4 weeks ago
3
Soumya Eswaran
Tue, February 24, 2026 astatine 7:04 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 Ramaco Resources, Inc. (NASDAQ:METC). Ramaco Resources, Inc. (NASDAQ:METC) is simply a metallurgical ember shaper based successful Lexington, Kentucky. On February 23, 2026, Ramaco Resources, Inc. (NASDAQ:METC) banal closed astatine $17.20 per share. One-month instrumentality of Ramaco Resources, Inc. (NASDAQ:METC) was -22.14%, and its shares gained 88.93% implicit the past 52 weeks. Ramaco Resources, Inc. (NASDAQ:METC) has a marketplace capitalization of $1.138 billion.
Polen 5Perspectives Small Growth Strategy stated the pursuing regarding Ramaco Resources, Inc. (NASDAQ:METC) successful its 4th fourth 2025 capitalist letter:
"Ramaco Resources, Inc. (NASDAQ:METC) is simply a starring captious minerals producer, supplying metallurgical ember for the steelmaking manufacture and processing a large uncommon world elements (REEs) deposit astatine its Brook Mine successful Wyoming aimed astatine strengthening home proviso chains for defense, batteries, and precocious technologies. The banal fell successful enactment with different uncommon earths peers arsenic the AI communicative drew expanding scrutiny from investors, which was further exacerbated by weaker than expected net results and dilution concerns pursuing the issuance of a $300M convertible indebtedness offering."
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