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Polen Capital, an funding administration firm, launched its fourth-quarter investor letter for “Polen 5Perspectives Small Progress Technique”. A duplicate of the letter might be downloaded right here. The Polen 5Perspectives Small Progress Composite Portfolio returned -1.3% gross and -1.5% internet of charges within the fourth quarter of 2025, in comparison with a 1.2% return of the Russell 2000 Progress Index. Following double-digit returns in 2Q and 3Q, small caps concluded the yr with a 1.2% return in 4Q. Biotech stood out as a serious performer throughout the quarter, increasing past the AI theme. The small-cap asset class has gained consideration resulting from declining rates of interest and bettering earnings development, however the agency is most enthusiastic about its structural tailwinds, together with the speedy tempo of innovation and the chance it presents for disciplined traders. Over the fourth quarter, the Technique almost doubled its Biotech publicity resulting from alternatives introduced by rising rates of interest, M&A, and AI tailwinds. The title of the Technique modified from Polen U.S. Small Cap Progress to Polen 5Perspectives Small Progress, to emphasise the importance of the 5 viewpoints framework and the affect of perspective in investing. As well as, please test the Technique’s high 5 holdings to know its greatest picks in 2025.
In its fourth-quarter 2025 investor letter, Polen 5Perspectives Small Progress Technique highlighted shares like Argan, Inc. (NYSE:AGX). Argan, Inc. (NYSE:AGX) by its subsidiaries, offers building, commissioning, upkeep and providers to energy era market. On February 23, 2026, Argan, Inc. (NYSE:AGX) inventory closed at $441.71 per share. One-month return of Argan, Inc. (NYSE:AGX) was 21.82%, and its shares gained 251.76% over the previous 52 weeks. Argan, Inc. (NYSE:AGX) has a market capitalization of $6.128 billion.
Polen 5Perspectives Small Progress Technique acknowledged the next relating to Argan, Inc. (NYSE:AGX) in its fourth quarter 2025 investor letter:
“Argan, Inc. (NYSE:AGX) is a building firm that, amongst different issues, constructs gas-fired energy crops. Lately the corporate has benefited from a rising backlog of tasks to assemble energy crops that provide electrical energy to information facilities operating AI workloads. Particular to the interval, Argan introduced two new main contract wins within the Texas market—one for a 1,350 megawatt combined-cycle energy plant and the opposite for a 860 megawatt pure gas-fired energy plant. Argan seems to be effectively positioned to capitalize on a multi-year funding cycle to construct out energy infrastructure as corporations race to deliver information facilities on-line.”
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