4 weeks ago
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Soumya Eswaran
Tue, February 24, 2026 astatine 7:06 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 Corcept Therapeutics Incorporated (NASDAQ:CORT). Corcept Therapeutics Incorporated (NASDAQ:CORT) is pharmaceutical institution focuses connected the improvement of medicine for the attraction of terrible endocrinologic, oncologic, metabolic, and neurologic disorders. On February 23, 2026, Corcept Therapeutics Incorporated (NASDAQ:CORT) banal closed astatine $35.34 per share. One-month instrumentality of Corcept Therapeutics Incorporated (NASDAQ:CORT) was -22.56%, and its shares mislaid 42.82% implicit the past 52 weeks. Corcept Therapeutics Incorporated (NASDAQ:CORT) has a marketplace capitalization of $3.724 billion.
Polen 5Perspectives Small Growth Strategy stated the pursuing regarding Corcept Therapeutics Incorporated (NASDAQ:CORT) successful its 4th fourth 2025 capitalist letter:
"Corcept Therapeutics Incorporated (NASDAQ:CORT) is simply a biopharmaceutical institution focused connected processing drugs that modulate cortisol activity, with its flagship merchandise Korlym approved for Cushing’s syndrome and a increasing pipeline successful oncology and metabolic disorders. We consciousness Corcept is astatine an inflection constituent arsenic it expands beyond its halfway indication, driven by promising Phase 3 information for relacorilant successful adrenal crab and different indications. However, during the quarter, the banal was pressured owed to concerns astir slower Korlym income maturation and uncertainty astir timing of pipeline approvals."
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