Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersPolen Capital - International GrowthAIR FP|ICLR|LIN|MRVL|NOW|TSM ICON plc Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, Clinical research, Cro, Cyclical Recovery, Healthcare services, Ireland, Pharmaceutical, R&D
Mar 31, 2023Fund LettersHarding Loevner Emerging Markets EquityARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Globant Information TechnologyIT Consulting & Other Services Bull NYSEAI, Argentina, Cloud Operations, cybersecurity, Digital transformation, IT services, net cash, Software Development
Sep 30, 2025Fund LettersPolen Capital - International GrowthAIR FP|ICLR|LIN|MRVL|NOW|TSM ICON plc Health CareLife Sciences Tools & Services Bull NASDAQBiotech, contract research organization, Cyclical Recovery, drug development, healthcare, life sciences, R&D Services
Mar 31, 2023Fund LettersBrown Capital Management International All Company FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM MercadoLibre Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQe-commerce, Fintech, Gmv Growth, infrastructure investment, Latin America, MercadoPago, Payments
-Fund LettersNZS Capital - GrowthTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Foundry, Leading Edge, manufacturing, Monopoly, semiconductors, Strategic Pricing, Taiwan
-Fund LettersEagle Capital ManagementTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NYSEAI, automotive, Cyclical, Foundry, market leader, Process Technology, semiconductors, Taiwan

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