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0.00192771084337357 -0.000911135450894392 -0.000496531580868811 -0.00365096750638919 -0.00547645125958379 0.0023621759766339 -0.00271631982475358 -0.00519167579408536
Stock impact report

ASML Holding N.V. (ASML) is Benefiting from Investors' Optimism Around AI [Yahoo! Finance]

ASML Holding N.V. - New York Registry Shares (ASML) 
Last asml holding n.v. - new york registry shares earnings: 4/15 01:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
Polen Capital , an investment management company, released its fourth-quarter investor letter for “Polen International Growth Strategy”. A copy of the letter can be downloaded here . In 2025, foreign equity markets reached their highest returns in more than a decade, whereas Polan International Growth had flat returns. This was not attributed to weakening business fundamentals among its holdings, but the market's preference for cyclically sensitive businesses. The strategy seeks to invest in companies with enduring competitive strengths, high returns on invested capital, and consistent earnings. The Strategy returned -2.21% (gross) and -2.52% (net) in Q4 compared to 5.05% return for MSCI ACWI (ex-USA). For 2025, the Strategy returned 0.68% (gross) and -0.52% (net) compared to 32.39% return for the Index. In addition, please check the Strategy's top five holdings to know its best picks in 2025. In its fourth-quarter 2025 investor letter, Polen International Growth Strategy highlight Show less Read more
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