Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersPolen Capital - U.S. Small Company GrowthBROS Dutch Bros Consumer DiscretionaryRestaurants Bull NYSECoffee, Drive-Through, Food Opportunity, menu innovation, Restaurants, same-store sales, Unit growth
Dec 31, 2024Fund LettersPolen Capital - U.S. Small Company GrowthRVLV Revolve Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEConsumer Discretionary, e-commerce, Fashion retail, Gen Z, international expansion, Millennial, Online Apparel
Dec 31, 2024Fund LettersPolen Capital - U.S. Small Company GrowthWRBY Warby Parker Consumer DiscretionarySpecialty Retail Bull NYSEConsumer Discretionary, direct-to-consumer, Eyewear, Omnichannel, optometry, Specialty retail, vertical integration
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthBROS Dutch Bros Consumer DiscretionaryRestaurants Bull NYSEBeverages, Coffee, Digital Ordering, Drive-Through, Food Innovation, Restaurants, same-store sales, Unit growth
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthWSC Willscot Holdings IndustrialsTrading Companies & Distributors Bull NASDAQconstruction, Industrial, Leasing, Mobile Offices, predictable revenue, Storage Solutions, value-added services
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthPSTG Pure Storage Information TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEAll-Flash, data storage, DirectFlash, energy efficiency, enterprise, GenAI, High-performance, hyperscalers
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthNSIT Insight Enterprises Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQcloud services, Digital transformation, Hardware, IT Solutions, SMB, Software, technology distribution
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthBSY Bentley Systems Information TechnologySoftware Bull NASDAQAI, Digital Twins, engineering, infrastructure software, Mission-Critical, recurring revenue, SaaS, utilities
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthENTG Entegris Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQadvanced nodes, filtration, manufacturing, materials, Process Solutions, semiconductor equipment, specialty chemicals
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthRMBS Rambus Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQdata center, fabless, Free Cash Flow, hyperscalers, Memory Interface, Oem, semiconductors, Silicon IP
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthGSHD Goosehead Insurance FinancialsInsurance Brokers Bull NASDAQAgent Network, digital platform, financial services, insurance brokerage, productivity, Technology Enabled
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthWRBY Warby Parker Consumer DiscretionarySpecialty Retail Bull NYSEdirect-to-consumer, Eyewear, Healthcare services, Omnichannel, optometry, Specialty retail, vertically integrated
Dec 31, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthRVLV Revolve Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEApparel, Consumer Discretionary, Digital Native, e-commerce, fashion, Gen Z, Millennial, online retail
Dec 31, 2024Fund LettersSouthernSun SMID CapBCO Brink's Company IndustrialsSecurity & Alarm Services Bull NYSECash management, Digital Solutions, margin expansion, operational excellence, organic growth, recurring revenue, security services
Dec 31, 2024Fund LettersSouthernSun SMID CapMGPI MGP Ingredients, Inc. Consumer StaplesDistillers & Vintners Bear NASDAQDemand Decline, Distillers, Exit Position, Leadership Turnover, market visibility, Whiskey
Dec 31, 2024Fund LettersSouthernSun SMID CapAWI Armstrong World Industries, Inc. MaterialsBuilding Products Bull NYSEBuilding Products, capital allocation, energy efficiency, market leader, Pricing power, product innovation, strategic acquisitions
Dec 31, 2024Fund LettersSouthernSun SMID CapSEIC SEI Investments Company FinancialsAsset Management & Custody Banks Bull NASDAQasset management, Bull market, financial services, leadership transition, operational efficiency
Dec 31, 2024Fund LettersAlger Spectra FundMELI MercadoLibre, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, credit cards, e-commerce, Fintech, Latin America, market share, network effects
Dec 31, 2024Fund LettersAlger Spectra FundLLY Eli Lilly and Company Health CarePharmaceuticals Bull NYSEDiabetes, drug pipeline, Inventory Dynamics, Mounjaro, Obesity drugs, pharmaceuticals, Zepbound
Dec 31, 2024Fund LettersAlger Spectra FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI services, Azure, capital expenditures, Cloud computing, Corporate Digitization, OpenAI, Software

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