Polen Global Growth Includes NVIDIA, Broadcom, TSMC, Boston Scientific, and Uber; Sells Off ADP, Airbnb, and Accenture
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 28 2025
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Source: SeekingAlpha
Portfolio Performance: The Polen Global Growth Composite Portfolio achieved a 3.0% gross return and a 2.7% net return in Q3.
New Investments: The fund initiated new positions in companies like NVIDIA, Broadcom, TSMC, Boston Scientific, and Uber, while also increasing stakes in existing holdings.
Position Adjustments: To optimize the portfolio, the fund sold off positions in ADP, Airbnb, Accenture, and Thermo Fisher Scientific, and made selective reductions in other areas.
Growth Expectations: The fund projects earnings growth of approximately 20% per year in the near term, believing a mid-thirties valuation multiple is justified for this growth rate.
Analyst Views on PCGG
Wall Street analysts forecast PCGG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PCGG is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 11.640
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Current: 11.640
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
