
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Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2023 investor letter. A copy of the same can be d...