Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthPGNY Progyny Health CareHealth Care Services Neutral NASDAQCustomer Loss, Fertility Benefits, Long-term Opportunity, managed care, Under Review, Utilization Trends
Sep 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthHLNE Hamilton Lane FinancialsAsset Management & Custody Banks Bull NASDAQalternative investments, asset management, consistent performance, Fund Manager, Private markets
Sep 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthRVLV Revolve Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSECost efficiency, earnings growth, Gen Z, international expansion, Millennial, online retail
Sep 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthGSHD Goosehead Insurance FinancialsInsurance Brokers Bull NASDAQdigital platform, insurance brokerage, market share gains, Productivity Improvement, Revenue Growth
Sep 30, 2024Fund LettersPolen Capital - Focus GrowthABNB Airbnb, Inc. Consumer ServicesHotels, Restaurants & Leisure Bull NASDAQAccommodations, Consumer services, Leisure, marketplace, platform, Sharing Economy, Tourism, Travel
Sep 30, 2024Fund LettersPolen Capital - Focus GrowthSHOP.TO Shopify Inc. SoftwareApplication Software Bull TSXApplication Software, digital payments, DTC, e-commerce, Mobile Commerce, Omnichannel, platform, SaaS
Sep 30, 2024Fund LettersPolen Capital - Focus GrowthORCL Oracle Corporation SoftwareSystems Software Bull NYSEAutonomous Database, cloud infrastructure, cybersecurity, Database Software, Enterprise software, Private Cloud, SaaS, Systems Software
Sep 30, 2024Fund LettersPolen Capital - Focus GrowthAAPL Apple Inc. Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, GenAI, growth, iOS, iPhone, Smartphones, technology hardware
Sep 30, 2024Fund LettersPolen Capital - International GrowthONON On Holding AG Consumer DiscretionaryFootwear Bull NYSECloud Technology, global expansion, growth, Performance Athletics, Premium Footwear, premium pricing, Swiss Brand
Sep 30, 2024Fund LettersPolen Capital - International Growth8035.T Tokyo Electron Information TechnologySemiconductor Equipment Bull Tokyo Stock ExchangeAI infrastructure, Digital transformation, earnings growth, Japanese equities, memory cycle, Memory Production, semiconductor equipment
Sep 30, 2024Fund LettersPolen Capital - International GrowthASML ASML Information TechnologySemiconductor Equipment Bull NASDAQAI infrastructure, backlog, Competitive Advantage, EUV lithography, Leading-Edge Chips, semiconductor equipment, valuation
Sep 30, 2024Fund LettersPolen Capital - International GrowthICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, Cro, drug development, life sciences, Pharmaceutical Outsourcing, R&D Services
Sep 30, 2024Fund LettersPolen Capital - International GrowthSAP SAP Information TechnologyApplication Software Bull NYSECloud Adoption, Enterprise software, ERP systems, Mission-Critical, Partner Ecosystem, recurring revenue, transformation
Sep 30, 2024Fund LettersPolen Capital - International GrowthMELI MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQCredit Lending, e-commerce, Fintech, Latin America, market share gains, Payments, User Base Growth
Sep 30, 2024Fund LettersPolen Capital - International GrowthAON AON FinancialsInsurance Brokers Bull NYSEacquisition, Insurance Brokers, Mid-Market Expansion, professional services, Reinsurance, risk management, technology infrastructure
Sep 30, 2024Fund LettersPolen Capital - Global GrowthORCL Oracle Corporation Software & ServicesSystems Software Bull NASDAQAutonomous Database, cloud infrastructure, Database, Digital transformation, Enterprise software, Hyperscaler Competition, Private Cloud, SaaS
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundENTG Entegris Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQadvanced materials, Chip Manufacturing, Consumables, Contamination Control, Microelectronics, semiconductor materials, specialty chemicals, Technology Components
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundSNPS Synopsys Information TechnologyApplication Software Bull NASDAQAI chips, Application Software, chip design, electronic design automation, Semiconductor Software, semiconductors, Software Tools, technology
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundCRWD CrowdStrike Information TechnologySystems Software Bull NASDAQCloud computing, cybersecurity, endpoint protection, Enterprise security, Security Software, Software, Systems Software, technology leadership
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundCELH Celsius Consumer StaplesSoft Drinks Bear NASDAQbeverage industry, consumer staples, convenience stores, Distribution, Energy drinks, Functional Beverages, inventory management, Retail Traffic

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