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Polen U.S. SMID Cap Growth Q3 2025 Commentary: Strong Quarter Driven by AI and Infrastructure Themes
ByAinvest
Tuesday, Nov 11, 2025 8:33 am ET1min read
The Polen U.S. SMID Cap Growth Composite Portfolio returned 14.8% gross and 14.4% net of fees in Q3 2025, outperforming the Russell 2500 Growth Index by 4.1 and 4.5 percentage points, respectively. Top contributors included Bloom Energy, SoFi Technologies, and Talen Energy, while Grupo Financiero Galicia, monday.com, and Astera Labs detracted from performance. The portfolio's performance was driven by strong performance in AI-exposed sectors, including Industrials and Technology, as well as Health Care.
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