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0 0.00195908697434966 -0.0132580071985056 -0.0113444803863502 -0.0114356007107385 -0.0182696250398651 -0.0134858080094765 -0.0124379242790105
Stock impact report

Polen Global Growth Strategy Sold ICON plc (ICLR) Due to Short-Term Growth Challenges [Yahoo! Finance]

ICON plc - Ordinary Shares (ICLR) 
Last icon plc - ordinary shares earnings: 4/22 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.iconplc.com
Company Research Source: Yahoo! Finance
2025 investor letter for “Polen Global Growth Strategy”. A copy of the letter can be downloaded here . The fourth quarter of 2025 seemed to be like the entire year. The stock market experienced a severe 5% sell-off in the fourth quarter but quickly recovered to all-time highs, mirroring the V-shaped recovery from April lows. In this environment, the Fund's quality-heavy portfolio faced relative performance headwinds. The portfolio's software holdings trailed the broader market gains despite revenue and earnings growth. The Portfolio returned -2.5% gross of fees (-2.7% net of fees) in Q4 2025, lagging 3.3% gain for the MSCI All Country World Index (the “Index”). Please review the Strategy's top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Polen Global Growth Strategy highlighted stocks like ICON Public Limited Company (NASDAQ: ICLR ). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that fo Show less Read more
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