Polen Global Growth Sold Globant (GLOB) Due to Weak Performance and Poor Guidance

Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market entered 2025 embracing the new U.S. administration’s pro-growth policies, often overlooking potential tariff and valuation headwinds. International stocks have outperformed U.S. stocks since 2009. Despite the positives, global equities remained vulnerable due to geopolitical tensions and growing...