Latest news with #SmallCompanyGrowthStrategy
Yahoo
14-05-2025
- Business
- Yahoo
Polen Capital Sold Topgolf Callaway Brands Corp. (MODG) as it Became Less Compelling
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 Topgolf Callaway Brands Corp. (NYSE:MODG). Headquartered in Carlsbad, California, Topgolf Callaway Brands Corp. (NYSE:MODG) is a tech-enabled golf and lifestyle company that manufactures and distributes golf equipment and accessories. The one-month return of Topgolf Callaway Brands Corp. (NYSE:MODG) was 1.95%, and its shares lost 59.70% of their value over the last 52 weeks. On May 13, 2025, Topgolf Callaway Brands Corp. (NYSE:MODG) stock closed at $6.55 per share with a market capitalization of $1.153 billion. Polen U.S. Small Company Growth Strategy stated the following regarding Topgolf Callaway Brands Corp. (NYSE:MODG) in its Q1 2025 investor letter: "We also exited Topgolf Callaway Brands Corp. (NYSE:MODG) as the investment case became less compelling. While Topgolf remains an exciting growth driver, several factors have reduced our conviction. Pressure on the consumer, combined with execution risks tied to Topgolf's scaling and profitability trajectory, as well as rising competitive intensity in both golf equipment and entertainment, led us to conclude that our capital would be better deployed elsewhere." A group of happy golfers basking in the warm sun on a golf course. Topgolf Callaway Brands Corp. (NYSE:MODG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held Topgolf Callaway Brands Corp. (NYSE:MODG) at the end of the fourth quarter which was 22 in the previous quarter. Topgolf Callaway Brands Corp. (NYSE:MODG) reported consolidated revenues of $1.09 billion in Q1 2025, down 5% year-over-year. While we acknowledge the potential of Topgolf Callaway Brands Corp. (NYSE:MODG) 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 Topgolf Callaway Brands Corp. (NYSE:MODG) and shared the list of best golf stocks to buy according to analysts. 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
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
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
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
Yahoo
14-05-2025
- Business
- Yahoo
Healthy Business Trends Lifted Goosehead Insurance (GSHD) 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 Goosehead Insurance, Inc. (NASDAQ:GSHD). Goosehead Insurance, Inc. (NASDAQ:GSHD) is a holding company for Goosehead Financial, LLC, which offers insurance agency services. The one-month return of Goosehead Insurance, Inc. (NASDAQ:GSHD) was -3.28%, and its shares gained 72.96% of their value over the last 52 weeks. On May 13, 2025, Goosehead Insurance, Inc. (NASDAQ:GSHD) stock closed at $105.60 per share with a market capitalization of $3.938 billion. Polen U.S. Small Company Growth Strategy stated the following regarding Goosehead Insurance, Inc. (NASDAQ:GSHD) in its Q1 2025 investor letter: "Goosehead Insurance, Inc (NASDAQ:GSHD), a digitally enabled P&C insurance brokerage, delivered better-than-expected 4Q24 results on the top and bottom lines. The company reported healthy business trends across metrics, including robust premium growth and an increasing agent count." An insurance broker discussing policy options with a homeowner. Goosehead Insurance, Inc. (NASDAQ:GSHD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held Goosehead Insurance, Inc. (NASDAQ:GSHD) at the end of the fourth quarter which was 17 in the previous quarter. While we acknowledge the potential of Goosehead Insurance, Inc. (NASDAQ:GSHD) 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 Goosehead Insurance, Inc. (NASDAQ:GSHD) and shared the list of oversold growth stocks to buy. Goosehead Insurance, Inc. (NASDAQ:GSHD) was a top contributor to the performance of Polen US SMID Company Growth Strategy in the previous quarter. 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
