Polen Capital, an investment management firm, released its Q4 investor letter on the “Polen 5Perspectives Small Growth Strategy.” A copy of the letter can be downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% net of fees in Q4 2025, compared to a 1.2% return for the Russell 2000 Growth…
Wasatch Global Investors, an asset management firm, published its “Small Cap Growth Strategy” investor letter for Q4 2025. A copy of the letter can be found downloaded here. The Wasatch Small Cap Growth Strategy experienced a challenging fourth quarter as small-cap stocks lagged broader market indices, reflecting investor caution and a continued preference for larger,…
Koltin Consulting Group (KCG), a US-based accounting and financial services consultancy, has appointed Lisa Benson as its chief growth officer (CGO), a newly created position. The company said the establishment of the CGO role aims to accelerate its growth path and expand its advisory footprint. Prior to joining, Benson held senior positions in international accounting…
Sands Capital, an investment management company, published its “Sands Capital Select Growth Strategy” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. US large-cap growth stocks continued to recover from a sharp sell-off in early April. Strong corporate earnings, investor enthusiasm around artificial intelligence (AI), and rising…
ClearBridge Investments, an investment management company, published its Q3 2025 investor letter “ClearBridge Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks continued their upward trajectory in the third quarter, with the S&P 500 index rising 8.1% and the tech-heavy Nasdaq Composite rising 11.2% to hit all-time highs. Investor optimism…
