Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersPolen Capital - International GrowthARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQdigital payments, e-commerce, Emerging markets, Fintech, growth, Latin America, marketplace
Dec 31, 2023Fund LettersClearBridge Investments Dividend StrategyAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Diversified Technology, Dividend Growth, large-cap, risk management, Software
Sep 30, 2023Fund LettersPolen Capital - U.S. SMID Company GrowthARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Globant Information TechnologyIT Consulting & Other Services Bull NYSECyclical Resilience, Digital transformation, It consulting, long-term growth, Technology Services
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Co-Pilot, Enterprise software, generative AI, LLM, productivity software, SaaS
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesEntertainment Bull NASDAQadvertising, Content, digital media, entertainment, growth, SaaS, Streaming, Subscription, turnaround
Oct 1, 2023Fund LettersWedgewood PartnersAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT O'Reilly Automotive Consumer DiscretionaryAutomotive Retail Bull NASDAQAutomotive Aftermarket, DIFM, distribution network, DIY, market share, retailer, ROIC, Share Buybacks
Dec 31, 2023Fund LettersRiverPark Long/Short Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corp. Information TechnologySystems Software Bull NASDAQAzure, Cloud computing, enterprise, Free Cash Flow, operating leverage, Software, technology
-Fund LettersVulcan Value Partners - FocusAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, health insurance, Healthcare services, network effects, Optum Growth, Scale Advantages, vertical integration
Dec 31, 2023Fund LettersMar Vista Strategic Growth FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Digital transformation, Enterprise software, IaaS, PAAS, productivity software, SaaS, technology
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT CrowdStrike Holdings Inc. Software & ServicesSystems Software Bull NASDAQARR growth, Cloud software, cybersecurity, endpoint protection, IT Security, SaaS
Dec 31, 2023Fund LettersNCG Small Cap Growth StrategyARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Endava Information TechnologyIT Consulting & Other Services Bull NYSEbanking, Cyclical Recovery, Digital transformation, Fintech, IT services, Outsourcing, Payments, Telecom
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Endava Information TechnologyIT Consulting & Other Services Bull NYSEbanking, Cyclical Recovery, Digital transformation, IT services, Outsourcing, Payments, Technology Consulting, TMT
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQAzure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, productivity software, SaaS
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT CrowdStrike Holdings Inc. Information TechnologySystems Software Bull NASDAQcloud security, cybersecurity, endpoint protection, growth, SaaS, SIEM, technology
-Fund LettersBrown Capital Management International All Company FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArgentina, Brazil, digital payments, e-commerce, Fintech, Latin America, Logistics, payment services
Jan 11, 2024Fund LettersInfuse PartnersARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM MercadoLibre Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQcompetitive moat, dominant market position, e-commerce, Flywheel Effect, founder-led, Latin America, Logistics, Payments
Jan 11, 2024Fund LettersInfuse PartnersARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Nu Holdings Ltd Financial ServicesConsumer Finance Bull NYSEBrazil, credit cards, digital banking, Fintech, founder-led, Geographic Expansion, Latin America, market share gains, Mobile Banking
-Fund LettersBrown Capital Management International All Company FundAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT Novo Nordisk Health CarePharmaceuticals Bull NYSEBiotech, Denmark, Diabetes, GLP-1, market leader, obesity treatment, Ozempic, pharmaceuticals, Wegovy
-Fund LettersBrown Capital Management International All Company FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQcross-selling, digital payments, e-commerce, Fintech, growth, Latin America, marketplace, network effects, payment processing
Jul 10, 2023Fund LettersMatrix Large Cap Value StrategyAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Health CareHealth Care Providers & Services Bull NYSEdefensive, health insurance, healthcare, market leader, Medical Services, premium valuation, Regulatory risk

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