Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthTTEK Tetra Tech IndustrialsResearch & Consulting Services Bull NASDAQDisaster Response, Environmental consulting, government contracts, infrastructure spending, PFAS Cleanup, Sustainable Infrastructure, Water infrastructure, Water Scarcity
Jun 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthRGEN Repligen Health CareLife Sciences Tools & Services Bull NASDAQBiologic Drugs, Bioprocessing, CDMO, filtration, Life Sciences Tools, market share gains, Process Analytics, Technical Leadership
Jun 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthCCCS CCC Intelligent Solutions Information TechnologyApplication Software Bull NYSEAuto Insurance, Claims Processing, cloud platform, High retention, marketplace, Near Monopoly, network effects, recurring revenue
Jun 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthKGIC Kinsale Capital Group FinancialsProperty & Casualty Insurance Bull NYSEexcess and surplus lines, founder-led, Hard-to-Place Risks, Small Accounts, specialty insurance, Technology-Driven, underwriting
Jun 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthAAON AAON IndustrialsBuilding Products Bull NASDAQBuilding Products, Commercial Buildings, data centers, Decarbonization, Electrification, HVAC, Semi-Custom Equipment
Jun 30, 2024Fund LettersPolen Capital - Global SMID Company Growth4480.T Medley Health CareHealth Care Services Bull TSEDemographics, digital health, growth, Healthcare Technology, Human Resources, Japan, Medical Services
Jun 30, 2024Fund LettersPolen Capital - Global SMID Company GrowthDATA.L GlobalData Communication ServicesInteractive Media & Services Bull LSEbusiness intelligence, Data Analytics, growth, Market Research, professional services, subscription model, UK
Jun 30, 2024Fund LettersPolen Capital - Global SMID Company GrowthALIT Alight Information TechnologyData Processing & Outsourced Services Bull NYSECloud software, Employee Benefits, growth, Hr Technology, SaaS, technology, Workplace Tools
Jun 30, 2024Fund LettersPolen Capital - Global SMID Company GrowthPGNY Progyny Health CareHealth Care Services Bull NASDAQEmployee Benefits, Fertility Benefits, growth, healthcare, Healthcare services, IVF, managed care
Jun 30, 2024Fund LettersPolen Capital - Global SMID Company GrowthDLO dLocal Information TechnologyData Processing & Outsourced Services Bull NASDAQdigital payments, Emerging markets, Fintech, growth, Payments processing, technology, Uruguay
Jun 30, 2024Fund LettersPolen Capital - Global SMID Company GrowthMPWR Monolithic Power Systems Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Analog Circuits, Enterprise Data, growth, Power management, semiconductors, technology
Jun 30, 2024Fund LettersPolen Capital - Global SMID Company GrowthPME.AX Pro Medicus Health CareHealth Care Technology Bull ASXAI Diagnostics, Australia, growth, healthcare, healthcare software, medical imaging, medical technology, SaaS
Jun 30, 2024Fund LettersPolen Capital - Global SMID Company GrowthTME Tencent Music Entertainment Communication ServicesInteractive Media & Services Bull NYSEChina, Communication Services, digital media, growth, Music streaming, SaaS, subscription model
Jun 30, 2024Fund LettersPolen Capital - International Growth8035.T Tokyo Electron Information TechnologySemiconductor Equipment Bull Tokyo Stock ExchangeAI, Chip Manufacturing, Digitalization, Equity, Japan, semiconductor equipment, technology
Jun 30, 2024Fund LettersPolen Capital - International GrowthAON Aon plc FinancialsInsurance Brokers Bull NYSEdefensive, Equity, insurance brokerage, M&A, Mid-market, professional services, risk management
Jun 30, 2024Fund LettersPolen Capital - International GrowthICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, Clinical trials, Cro, Equity, life sciences, Outsourcing, pharmaceuticals
Jun 30, 2024Fund LettersPolen Capital - International GrowthSGE.L The Sage Group Information TechnologyApplication Software Bull London Stock ExchangeAccounting Software, Application Software, Equity, Mid-market, Mission-Critical, SMB software, UK
Jun 30, 2024Fund LettersPolen Capital - International GrowthTEP.PA Teleperformance Information TechnologyIT Consulting & Other Services Bull Euronext ParisAI impact, contact centers, Customer service, Equity, france, IT services, Value
Jun 30, 2024Fund LettersPolen Capital - International GrowthSAP SAP SE Information TechnologySystems Software Bull NYSECloud computing, Digital transformation, Enterprise software, Equity, Germany, SaaS, Systems Software
Jun 30, 2024Fund LettersPolen Capital - International GrowthHDB HDFC Bank FinancialsBanks Bull NYSEBanks, Deposit Franchise, Emerging markets, Equity, financials, India, risk management

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