Here’s Why Alibaba Group (BABA) is on the Contributors List of Polen International Growth

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Soumya Eswaran

Wed, March 18, 2026 astatine 7:07 AM CDT 3 min read

Polen Capital, an concern absorption company, released its fourth-quarter capitalist missive for “Polen International Growth Strategy”. A transcript of the missive tin beryllium downloaded here. In 2025, overseas equity markets reached their highest returns successful much than a decade, whereas Polan International Growth had level returns. This was not attributed to weakening concern fundamentals among its holdings, but the market’s penchant for cyclically delicate businesses. The strategy seeks to put successful companies with enduring competitory strengths, precocious returns connected invested capital, and accordant earnings. The Strategy returned -2.21% (gross) and -2.52% (net) successful Q4 compared to 5.05% instrumentality for MSCI ACWI (ex-USA). For 2025, the Strategy returned 0.68% (gross) and -0.52% (net) compared to 32.39% instrumentality for the Index. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Polen International Growth Strategy highlighted stocks similar Alibaba Group Holding Limited (NYSE:BABA). Alibaba Group Holding Limited (NYSE:BABA) is simply a Chinese multinational institution that focuses connected unreality computing, e-commerce, and artificial intelligence. On March 17, 2026, Alibaba Group Holding Limited (NYSE:BABA) banal closed astatine $136.57 per share. One-month instrumentality of Alibaba Group Holding Limited (NYSE:BABA) was -12.33%, and its shares mislaid 4.63% implicit the past 52 weeks. Alibaba Group Holding Limited (NYSE:BABA) has a marketplace capitalization of $326.049 billion.

Polen International Growth Strategy stated the pursuing regarding Alibaba Group Holding Limited (NYSE:BABA) successful its 4th fourth 2025 capitalist letter:

"The apical 3 contributors to the Portfolio’s comparative show successful the 4th were Tokyo Electron, Alibaba Group (not owned), and ASML. Alibaba Group Holding Limited (NYSE:BABA) (not owned) shares declined -19% during the 4th arsenic profitability successful the halfway e-commerce concern has been pressured by dense investments to vie with Meituan successful nutrient and market delivery."

Alibaba (BABA) Soars 8% connected US Chip Exports Ease to China

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