Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Sep 30, 2025 | Fund Letters | Polen Capital - International Growth | AIR FP|ICLR|LIN|MRVL|NOW|TSM | ICON plc | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | biotechnology, Clinical research, Cro, Cyclical Recovery, Healthcare services, Ireland, Pharmaceutical, R&D | Login |
| Mar 31, 2023 | Fund Letters | Harding Loevner Emerging Markets Equity | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Globant | Information Technology | IT Consulting & Other Services | Bull | NYSE | AI, Argentina, Cloud Operations, cybersecurity, Digital transformation, IT services, net cash, Software Development | Login |
| Sep 30, 2025 | Fund Letters | Polen Capital - International Growth | AIR FP|ICLR|LIN|MRVL|NOW|TSM | ICON plc | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Biotech, contract research organization, Cyclical Recovery, drug development, healthcare, life sciences, R&D Services | Login |
| Mar 31, 2023 | Fund Letters | Brown Capital Management International All Company Fund | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | MercadoLibre Inc | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | e-commerce, Fintech, Gmv Growth, infrastructure investment, Latin America, MercadoPago, Payments | Login |
| - | Fund Letters | NZS Capital - Growth | TSM | Taiwan Semiconductor Manufacturing Company | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NYSE | AI, Foundry, Leading Edge, manufacturing, Monopoly, semiconductors, Strategic Pricing, Taiwan | Login |
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