Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the strategy returned 21.4% gross and 21.1% net of fees, respectively, compared to a 12.2% 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 third-quarter 2025 investor letter, Polen U.S. Small Cap Growth Strategy highlighted stocks such as Powell Industries, Inc. (NASDAQ:POWL). Powell Industries,...
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