Polen Capital, an funding administration firm, launched its “Polen International Development Technique” first-quarter 2025 investor letter. A duplicate of the letter may be downloaded right here. International fairness markets skilled a surge in volatility in 2025 resulting from US tariffs, with the “Magnificent 7” falling 15% and semiconductors dropping 19%. U.S. shares lagged, with worldwide equities surpassing them by practically 10% resulting from a weakening greenback and a big tariff shock after the quarter’s shut. The Technique returned -5.18% gross (-5.45 % web) within the quarter in comparison with the MSCI ACW Index’s -1.32% return. As well as, please test the fund’s prime 5 holdings to know its greatest picks in 2025.
In its first-quarter 2025 investor letter, Polen International Development Technique highlighted shares reminiscent of Willis Towers Watson Public Restricted Firm (NASDAQ:WTW). Headquartered in London, the UK, Willis Towers Watson Public Restricted Firm (NASDAQ:WTW) is an advisory, broking, and options firm. The one-month return of Willis Towers Watson Public Restricted Firm (NASDAQ:WTW) was 1.89%, and its shares gained 21.60% of their worth during the last 52 weeks. On Might 22, 2025, Willis Towers Watson Public Restricted Firm (NASDAQ:WTW) inventory closed at $308.07 per share with a market capitalization of $30.527 billion.
Polen International Development Technique said the next relating to Willis Towers Watson Public Restricted Firm (NASDAQ:WTW) in its Q1 2025 investor letter:
“Willis Towers Watson Public Restricted Firm (NASDAQ:WTW) is a UK-based international advisory, insurance coverage brokerage, and options chief. WTW advantages from strong buyer relationships with excessive switching prices, model recognition, and scaled distribution in a extremely fragmented and sturdy market. Latest administration updates sign a extra favorable enterprise combine, continued operational enhancements, and more and more targeted capital allocation selections. These drivers assist accelerated income development and margin enlargement within the coming years. As a proof level on capital allocation, since regulators blocked the Aon/WTW merger in 2021, WTW repurchased greater than 21% of shares excellent over three years. At present low valuation ranges, these buybacks signify low-risk, high-return allocations of capital—an strategy we’d welcome extra of. Sound execution in a sturdy development market ought to allow a shareholder return profile within the low-to-mid teenagers.”
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Willis Towers Watson Public Restricted Firm (NASDAQ:WTW) is just not on our listing of 30 Most Well-liked Shares Amongst Hedge Funds. As per our database, 48 hedge fund portfolios held Willis Towers Watson Public Restricted Firm (NASDAQ:WTW) on the finish of the fourth quarter in comparison with 42 within the third quarter. Whereas we acknowledge the potential of Willis Towers Watson Public Restricted Firm (NASDAQ:WTW) as an funding, our conviction lies within the perception that AI shares maintain higher promise for delivering greater 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, try our report concerning the undervalued AI inventory set for enormous good points.