4 weeks ago
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Soumya Eswaran
Tue, February 24, 2026 astatine 7:12 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 similar GeneDx Holdings Corp. (NASDAQ:WGS). GeneDx Holdings Corp. (NASDAQ:WGS) is simply a genomics institution that provides familial investigating services. On February 23, 2026, GeneDx Holdings Corp. (NASDAQ:WGS) banal closed astatine $87.08 per share. One-month instrumentality of GeneDx Holdings Corp. (NASDAQ:WGS) was -16.97%, and its shares mislaid 8.34% implicit the past 52 weeks. GeneDx Holdings Corp. (NASDAQ:WGS) has a marketplace capitalization of $2.52 billion.
Polen 5Perspectives Small Growth Strategy stated the pursuing regarding GeneDx Holdings Corp. (NASDAQ:WGS) successful its 4th fourth 2025 capitalist letter:
"GeneDx Holdings Corp. (NASDAQ:WGS) is simply a familial investigating institution that uses precocious full exome and genome sequencing to diagnose uncommon familial disorders faster, helping doctors make personalized attraction plans and amended wellness outcomes. The institution delivered better-than expected results—including raised full-year guidance—which was a relation of a important year-over-year summation successful precocious worth exome and genome investigating volumes and meaningful improvements successful security reimbursement rates."
GeneDx Holdings Corp. (NASDAQ:WGS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 39 hedge money portfolios held GeneDx Holdings Corp. (NASDAQ:WGS) astatine the extremity of the 4th quarter, up from 34 successful the erstwhile quarter. While we admit the imaginable of GeneDx Holdings Corp. (NASDAQ:WGS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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