Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Polen Focus Growth lagged its benchmark in Q4 2025 due to style headwinds and an Oracle pullback, but capitalized on market shifts by establishing a new position in Intuitive Surgical and exiting Netflix and Workday.
Full Quick Take
Polen Focus Growth lagged its benchmark in Q4 2025 due to style headwinds and an Oracle pullback, but capitalized on market shifts by establishing a new position in Intuitive Surgical and exiting Netflix and Workday.
Polen Global Growth lagged its index in Q4 2025 due to a market preference for high-beta names, but actively realigned capital by establishing core positions in Tencent and Spotify, while maintaining a highly bullish stance on the structural AI datacenter capex cycle.
Full Quick Take
Polen Global Growth lagged its index in Q4 2025 due to a market preference for high-beta names, but actively realigned capital by establishing core positions in Tencent and Spotify, while maintaining a highly bullish stance on the structural AI datacenter capex cycle.
