Latest news with #PolenCapital
Yahoo
22-07-2025
- Business
- Yahoo
Polen Focus Growth Strategy Decided to Exit Its Position in UnitedHealth Group (UNH)
Polen Capital, an investment management company, released its 'Polen Focus Growth Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH) is a diversified healthcare company that operates through UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx segments. The one-month return of UnitedHealth Group Incorporated (NYSE:UNH) was -6.17%, and its shares lost 49.49% of their value over the last 52 weeks. On July 21, 2025, UnitedHealth Group Incorporated (NYSE:UNH) stock closed at $282.14 per share, with a market capitalization of $255.94 billion. Polen Focus Growth Strategy stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its second quarter 2025 investor letter: "Finally, we exited our remaining small position in UnitedHealth Group Incorporated (NYSE:UNH) (~1%). After years of continuous earnings growth and durability, the consistency we've come to expect from UNH has been fractured. The company reduced its earnings guidance twice recently, as medical costs have exceeded expectations in both the UnitedHealthcare (insurance) and Optum Health (medical practice) segments. A senior healthcare professional giving advice to a patient in a clinic. UnitedHealth Group Incorporated (NYSE:UNH) is in 18th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 139 hedge fund portfolios held UnitedHealth Group Incorporated (NYSE:UNH) at the end of the first quarter, which was 150 in the previous quarter. While we acknowledge the potential of UnitedHealth Group Incorporated (NYSE:UNH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered UnitedHealth Group Incorporated (NYSE:UNH) and shared the list of most undervalued healthcare stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
22-07-2025
- Business
- Yahoo
Polen Focus Growth Strategy Exited Apple (AAPL) in Q2. Here's Why
Polen Capital, an investment management company, released its 'Polen Focus Growth Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as Apple Inc. (NASDAQ:AAPL). Apple Inc. (NASDAQ:AAPL) is an American multinational company that designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories. The one-month return of Apple Inc. (NASDAQ:AAPL) was 5.45%, and its shares lost 5.13% of their value over the last 52 weeks. On July 21, 2025, Apple Inc. (NASDAQ:AAPL) stock closed at $212.48 per share with a market capitalization of $3.174 trillion. Polen Focus Growth Strategy stated the following regarding Apple Inc. (NASDAQ:AAPL) in its second quarter 2025 investor letter: "We eliminated our position in Apple Inc. (NASDAQ:AAPL) early in the quarter. As a reminder, our initial investment thesis on the company (which we added in July 2024) anticipated accelerating revenue and earnings growth driven by the launch of Apple Intelligence, which we expected to trigger a new iPhone upgrade cycle. Unfortunately, many of the most compelling Apple Intelligence features are significantly delayed, calling into question the timing of the reacceleration. Furthermore, tariffs present a predictable and persistent headwind, as most Apple products are made in China and shipped globally. Given these uncertainties and the presence of more attractive opportunities elsewhere, we felt it best to move on." An Apple store displaying the latest in consumer electronics, from smartphones to wearables. Apple Inc. (NASDAQ:AAPL) is in 8th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 159 hedge fund portfolios held Apple Inc. (NASDAQ:AAPL) at the end of the first quarter, which was 166 in the previous quarter. While we acknowledge the potential of Apple Inc. (NASDAQ:AAPL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Apple Inc. (NASDAQ:AAPL) and shared the list of AI stocks analysts are tracking closely. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
22-07-2025
- Business
- Yahoo
Here's Polen Focus Growth Strategy's Comment on Oracle (ORCL)
Polen Capital, an investment management company, released its 'Polen Focus Growth Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was 17.63%, and its shares gained 73.75% of their value over the last 52 weeks. On July 21, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $243.54 per share, with a market capitalization of $684.062 billion. Polen Focus Growth Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its second quarter 2025 investor letter: "Top relative contributors to the Portfolio's performance included Apple (sold early in the period), Oracle Corporation (NYSE:ORCL), and Netflix. The top absolute contributors were Oracle, Microsoft, and Amazon. AI re-emerged as the dominant narrative, driving much of the market's leadership in the second quarter. Oracle was our top owned relative contributor, up 56% in the quarter (and 76% since the market bottom on April 9) as the market embraced a meaningful acceleration in growth driven by the Oracle Cloud Infrastructure (OCI) segment. The company appears to be in the early stages of a significant increase in revenue growth, fueled in part by its position as a go-to cloud infrastructure provider for training generative AI models. A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 97 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, compared to 105 in the previous quarter. While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Oracle Corporation (NYSE:ORCL) and shared the list of buzzing stocks everyone is talking about. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
22-07-2025
- Business
- Yahoo
Should You Consider Adding IDEXX Laboratories (IDXX) to Your Portfolio?
Polen Capital, an investment management company, released its 'Polen Focus Growth Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as IDEXX Laboratories, Inc. (NASDAQ:IDXX). IDEXX Laboratories, Inc. (NASDAQ:IDXX) develops, manufactures, and distributes products primarily for the companion animal veterinary, livestock and poultry, dairy, and water testing markets. The one-month return of IDEXX Laboratories, Inc. (NASDAQ:IDXX) was -0.72%, and its shares gained 9.59% of their value over the last 52 weeks. On July 21, 2025, IDEXX Laboratories, Inc. (NASDAQ:IDXX) stock closed at $520.87 per share, with a market capitalization of $41.889 billion. Polen Focus Growth Strategy stated the following regarding IDEXX Laboratories, Inc. (NASDAQ:IDXX) in its second quarter 2025 investor letter: "In the second quarter, we initiated a new position in IDEXX Laboratories, Inc. (NASDAQ:IDXX) and eliminated our positions in Apple and UnitedHealth Group. IDEXX Labs is a global leader in pet diagnostics, offering in-clinic diagnostics (razor and razor blade consumables) and out-of-clinic reference labs. We have researched the business for two decades and admired its durable competitive advantages, highly recurring and profitable business model, attractive runway, supported by tailwinds from pet ownership and the 'humanization of pets,' and strong execution by its management team. IDEXX employs a successful "surround the customer" strategy by offering diagnostic tests across many modalities, along with imaging and veterinary practice management software. With a dominant market share in pet diagnostic tests, IDEXX continues to expand its addressable market by innovating new types of testing and creating additional revenue streams for its veterinary customers. We envision years of continued innovation and market expansion, with minimal competitive threats. A veterinarian in a veterinary clinic examining a companion animal. IDEXX Laboratories, Inc. (NASDAQ:IDXX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 51 hedge fund portfolios held IDEXX Laboratories, Inc. (NASDAQ:IDXX) at the end of the first quarter, which was 58 in the previous quarter. In the first quarter of 2025, IDEXX Laboratories, Inc. (NASDAQ:IDXX) reported organic revenue growth of 5% driven by 4.5% organic revenue gains in the CAG business, 7% organic growth in water, and 4% organic growth in LPD. While we acknowledge the potential of IDEXX Laboratories, Inc. (NASDAQ:IDXX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered IDEXX Laboratories, Inc. (NASDAQ:IDXX) and shared Macquarie Large Cap Growth Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Erreur lors de la récupération des données Connectez-vous pour accéder à votre portefeuille Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données
Yahoo
05-07-2025
- Business
- Yahoo
Jim Cramer on Etsy: 'The Franchise is Worth More Than the Stock'
Etsy, Inc. (NASDAQ:ETSY) is one of the 22 stocks Jim Cramer recently talked about. A caller asked if they should hold or sell their position, and Cramer replied: 'Oh no… I don't want you to sell. Now this is a problematic story because I do believe there are execution issues, but I also think there's a core belief that there's a lot of value here, and that's why this stock's at $52 after this bad quarter, not at $40. I want you to hold onto it. And if it goes back to where it was at a low, I want you to buy more. The franchise is worth more than the stock.' A young woman shopping for a vintage fashion item online. Etsy (NASDAQ:ETSY) operates online marketplaces that connect buyers with sellers of handmade, vintage, and unique goods. The company generates revenue through transaction fees, advertising, payment processing, shipping services, and various seller tools and programs. Polen Capital stated the following regarding Etsy, Inc. (NASDAQ:ETSY) in its Q1 2025 investor letter: 'We fully sold our position inEtsy, Inc. (NASDAQ:ETSY), an online marketplace for handmade goods, after disappointing Q4 results and a weak 2025 outlook. While the business is extremely high-quality, we've been disappointed by its growth. The platform fails to attract new buyers, and existing buyers are spending less. While we believe some may be macro-related, we are incrementally cautious on consumer discretionary spending as it has not recovered as we hoped. Etsy has been unable to overcome these challenges, nor has it been willing to invest to drive future growth and value creation. In the context of greater caution around our consumer exposure, we decided to move on to better opportunities.' While we acknowledge the potential of ETSY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
