Latest news with #PolenU.S.SmallCompanyGrowthStrategy
Yahoo
14-05-2025
- Business
- Yahoo
Polen Capital Eliminated YETI Holdings (YETI) Due to Ongoing Challenges
Polen Capital, an investment management company, released its 'Polen U.S. Small Company Growth Strategy' first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, optimism fueled by the Trump election shifted to fear and uncertainty due to apprehension about cost-cutting measures and emerging trade policies. In the first quarter, the fund delivered -10.53% gross, and -10.83% net of fees, compared to a -11.12% return for the Russell 2000 Growth Index. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first-quarter 2025 investor letter, Polen U.S. Small Company Growth Strategy highlighted stocks such as YETI Holdings, Inc. (NYSE:YETI). YETI Holdings, Inc. (NYSE:YETI) distributes products for the outdoor and recreation market. The one-month return of YETI Holdings, Inc. (NYSE:YETI) was 16.05%, and its shares lost 23.87% of their value over the last 52 weeks. On May 13, 2025, YETI Holdings, Inc. (NYSE:YETI) stock closed at $31.67 per share with a market capitalization of $2.595 billion. Polen U.S. Small Company Growth Strategy stated the following regarding YETI Holdings, Inc. (NYSE:YETI) in its Q1 2025 investor letter: "By contrast, we eliminated three positions-Fox Factory Holdings, Topgolf Callaway, and YETI Holdings, Inc. (NYSE:YETI)-and trimmed several existing positions. Many of the sells and trims were in the Consumer Discretionary sector, where we believe there is currently more vulnerability to tariff uncertainty and economic dislocation. A family enjoying a camping trip, with the company's coolers, cargo bags, and other outdoor lifestyle products in the frame. YETI Holdings, Inc. (NYSE:YETI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 35 hedge fund portfolios held YETI Holdings, Inc. (NYSE:YETI) at the end of the fourth quarter which was 31 in the previous quarter. YETI Holdings, Inc.'s (NYSE:YETI) Q1 2025 sales increased 3% to $351 million. While we acknowledge the potential of YETI Holdings, Inc. (NYSE:YETI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered YETI Holdings, Inc. (NYSE:YETI) and shared the list of recent activist investor campaigns. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
What Makes Bio-Techne Corporation (TECH) a Compelling Addition?
Polen Capital, an investment management company, released its 'Polen U.S. Small Company Growth Strategy' first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, optimism fueled by the Trump election shifted to fear and uncertainty due to apprehension about cost-cutting measures and emerging trade policies. In the first quarter, the fund delivered -10.53% gross, and -10.83% net of fees, compared to a -11.12% return for the Russell 2000 Growth Index. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first-quarter 2025 investor letter, Polen U.S. Small Company Growth Strategy highlighted stocks such as Bio-Techne Corporation (NASDAQ:TECH). Bio-Techne Corporation (NASDAQ:TECH), with a market capitalization of $7.722 billion, develops, manufactures, and sells life science reagents, instruments, and services for the research and clinical diagnostic markets. The one-month return of Bio-Techne Corporation (NASDAQ:TECH) was -1.41%, and its shares lost 40.99% of their value over the last 52 weeks. On May 13, 2025, Bio-Techne Corporation (NASDAQ:TECH) stock closed at $51.61 per share. Polen U.S. Small Company Growth Strategy stated the following regarding Bio-Techne Corporation (NASDAQ:TECH) in its Q1 2025 investor letter: "During the quarter, we initiated a new position in Bio-Techne Corporation (NASDAQ:TECH) and added to several existing positions. Likoper/ Bio-Techne Corporation (NASDAQ:TECH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Bio-Techne Corporation (NASDAQ:TECH) at the end of the fourth quarter compared to 25 in the third quarter. In the second quarter of fiscal 2025, the company generated $316.2 million in revenues, up 6% year-over-year on an organic basis and 4% on reported basis. While we acknowledge the potential of Bio-Techne Corporation (NASDAQ:TECH) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Bio-Techne Corporation (NASDAQ:TECH) and shared Mairs & Power Balanced Fund's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
14-05-2025
- Business
- Yahoo
Should You Consider Selling Fox Factory Holding Corp. (FOXF)?
Polen Capital, an investment management company, released its 'Polen U.S. Small Company Growth Strategy' first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, optimism fueled by the Trump election shifted to fear and uncertainty due to apprehension about cost-cutting measures and emerging trade policies. In the first quarter, the fund delivered -10.53% gross, and -10.83% net of fees, compared to a -11.12% return for the Russell 2000 Growth Index. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first-quarter 2025 investor letter, Polen U.S. Small Company Growth Strategy highlighted stocks such as Fox Factory Holding Corp. (NASDAQ:FOXF). Fox Factory Holding Corp. (NASDAQ:FOXF) designs, engineers, manufactures, and markets performance-defining products and systems. The one-month return of Fox Factory Holding Corp. (NASDAQ:FOXF) was 38.83%, and its shares lost 44.22% of their value over the last 52 weeks. On May 13, 2025, Fox Factory Holding Corp. (NASDAQ:FOXF) stock closed at $26.33 per share, with a market capitalization of $1.115 billion. Polen U.S. Small Company Growth Strategy stated the following regarding Fox Factory Holding Corp. (NASDAQ:FOXF) in its Q1 2025 investor letter: "By contrast, we eliminated three positions-Fox Factory Holding Corp. (NASDAQ:FOXF), Topgolf Callaway, and Yeti Holdings-and trimmed several existing positions. Many of the sells and trims were in the Consumer Discretionary sector, where we believe there is currently more vulnerability to tariff uncertainty and economic dislocation. A cyclist in full gear on their mountain bike, the Performance Cycling Components visible. Fox Factory Holding Corp. (NASDAQ:FOXF) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held Fox Factory Holding Corp. (NASDAQ:FOXF) at the end of the fourth quarter which was 12 in the previous quarter. Fox Factory Holding Corp. (NASDAQ:FOXF) reported solid first quarter with sales increasing 6.5% year-over year, reaching $355 million. While we acknowledge the potential of Fox Factory Holding Corp. (NASDAQ:FOXF) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Fox Factory Holding Corp. (NASDAQ:FOXF) and shared Conestoga Capital Advisors' views on the company In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
14-05-2025
- Business
- Yahoo
Here's Why Globant (GLOB) Traded Down in Q1
Polen Capital, an investment management company, released its 'Polen U.S. Small Company Growth Strategy' first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, optimism fueled by the Trump election shifted to fear and uncertainty due to apprehension about cost-cutting measures and emerging trade policies. In the first quarter, the fund delivered -10.53% gross, and -10.83% net of fees, compared to a -11.12% return for the Russell 2000 Growth Index. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first-quarter 2025 investor letter, Polen U.S. Small Company Growth Strategy highlighted stocks such as Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB) is a Luxembourg-based technology services company. The one-month return of Globant S.A. (NYSE:GLOB) was 27.82%, and its shares lost 23.58% of their value over the last 52 weeks. On May 13, 2025, Globant S.A. (NYSE:GLOB) stock closed at $140.36 per share with a market capitalization of $6.183 billion. Polen U.S. Small Company Growth Strategy stated the following regarding Globant S.A. (NYSE:GLOB) in its Q1 2025 investor letter: "Globant S.A. (NYSE:GLOB) was our largest relative detractor during the quarter. The IT spending environment in recent years has been challenging, and concerns about discretionary enterprise IT spend cloud the outlook for 2025. Stepping back, we continue to have a positive view on Globant. Amidst today's weak environment, with many of its peers reporting negative year-over-year organic revenue growth, Globant still sees a path to >10% revenue growth. We believe shares sold off in excess of the slowdown that impacted the entire industry, and we see a path to solid growth ahead." A close-up of an experienced game engineer's hands typing a complex code on a laptop. Globant S.A. (NYSE:GLOB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the fourth quarter which was 29 in the previous quarter. Globant S.A.'s (NYSE:GLOB) fourth quarter revenue reached $642.5 million, representing an increase of 10.6% year-over-year and 4.5% quarter-over-quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Globant S.A. (NYSE:GLOB) and shared Wasatch Small Cap Growth Strategy's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
14-05-2025
- Business
- Yahoo
Revolve Group (RVLV) Gave Back Its Gains in Q1
Polen Capital, an investment management company, released its 'Polen U.S. Small Company Growth Strategy' first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, optimism fueled by the Trump election shifted to fear and uncertainty due to apprehension about cost-cutting measures and emerging trade policies. In the first quarter, the fund delivered -10.53% gross, and -10.83% net of fees, compared to a -11.12% return for the Russell 2000 Growth Index. In addition, you can check the fund's top 5 holdings to find out its best picks for 2025. In its first-quarter 2025 investor letter, Polen U.S. Small Company Growth Strategy highlighted stocks such as Revolve Group, Inc. (NYSE:RVLV). Revolve Group, Inc. (NYSE:RVLV) is an online fashion retailer for millennial and Generation Z consumers. The one-month return of Revolve Group, Inc. (NYSE:RVLV) was 1.73%, and its shares lost 11.77% of their value over the last 52 weeks. On May 13, 2025, Revolve Group, Inc. (NYSE:RVLV) stock closed at $20.32 per share with a market capitalization of $1.45 billion. Polen U.S. Small Company Growth Strategy stated the following regarding Revolve Group, Inc. (NYSE:RVLV) in its Q1 2025 investor letter: "The most significant quarterly detractors from performance, both relative and absolute, were Globant, e.l.f. Beauty, and Revolve Group. A modern fashion boutique lit up with neon display signs. Revolve Group, Inc. (NYSE:RVLV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Revolve Group, Inc. (NYSE:RVLV) at the end of the fourth quarter compared to 18 in the third quarter. In the first quarter, Revolve Group, Inc. (NYSE:RVLV) reported net sales of $297 million, marking a 10% increase from Q1 2024. While we acknowledge the potential of Revolve Group, Inc. (NYSE:RVLV) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Revolve Group, Inc. (NYSE:RVLV) and shared The London Company Small Cap Strategy's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
