Here’s What Boosted Argan (AGX) in Q4

Group 1 - Polen Capital's fourth-quarter investor letter for the Polen 5Perspectives Small Growth Strategy reported a return of -1.3% gross and -1.5% net of fees, underperforming the Russell 2000 Growth Index which returned 1.2% [1] - The small-cap asset class gained attention due to declining interest rates and improving earnings growth, with a notable performance from the biotech sector [1] - The Strategy increased its Biotech exposure significantly in response to opportunities from rising interest rates, M&A activity, and AI tailwinds [1] Group 2 - Argan, Inc. (NYSE:AGX) is highlighted as a key stock, providing construction and maintenance services to the power generation market, with a market capitalization of $6.128 billion [2] - Argan, Inc. experienced a one-month return of 21.82% and a remarkable 251.76% increase over the past 52 weeks, closing at $441.71 per share on February 23, 2026 [2] - The company has secured major contracts in Texas for constructing gas-fired power plants, positioning itself well for a multi-year investment cycle in power infrastructure [3]