Soumya Eswaran
3 min read
In This Article:
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, optimism fueled by the Trump election shifted to fear and uncertainty due to apprehension about cost-cutting measures and emerging trade policies. In the first quarter, the fund delivered -10.53% gross, and -10.83% net of fees, compared to a -11.12% return for the Russell 2000 Growth Index. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.
In its first-quarter 2025 investor letter, Polen U.S. Small Company Growth Strategy highlighted stocks such as Bio-Techne Corporation (NASDAQ:TECH). Bio-Techne Corporation (NASDAQ:TECH), with a market capitalization of $7.722 billion, develops, manufactures, and sells life science reagents, instruments, and services for the research and clinical diagnostic markets. The one-month return of Bio-Techne Corporation (NASDAQ:TECH) was -1.41%, and its shares lost 40.99% of their value over the last 52 weeks. On May 13, 2025, Bio-Techne Corporation (NASDAQ:TECH) stock closed at $51.61 per share.
Polen U.S. Small Company Growth Strategy stated the following regarding Bio-Techne Corporation (NASDAQ:TECH) in its Q1 2025 investor letter:
"During the quarter, we initiated a new position in Bio-Techne Corporation (NASDAQ:TECH) and added to several existing positions.
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Bio-Techne Corporation (NASDAQ:TECH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Bio-Techne Corporation (NASDAQ:TECH) at the end of the fourth quarter compared to 25 in the third quarter. In the second quarter of fiscal 2025, the company generated $316.2 million in revenues, up 6% year-over-year on an organic basis and 4% on reported basis. While we acknowledge the potential of Bio-Techne Corporation (NASDAQ:TECH) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
