Polen Capital Management LLC released its second-quarter 2025 investor letter for the Polen Global Growth Strategy, noting the market’s embrace of pro-growth policies but vulnerability to geopolitical tensions. The Strategy returned 8.16% gross of fees in the quarter, with international stocks outperforming U.S. stocks since 2009. Check the fund’s top five holdings for insights.

Starbucks Corporation (NASDAQ:SBUX) was highlighted in Polen Global Growth Strategy’s Q2 2025 investor letter. The Seattle-based coffee giant saw a one-month return of -5.20% and closed on August 19, 2025, at $90.93 per share with a market cap of $103.36 billion. CEO Brian Niccol’s turnaround plan aims for significant growth.

In its investor letter, Polen Global Growth Strategy praised Starbucks Corporation (NASDAQ:SBUX) and CEO Brian Niccol’s leadership, expecting substantial upside for the iconic brand. Niccol’s experience at Chipotle and plans for store operations, marketing, and customer service have bolstered confidence in Starbucks’ future growth potential.

Starbucks Corporation (NASDAQ:SBUX) saw 70 hedge fund portfolios holding its stock at the end of Q1, down from 84 in the previous quarter. Despite a 4% revenue increase in Q3 of fiscal 2025, some investors see greater potential in AI stocks with less downside risk. Consider exploring undervalued AI stocks for investment opportunities.

Read more at Yahoo Finance: Polen Global Growth Strategy Reestablished a Position in Starbucks (SBUX). Here’s Why