In Q4 2025, Polen Capital initiated a new position in Tencent Holdings and Spotify and sold its positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday. Eli Lilly was the top performing ...
Eli Lilly’s stock price has underperformed this year, much of it on the back of drug pricing concerns, potential tariff impacts and, perhaps, less enthusiasm for GLP-1 drugs. The primary drag for the ...
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