What Makes Broadcom (AVGO) a Lucrative Investment?

Core Insights - Polen Capital's "Polen Focus Growth Strategy" reported a gross return of 3.34% and a net return of 3.14% for Q3 2025, underperforming the Russell 1000 Growth Index (10.51%) and the S&P 500 Index (8.12%) [1] - The equity market's strong performance in Q3 2025 was fueled by enthusiasm for generative AI and strength in the semiconductor sector, alongside positive economic surprises and better-than-expected corporate earnings [1] Company Highlights - Broadcom Inc. (NASDAQ:AVGO) was highlighted as a key stock, with a one-month return of -0.92% and a remarkable 102.69% increase in value over the last 52 weeks, closing at $356.70 per share on October 13, 2025, with a market capitalization of $1.684 trillion [2] - Polen Focus Growth Strategy initiated positions in both NVIDIA and Broadcom in early August 2025, after a 2.5-year absence from these stocks due to concerns over their cyclical business models and the potential for downcycles impacting earnings growth [3]