4 weeks ago
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Soumya Eswaran
Tue, February 24, 2026 astatine 7:01 AM CST 3 min read
Polen Capital, an concern absorption company, released its fourth-quarter capitalist missive for “Polen 5Perspectives Small Growth Strategy”. A transcript of the missive tin beryllium downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% nett of fees successful the 4th fourth of 2025, compared to a 1.2% instrumentality of the Russell 2000 Growth Index. Following double-digit returns successful 2Q and 3Q, tiny caps concluded the twelvemonth with a 1.2% instrumentality successful 4Q. Biotech stood retired arsenic a large performer during the quarter, expanding beyond the AI theme. The small-cap plus people has gained attraction owed to declining involvement rates and improving net growth, but the steadfast is astir excited astir its structural tailwinds, including the accelerated gait of innovation and the accidental it presents for disciplined investors. Over the 4th quarter, the Strategy astir doubled its Biotech vulnerability owed to opportunities presented by rising involvement rates, M&A, and AI tailwinds. The sanction of the Strategy changed from Polen U.S. Small Cap Growth to Polen 5Perspectives Small Growth, to stress the value of the 5 viewpoints model and the power of position successful investing. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.
In its fourth-quarter 2025 capitalist letter, Polen 5Perspectives Small Growth Strategy highlighted stocks specified arsenic Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE) is an vigor institution that focuses connected designing and manufacturing solid-oxide substance compartment systems for clean, reliable, on-site powerfulness generation. On February 23, 2026, Bloom Energy Corporation (NYSE:BE) banal closed astatine $160.28 per share. One-month instrumentality of Bloom Energy Corporation (NYSE:BE) was 5.23%, and its shares gained 629.54% implicit the past 52 weeks. Bloom Energy Corporation (NYSE:BE) has a marketplace capitalization of $44.966 billion.
Polen 5Perspectives Small Growth Strategy stated the pursuing regarding Bloom Energy Corporation (NYSE:BE) successful its 4th fourth 2025 capitalist letter:
"Bloom Energy Corporation (NYSE:BE) is simply a supplier of coagulated oxide substance cells that play a captious relation successful delivering clean, reliable, “always on” powerfulness astatine scale. AI information centers necessitate an tremendous magnitude of powerfulness and 1 of the cardinal challenges to day has been the inability of powerfulness grids to proviso the indispensable energy to conscionable the changeless and increasing demands from AI workloads. Bloom's “Energy Server” substance cells assistance code this issue, generating cost-efficient, reliable powerfulness onsite, converting fuels similar earthy gas, biogas and hydrogen into energy without combustion. During the quarter, the institution announced amended than expected results with added optimism from a $5B concern with Brookfield arsenic the preferred onsite powerfulness supplier for the company’s planetary AI factories."
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