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| 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 |
| 2025 Q1 | Apr 29, 2025 | Polen Capital – Emerging Markets Growth | 1.7% | 1.7% | DLO, DNOPY, LVS, TME, TOTS3 BZ | - | View | ||
| 2024 Q2 | Jul 24, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | ALIT, BMBL, DATA LN, DLO, MDLM, MPWR, PGNY, PRO AU, TME | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 20, 2026 | Seeking Alpha | Seeking Alpha | DLocal Limited | Financial Technology | Merchant Services | Bull | Nasdaq Stock Market | Emerging markets, financial technology, Free Cash Flow, integrated payments, Latin America, market undervaluation, Merchant Services, operating leverage, shareholder returns, total payment volume | View Pitch |
| Jan 23, 2026 | Twitter / X | @realroseceline | DLocal Limited | Information Technology | Application Software | Bull | NASDAQ | Dlo, Emerging markets, Fintech, Global, Local, Payment, Payments, Satellite | View Pitch |
| Jan 22, 2026 | Twitter / X | @realroseceline | DLocal Ltd. | Information Technology | Bull | NASDAQ | Dlo, Dlocal, Emerging markets, Global, Payments, scaling, Scaling Tpv, Tpv | View Pitch | |
| Jan 22, 2026 | Twitter / X | @realroseceline | DLocal Ltd. | Information Technology | Data Processing & Outsourced Services | Bull | NASDAQ | consumer lending, Crypto, Dlo, Emerging markets, Fintech, Payments, Pedro, Satellite | View Pitch |
| Jan 8, 2026 | Fund Letters | Damian Bird | dLocal Limited | Financials | Transaction & Payment Processing Services | Bull | NASDAQ | Crossborder, emergingmarkets, Fintech, growth, Payments | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Danil Sereda | DLocal Limited | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Latin-American Investor | DLocal Limited | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | 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. | ||||||||