Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 1, 2025Fund LettersPolen Capital - Global GrowthADYEN Adyen N.V. Information TechnologyData Processing & Outsourced Services Bull NASDAQdigital payments, e-commerce, Equity, Fintech, growth, Netherlands, Payments, recurring revenue, SaaS, technology
Mar 1, 2025Fund LettersPolen Capital - Global GrowthWTW Willis Towers Watson Public Limited Company FinancialsInsurance Brokers Bull NASDAQadvisory services, Brokerage, capital allocation, Equity, financials, Insurance, professional services, Share Buybacks, UK, Value
Mar 1, 2025Fund LettersPolen Capital - Global GrowthNVO Novo Nordisk A/S Health CarePharmaceuticals Bull NYSEBiotech, Diabetes, Equity, growth, healthcare, obesity treatment, pharmaceuticals, Weight loss
Mar 1, 2025Fund LettersPolen Capital - Global GrowthAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, digital advertising, e-commerce, Equity, growth, retail, technology
Mar 1, 2025Fund LettersPolen Capital - Global GrowthGLOB Globant S.A. Information TechnologyIT Consulting & Other Services Bull NYSECyclical, Digital transformation, Equity, growth, It consulting, Software Development, Technology Services
Mar 1, 2025Fund LettersPolen Capital - Global GrowthAON Aon plc FinancialsInsurance Brokers Bull NYSEBrokerage, defensive, Equity, financials, Insurance, Non-Discretionary, professional services, recurring revenue
Mar 1, 2025Fund LettersPolen Capital - Global GrowthABT Abbott Laboratories Health CareHealth Care Equipment Bull NYSEdiagnostics, Equity, growth, healthcare, Medical devices, Medtech, Nutrition, pharmaceuticals, turnaround
Mar 1, 2025Fund LettersPolen Capital - International GrowthTME Tencent Music Entertainment Group Communication ServicesInteractive Media & Services Bull NYSEChina, Digital Content, entertainment, media, Music streaming, recurring revenue, Subscription, Tencent
Mar 1, 2025Fund LettersPolen Capital - International GrowthLONN.SW Lonza Group AG Health CareLife Sciences Tools & Services Bull SIX Swiss ExchangeBiotech, CDMO, contract manufacturing, healthcare, life sciences, Outsourcing, pharmaceuticals, Switzerland
Mar 1, 2025Fund LettersPolen Capital - International GrowthADYEY Adyen N.V. Information TechnologyData Processing & Outsourced Services Bull NASDAQdigital payments, e-commerce, Fintech, growth, Netherlands, Payments, recurring revenue, SaaS
Mar 1, 2025Fund LettersROCKLINC Partners FundKPGHF Kelly Partners Group Holdings Ltd. FinancialsProfessional Services Bull ASXAccounting, Australia, consolidation, Fragmented Market, partnership model, professional services, recurring revenue, Succession Planning, Tax Services, US Expansion
Mar 1, 2025Fund LettersPolen Capital - Emerging Markets GrowthDLO dLocal Information TechnologyData Processing & Outsourced Services Bull NASDAQAlternative Payments, digital payments, Emerging markets, Fintech, growth, Latin America, Payments processing
Mar 1, 2025Fund LettersPolen Capital - Emerging Markets GrowthLVS Las Vegas Sands Consumer DiscretionaryCasinos & Gaming Bull NYSEChinese Consumer, Cyclical, dividend, Gaming, Macau, Singapore, Tourism Recovery, Value
Mar 1, 2025Fund LettersPolen Capital - Emerging Markets GrowthDNP.WA Dino Polska Consumer StaplesFood & Staples Retailing Bull Warsaw Stock ExchangeDefensive growth, European Consumer, grocery retail, Poland, Rural Markets, store expansion, vertical integration
Mar 1, 2025Fund LettersPolen Capital - Emerging Markets GrowthTOTS3.SA Totvs Information TechnologyApplication Software Bull B3Brazil, cross-selling, Digital transformation, ERP, market leader, SaaS, SME Software
Mar 1, 2025Fund LettersPolen Capital - Emerging Markets GrowthTME Tencent Music Entertainment Communication ServicesInteractive Media & Services Bull NYSEcash generation, Chinese Consumer, Digital Entertainment, growth, market leader, Music streaming, SaaS
Mar 1, 2025Fund LettersFarrer 36 Asset ManagementFNV.TO Franco-Nevada Corporation MaterialsGold Bull Toronto Stock ExchangeCanada, commodity, Equity, Gold, inflation hedge, leverage, Mining, Precious Metals, Royalty, Streaming
Mar 1, 2025Fund LettersCastlebay InvestmentsAZO AutoZone Consumer DiscretionarySpecialty Retail Neutral NYSEAftermarket Parts, automotive, Position management, Specialty retail, US, valuation
Mar 1, 2025Fund LettersCastlebay InvestmentsHSBA.L HSBC Holdings FinancialsBanks Bear London Stock ExchangeBanks, Cyclical, financial services, Interest rates, return on equity, UK, valuation
Mar 1, 2025Fund LettersCove Street Capital Small Cap Value FundLGTY Logility Inc. Software & ServicesSoftware Bull NASDAQactivist, dual-class structure, Governance, small-cap, Software, supply chain management, takeover target

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