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Polen Capital - Focus Growth's investment thesis on Aon ($AON) — Q2 2026 | Buyside Digest

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$AONNASDAQAon

NEUTRAL

Polen Capital - Focus Growth—AON

Fund Letter

Q2 2026

Published July 30, 2026

View Fund Profile

$358.56USD

+11.0% vs last month

$360.55Pitched

-0.6% since pitch

Market Cap$76.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Polen Focus Growth Portfolio returned 6.33% net in Q2 2026 but lagged the Russell 1000 Growth Index's 16.74% return as the market rally remained narrow and concentrated in AI infrastructure beneficiaries, particularly semiconductors and memory businesses. The Portfolio lacked...

— Dan Davidowitz

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What other investors think about $AON, and what else Polen Capital - Focus Growth is buying.

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Douglass WinthropBULL

Pitched Apr 6, 2026

Aon plc has also experienced share price pressure despite a business model that is less directly tied to the capital intensity of artificial intelligence.

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