Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 1, 2025Fund LettersPolen Capital - U.S. Small Company GrowthELF e.l.f. Beauty Inc. Consumer StaplesPersonal Products Bull NYSEBeauty, China exposure, consumer staples, Cosmetics, manufacturing, Pricing power, supply chain, tariffs
Mar 1, 2025Fund LettersPolen Capital - U.S. Small Company GrowthGLOB Globant S.A. Information TechnologyIT Services Bull NYSECyclical Recovery, Digital transformation, Enterprise software, Global Delivery, IT services, Revenue Growth, Technology Services
Mar 1, 2025Fund LettersPolen Capital - U.S. Small Company GrowthGSHD Goosehead Insurance Inc. FinancialsInsurance Brokers Bull NASDAQAgent Network, digital platform, financials, insurance brokerage, P&C insurance, premium growth, Technology Enabled
Mar 1, 2025Fund LettersPolen Capital - U.S. Small Company GrowthEXLS ExlService Holdings Inc. Information TechnologyIT Services Bull NASDAQAI, BPO, Digital transformation, Insurance, IT services, Large Language Model, Nvidia partnership, Spending Recovery, valuation recovery
Mar 1, 2025Fund LettersPolen Capital - U.S. Small Company GrowthBROS Dutch Bros Inc. Consumer DiscretionaryRestaurants Bull NYSEbrand recognition, Coffee, comparable sales, Consumer Discretionary, Digital Ordering, Drive-Through, growth, Restaurants, unit expansion
Mar 1, 2025Fund LettersPolen Capital - Global SMID Company GrowthSAIA Saia IndustrialsTrucking Bull NASDAQCyclical Recovery, industry consolidation, Less-than-truckload, market leader, Transportation, Trucking, US, Value
Mar 1, 2025Fund LettersPolen Capital - Global SMID Company GrowthKLYJ.NS Kalyan Jewellers Consumer DiscretionarySpecialty Retail Neutral National Stock Exchange of IndiaCorporate Governance, Emerging markets, India, Jewelry Retail, private equity, Returns on Capital, store expansion
Mar 1, 2025Fund LettersPolen Capital - Global SMID Company GrowthELF e.l.f. Beauty Consumer StaplesPersonal Care Products Bull NYSEBeauty, Consumer Trade-Down, Cosmetics, market share gains, Price Advantage, US, Value Positioning
Mar 1, 2025Fund LettersPolen Capital - Global SMID Company GrowthGLOB Globant Information TechnologyIT Consulting & Other Services Bull NYSEcyclical headwinds, Digital transformation, Disney, IT services, Revenue Growth, South America, Technology Consulting
Mar 1, 2025Fund LettersPolen Capital - Global SMID Company GrowthLOTTO.MI Lottomatica Consumer DiscretionaryCasinos & Gaming Bull Borsa ItalianaDigital Transition, EBITDA Margin Expansion, Gaming, Italy, market leader, Omnichannel, online gambling, Value
Mar 1, 2025Fund LettersPolen Capital - Global SMID Company GrowthGSHD Goosehead Insurance FinancialsInsurance Brokers Bull NASDAQContingent Commissions, EBITDA Margin Expansion, financial services, franchise model, growth, Insurance Broker, US
Mar 1, 2025Fund LettersPolen Capital - Global SMID Company Growth8136.T Sanrio Communication ServicesEntertainment Bull Tokyo Stock ExchangeAnime, Character Brands, Consumer products, entertainment, international expansion, Japan, Licensing, margin expansion
Mar 1, 2025Fund LettersPolen Capital - U.S. SMID Company GrowthMANH Manhattan Associates Inc Information TechnologyApplication Software Bull NASDAQCloud software, Distribution Centers, Modular Platform, SaaS Transition, subscription model, Supply chain software, Warehouse Management
Mar 1, 2025Fund LettersPolen Capital - U.S. SMID Company GrowthWING Wingstop Inc Consumer DiscretionaryRestaurants Bull NASDAQasset-light, Customer loyalty, digital innovation, franchise model, international expansion, QSR, Unit economics
Mar 1, 2025Fund LettersPolen Capital - U.S. SMID Company GrowthFIX Comfort Systems USA Inc IndustrialsConstruction & Engineering Bull NYSEBuilding Systems, consolidation, data centers, Fragmented Industry, Free Cash Flow, healthcare, MEP Contractor
Mar 1, 2025Fund LettersPolen Capital - U.S. SMID Company GrowthROAD Construction Partners Inc IndustrialsConstruction & Engineering Bull NASDAQconsolidation, government contracts, infrastructure, Paving, Road Maintenance, Southeast US, vertical integration
Mar 1, 2025Fund LettersPolen Capital - U.S. SMID Company GrowthSAIA SAIA Inc IndustrialsTrucking Bull NASDAQCyclical Recovery, Freight, Logistics, Ltl, margin expansion, Scale Advantages, Transportation
Mar 1, 2025Fund LettersPolen Capital - Focus GrowthAON Aon plc FinancialsInsurance Brokers Bull NYSEClient Retention, defensive, Global, inflation hedge, insurance brokerage, professional services, recurring revenue, scale
Mar 1, 2025Fund LettersPolen Capital - Focus GrowthSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bull NASDAQBrand, Coffee, margin expansion, Operations, Restaurant, retail, Store Productivity, turnaround
Mar 1, 2025Fund LettersPolen Capital - Global GrowthMELI MercadoLibre, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, digital payments, e-commerce, Emerging markets, Equity, Fintech, growth, Latin America, Logistics

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