Polen Capital, an funding administration firm, launched its “Polen U.S. Small Firm Progress Technique” first-quarter 2025 investor letter. A replica of the letter will be downloaded right here. In Q1 2025, optimism fueled by the Trump election shifted to concern and uncertainty as a consequence of apprehension about cost-cutting measures and rising commerce insurance policies. Within the first quarter, the fund delivered -10.53% gross, and -10.83% internet of charges, in comparison with a -11.12% return for the Russell 2000 Progress Index. As well as, you’ll be able to verify the fund’s prime 5 holdings to seek out out its finest picks for 2025.
In its first-quarter 2025 investor letter, Polen U.S. Small Firm Progress Technique highlighted shares equivalent to E.l.f. Magnificence, Inc. (NYSE:ELF). E.l.f. Magnificence, Inc. (NYSE:ELF) is a magnificence firm that gives beauty and skincare merchandise. The one-month return of E.l.f. Magnificence, Inc. (NYSE:ELF) was 59.52%, and its shares misplaced 52.66% of their worth during the last 52 weeks. On Could 13, 2025, E.l.f. Magnificence, Inc. (NYSE:ELF) inventory closed at $78.21 per share with a market capitalization of $4.494 billion.
Polen U.S. Small Firm Progress Technique acknowledged the next concerning E.l.f. Magnificence, Inc. (NYSE:ELF) in its Q1 2025 investor letter:
“Probably the most important quarterly detractors from efficiency, each relative and absolute, had been Globant, E.l.f. Magnificence, Inc. (NYSE:ELF), and Revolve Group.
An in depth up of the lip and eye merchandise from the corporate on a mannequin in a trend and sweetness shoot.
E.l.f. Magnificence, Inc. (NYSE:ELF) will not be on our listing of 30 Most Standard Shares Amongst Hedge Funds. As per our database, 35 hedge fund portfolios held E.l.f. Magnificence, Inc. (NYSE:ELF) on the finish of the fourth quarter which was 40 within the earlier quarter. Whereas we acknowledge the potential of E.l.f. Magnificence, Inc. (NYSE:ELF) as an funding, our conviction lies within the perception that AI shares maintain better promise for delivering larger returns, and doing so inside a shorter timeframe. If you’re searching for an AI inventory that’s as promising as NVIDIA however that trades at lower than 5 occasions its earnings, take a look at our report in regards to the most cost-effective AI inventory.
In one other article, we lined E.l.f. Magnificence, Inc. (NYSE:ELF) and shared the listing of shares that ought to double in 3 years. As well as, please take a look at our hedge fund investor letters Q1 2025 web page for extra investor letters from hedge funds and different main buyers.