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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 18, 2025 | Invesco Discovery Fund | 17.2% | 3.0% | AAON, CLS CN, CRS, CWAN, DUOL, ESE, EXLS, FLS, FN, INSP, SG | AI investment, earnings, growth, industrial renewal, stock selection | The letter underscores confidence in US growth driven by AI investment, industrial renewal, and improving earnings visibility. Management emphasizes stock selection within industrials and technology as the primary return driver rather than macro forecasting. The outlook favors premier growth compounders with durable competitive positions. | View | |
| 2025 Q2 | Jun 30, 2025 | Fenimore Small Cap Strategy | 2.6% | - | CHE, EXLS, FTDR, TSU CN | Balance Sheets, earnings stability, fundamentals, Quality, small caps | The letter highlights small-cap quality investing in an environment dominated by speculation and AI enthusiasm. Management focuses on financially strong companies with stable earnings that are temporarily out of favor. Long-term compounding and balance sheet strength anchor the strategy. | View | |
| 2023 Q2 | Jun 30, 2023 | Fenimore Dividend Focus Strategy | 4.7% | - | BOC, CASS, CBZ, EXLS | - | View | ||
| 2024 Q1 | May 9, 2024 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | CNM, DAVA, EXLS, GLOB, RVLV, SMCI, WING | - | View | ||
| 2025 Q1 | Apr 23, 2025 | Polen Capital – U.S. Small Company Growth | -10.8% | -10.8% | BROS, ELF, EXLS, FOXF, GLOB, GSHD, MODG, RVLV, TECH, YETI | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, CCCS, CWAN, DCGO, DOCS, EEFT, EXLS, FTCH, GSHD, LESL, OLO, XPEL, YETI | - | View | ||
| 2024 Q3 | Oct 18, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | ALIT, BLD, CWAN, ELF, EXLS, FEVR, FIVE, GSHD, KNSL, MPWR, PGNY, RVLV, TME, TTEK | - | View | ||
| 2025 Q4 | Jan 13, 2026 | Fenimore Small Cap Strategy | -4.1% | -11.6% | APH, BIPC, BROS, BWIN, CASS, CHH, CIGI, DFH, EXLS, EXPO, FND, FSV, FTDR, JKHY, LSTR, NOVT, OSW, PNFP, ROST, SPSC, TRRSF | AI, Quality, small cap, Speculation, underperformance, value | The update highlights selective small-cap growth investing focused on companies with niche leadership, strong balance sheets, and long runway opportunities. Volatility is viewed as a source of opportunity to add to high-quality businesses at reasonable valuations. Small-cap growth is positioned for recovery as earnings growth reaccelerates. | View | |
| 2024 Q4 | Jan 23, 2025 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | ALIT, BLD, CWAN, ELF, EXLS, FEVR, FIVE, GSHD, KNSL, MPWR, PGNY, RVLV, TCEHY, TTEK | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||