Polen Global Growth Strategy highlights Willis Towers Watson's strengths, potential for shareholder returns

From Yahoo Finance: 2025-05-23 12:49:00

Polen Capital Management released its first-quarter 2025 investor letter, noting global equity market volatility due to US tariffs. The Strategy returned -5.18% gross in the quarter, lagging the MSCI ACW Index. Willis Towers Watson (WTW) stock gained 21.60% over 52 weeks, closing at $308.07 per share on May 22, 2025.

Polen Global Growth Strategy highlighted Willis Towers Watson (WTW) in its Q1 2025 investor letter, citing its robust customer relationships, brand recognition, and capital allocation decisions. WTW repurchased over 21% of shares outstanding since the blocked Aon merger. The company’s sound execution in a durable growth market may lead to a shareholder return profile in the low-to-mid teens.

Willis Towers Watson (WTW) is not among the 30 most popular stocks among hedge funds, with 48 hedge fund portfolios holding the company at the end of the fourth quarter. While WTW shows investment potential, AI stocks are seen as more promising for higher returns within a shorter timeframe. Investors seeking AI stocks with significant upside may find value in an undervalued AI stock set for massive gains.



Read more at Yahoo Finance: What Makes Willis Towers Watson Public Limited Company (WTW) a Lucrative Investment?