Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersAristotle Small Cap Equity FundENOG.L Northern Oil and Gas Inc EnergyOil, Gas & Consumable Fuels Bull NYSEAcreage Acquisition, capital allocation, energy, Non-Operated, Oil & Gas, shale basins, Working Interest
-Fund LettersAristotle Small Cap Equity FundBBDC4.SA Belden Inc Information TechnologyElectronic Equipment, Instruments & Components Bull NYSE5G, broadband, Connectivity, cybersecurity, Industrial automation, Signal Transmission, Smart Buildings, Solutions Provider
-Fund LettersAristotle Small Cap Equity FundOII Oceaneering International Inc EnergyEnergy Equipment & Services Bull NYSEAerospace, Defense, Engineered Services, Industrial Robotics, manufacturing, Offshore energy, Technology Solutions
-Fund LettersAristotle Small Cap Equity FundCUBI Customers Bancorp Inc FinancialsBanks Bull NYSEbanking, Capital Accumulation, credit quality, financial services, net interest margin, Pennsylvania, regional bank
-Fund LettersAristotle Small Cap Equity Fund^GSPC SP Plus Corporation IndustrialsCommercial Services & Supplies Bull NASDAQacquisition target, Commercial Services, Event Logistics, Facility Services, M&A, Parking Management, payment services
Oct 20, 2023Fund LettersLiberty Park Capital ManagementTGLS Tecnoglass Inc MaterialsBuilding Products Bull NASDAQBuilding Products, Colombia, Commercial, Cost advantage, Glass, Inflation Reduction Act, Manufacturer, market share, Peer Valuation, Residential, tax credits, Value, vertical integration, Windows
-Fund LettersClearBridge Investments All Cap Growth0CUN LN Unity Software Inc Software & ServicesApplication Software Bear NYSEadvertising, Game Engine, M&A, platform, Pricing power, Thesis Deterioration, Video games
-Fund LettersClearBridge Investments All Cap GrowthAIR FP|ICLR|LIN|MRVL|NOW|TSM ServiceNow Inc Software & ServicesApplication Software Bull NYSEApplication Software, Digital transformation, Enterprise software, operating leverage, Platform Solution, wallet share, workflow automation
-Fund LettersClearBridge Investments All Cap GrowthCTAS Cintas Corporation Commercial & Professional ServicesCommercial Services & Supplies Bull NASDAQCommercial Services, Facilities Services, margin expansion, market leader, Route Density, Scale Economics, Uniform Rental
Dec 31, 2023Fund LettersPolen Capital - International GrowthTEMN.SW Temenos Software & ServicesApplication Software Bull SIX Swiss ExchangeBanking Software, Management Stabilization, margin expansion, Mission-Critical, Revenue Predictability, Subscription Transition, Switzerland
Dec 31, 2023Fund LettersPolen Capital - International GrowthHDFCBANK.NS HDFC Bank BanksBanks Bull National Stock Exchange of India17x Forward Earnings, deposit growth, India, market share gains, Merger Integration, Outsized Growth, private banking
Dec 31, 2023Fund LettersPolen Capital - International GrowthTEP.PA Teleperformance Software & ServicesIT Consulting & Other Services Bull Euronext Paris8x Earnings, AI integration, call center, france, Human Experience, Low Double-Digit Returns, Outsourced Services
Dec 31, 2023Fund LettersPolen Capital - International GrowthMDT Medtronic Health Care Equipment & ServicesHealth Care Equipment Bull New York Stock ExchangeDecade-Low Valuation, GLP-1 Impact, innovation, market leader, medical technology, product launches, R&D pipeline
Dec 31, 2023Fund LettersPolen Capital - International Growth6920.T Lasertec Technology Hardware & EquipmentSemiconductor Equipment Bull Tokyo Stock ExchangeCyclical Recovery, Euv, Japan, Monopoly, Photomask Inspection, premium valuation, semiconductor equipment
Dec 31, 2023Fund LettersPolen Capital - International GrowthSHOP.TO Shopify Software & ServicesInternet Software & Services Bull Toronto Stock ExchangeCanada, e-commerce, margin expansion, market share gains, Mid-Teens Compounder, platform, SaaS
Dec 31, 2023Fund LettersPolen Capital - International GrowthSGE.L Sage Group Software & ServicesApplication Software Bull London Stock ExchangeApplication Software, Mid-Teens Growth, Mission-Critical, recurring revenue, SaaS, SMB software, UK
Dec 31, 2023Fund LettersPolen Capital - Global GrowthABT Abbott Laboratories Health CareHealth Care Equipment & Supplies Bull NYSEdiagnostics, Diversified, Durable Growth, Global, healthcare, Medical devices, value opportunity
Sep 30, 2023Fund LettersPolen Capital - Global GrowthAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, AWS, Capacity utilization, Cloud computing, digital infrastructure, e-commerce, Free Cash Flow
Dec 31, 2023Fund LettersPolen Capital - Global GrowthAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT Novo Nordisk Health CarePharmaceuticals Bull NYSEDenmark, Diabetes, GLP-1, healthcare innovation, obesity treatment, pharmaceuticals, secular growth
Sep 30, 2023Fund LettersPolen Capital - Global GrowthWDAY Workday, Inc. Information TechnologyApplication Software Bull NASDAQCloud computing, Compounding growth, Enterprise software, financial software, Geographic Expansion, Human capital management, SaaS

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