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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Harding Loevner International Small Companies Equity | 16.7% | 18.6% | 3697 JP, 4527 JP, ATE FP, CYBR, GLOB, REY IM | growth, international, moats, small caps | 3697 JP 4527 JP GLOB CYBR |
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| 2025 Q2 | Jul 17, 2025 | Harding Loevner Global Small Companies | 10.6% | 7.2% | 3697 JP, CYBR, ENS, G24 GR, GLOB, MAXF IN | AI Adoption, Competitive Advantage, innovation, productivity, small caps | The letter emphasizes AI as a potential equalizer for small companies, enabling productivity gains, new services, and competitive leapfrogging. Management focuses on firms with strong leadership, balance sheets, and reinvestment discipline that can harness AI effectively. Small-cap innovation is positioned as underappreciated. | CYBR GLOB |
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| 2024 Q1 | May 9, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 3697 JP, CNM, DAVA, EVD GR, GLOB, TOI CN | - | View | ||
| 2023 Q2 | Jul 19, 2023 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 3697 JP, 6ON GR, AIF CN, DPH LN, DT, GSHD, KWS LN, RVLV, TOM NO | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Harding Loevner International Small Companies Equity | -10.5% | -10.5% | 0MR5 LN, 3697 JP, AFX GR, ATE FP, EVT GR, LEHN SW, LEHNZ LN, MEGACPO MM, PFV GR, TOWR IJ, YOU LN | - | View | ||
| 2023 Q4 | Feb 16, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 3697 JP, CCCS, EVD GR, FIVE, PAYC, XPEL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Jafar Rizvi | SHIFT Inc. | Information Technology | Application Software | Bull | New York Stock Exchange | AI, Japan, Quality, services, Software, Testing | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||