Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 24, 2025 | Polen Capital – Emerging Markets Growth | 12.6% | 14.5% | 8069 TT, BABA, DLO, PDD, TME, WIZZ LN | Compounding, earnings growth, emerging markets, Quality, secular growth | The letter emphasizes long-term secular growth in emerging markets driven by rising middle-class consumption, digital adoption, and high-quality companies gaining share in underpenetrated markets. Management argues that short-term macro volatility and geopolitics obscure durable earnings growth and return-on-capital advantages. The strategy focuses on a concentrated set of resilient compounders capable of sustaining above-average growth through cycles. | 8069 TT PDD WIZZ LN DLO BABA TME |
View |
| 2024 Q2 | Jun 30, 2024 | Apis Deep Value Fund | 3.1% | - | 1405 HK, 4506 JP, 8069 TT | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Baron Emerging Markets Fund | 9.0% | 16.2% | 000660 KS, 005930 KS, 095340, 207940 KS, 300750 CH, 8069 TT, MPNGY, PDD, TRENT IN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Damian Bird | E Ink Holdings Inc. | Information Technology | Electronic Components | Bull | New York Stock Exchange | Components, Display, Epaper, retail, Structuralgrowth | 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. | ||||||||