Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 12, 2023	Fund Letters	White Falcon Capital Management	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Nu Holdings	Financials	Consumer Finance	Bull	NYSE	Brazil, Credit, Data Analytics, digital banking, Emerging markets, Fintech, market share, Neobank, ROE	Login
Jul 5, 2023	Fund Letters	Longriver Investment Partners	AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	Taiwan Semiconductor Manufacturing Company	Information Technology	Semiconductors	Bull	Taiwan Stock Exchange	Advanced Manufacturing, foundry services, market leader, semiconductors, Taiwan, technology, Value	Login
Jun 30, 2023	Fund Letters	Cooper Investors Global Equities Fund (Unhedged)	AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	Taiwan Semiconductor Manufacturing Company	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NYSE	AI, Cyclical, Foundry, high-performance computing, Leading Edge, manufacturing, semiconductors, Taiwan	Login
Jun 30, 2023	Fund Letters	ClearBridge Investments All Cap Growth	AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	Marvell Technology	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	5G, AI infrastructure, automotive, data center, Networking, semiconductors, Storage, technology, Value	Login
Apr 30, 2023	Fund Letters	Deep Sail Capital Partners	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Mercado Libre	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	Brazil, Digital adoption, e-commerce, Fintech, growth, Latin America, Logistics, marketplace, Mexico, network effects, Payments	Login
Dec 31, 2023	Fund Letters	Harding Loevner Global Equity	AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	ServiceNow	Information Technology	Systems Software	Bull	NYSE	Artificial Intelligence, Cloud computing, Digital transformation, Enterprise software, government contracts, IT services, SaaS, workflow automation	Login
Dec 31, 2023	Fund Letters	The London Company SMID Cap	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Endava plc	Information Technology	IT Consulting & Other Services	Bull	NYSE	Agile Technology, Custom Application Development, enterprise IT, IT services, Minimal CapEx, strong balance sheet, Technical Talent Shortage	Login
-	Fund Letters	ClearBridge Investments All Cap Growth	AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	ServiceNow Inc	Software & Services	Application Software	Bull	NYSE	Application Software, Digital transformation, Enterprise software, operating leverage, Platform Solution, wallet share, workflow automation	Login
Sep 30, 2023	Fund Letters	Polen Capital - International Growth	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Globant	Information Technology	IT Consulting & Other Services	Bull	NYSE	Argentina, Digital transformation, emerging technologies, Enterprise Services, IT services, Software Development, Technology Consulting	Login
Sep 30, 2023	Fund Letters	Polen Capital - International Growth	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	digital payments, e-commerce, Emerging markets, Fintech, growth, Latin America, marketplace	Login
Sep 30, 2023	Fund Letters	Polen Capital - U.S. SMID Company Growth	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Globant	Information Technology	IT Consulting & Other Services	Bull	NYSE	Cyclical Resilience, Digital transformation, It consulting, long-term growth, Technology Services	Login
Dec 31, 2023	Fund Letters	Polen Capital - Focus Growth	AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	ServiceNow Inc	Information Technology	Systems Software	Bull	NYSE	Automation, Cloud computing, Digital transformation, Enterprise software, growth, SaaS, technology, Workflow	Login
Dec 31, 2023	Fund Letters	Ariel International Fund	AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	Taiwan Semiconductor Manufacturing Company Ltd	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NYSE	Advanced Manufacturing, Artificial Intelligence, Cyclical Entry, Integrated Circuits, semiconductor foundry, Taiwan, technology leadership	Login
Dec 31, 2023	Fund Letters	NCG Small Cap Growth Strategy	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Endava	Information Technology	IT Consulting & Other Services	Bull	NYSE	banking, Cyclical Recovery, Digital transformation, Fintech, IT services, Outsourcing, Payments, Telecom	Login
Dec 31, 2023	Fund Letters	NCG SMID Cap Growth Strategy	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Endava	Information Technology	IT Consulting & Other Services	Bull	NYSE	banking, Cyclical Recovery, Digital transformation, IT services, Outsourcing, Payments, Technology Consulting, TMT	Login
-	Fund Letters	Brown Capital Management International All Company Fund	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	Argentina, Brazil, digital payments, e-commerce, Fintech, Latin America, Logistics, payment services	Login
Jan 11, 2024	Fund Letters	Infuse Partners	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre Inc	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	competitive moat, dominant market position, e-commerce, Flywheel Effect, founder-led, Latin America, Logistics, Payments	Login
Jan 11, 2024	Fund Letters	Infuse Partners	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Nu Holdings Ltd	Financial Services	Consumer Finance	Bull	NYSE	Brazil, credit cards, digital banking, Fintech, founder-led, Geographic Expansion, Latin America, market share gains, Mobile Banking	Login
-	Fund Letters	Brown Capital Management International All Company Fund	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	cross-selling, digital payments, e-commerce, Fintech, growth, Latin America, marketplace, network effects, payment processing	Login
-	Fund Letters	Ithaka US Growth Strategy	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre, Inc.	Consumer Discretionary	Internet & Direct Marketing Retail	Neutral	NASDAQ	digital payments, e-commerce, Emerging markets, Fintech, Latin America, MercadoPago, network effects, Platform business	Login

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