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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, ALTR, CCCS, CWA, DCGO, DOCS, EEFT, EXL, FTCH, GSHD, LESL, OLO, XPEL, YETI | growth, insurance, Quality, small caps, software, technology | Small cap companies as an asset class are heavily discounted relative to history, presenting attractive opportunities regarding valuation and the prospect of persistent growth. High quality small cap companies have greater latent potential for growth relative to more mature businesses and can quickly reduce spending and increase profitability if needed. | EXLS XPEL CLWD ALIT AMDOCS EEFT YETI CCCS GSHD |
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| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | CPRT, CWA, DOCS, FTCH, GLOB, GSHD, OLO, PAYC, YETI | growth, insurance, Quality, small caps, software, technology | Polen emphasizes building a portfolio for resilience amid macroeconomic uncertainty. They focus on businesses with robust free cash flow, persistent growth, and high returns on capital that can navigate rapidly shifting conditions through disciplined investment processes. | ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN PAYC AMDOCS FTCH YETI ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM GSHD |
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| 2022 Q4 | Oct 1, 2023 | White Falcon Capital Management | 6.0% | 8.5% | AMD, CPLFF, DSEY, EPAM, FTCH, Gold, MAXR, Precious Metals | - | View | ||
| 2023 Q2 | Jul 14, 2023 | Patient Capital Management | 5.6% | 15.8% | ANGI, C, COST, DAL, EXPE, FTCH, GM, IAC, JPM, MAT, META, MGM, OMF, WAL | Behavioral Edge, capital returns, financials, large cap, Travel, value | Manager sees significant exposure to travel as mispriced with continued upside potential. Travel has been booming for the last year but valuations remained depressed until recently. Spending has yet to normalize to pre-pandemic levels and the category is expected to grow at twice the rate of overall consumer spend next year. | ^GSPC WAL IAC |
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| 2023 Q4 | Jan 17, 2024 | Patient Capital Management | 5.6% | 15.8% | AMZN, COIN, EXPE, FTCH, GOOGL, KRTX, META, SPLK, UBER, UBS, WAL | Banking, growth, Long/Short, Opportunistic, Quality, technology, value | Manager believes low multiple classic value stocks have been left for dead and offer very handsome return potential after the worst performance in history. Previous episodes of low-multiple underperformance were followed by sustained outperformance averaging 18%-plus annualized returns. | FTCH EXPE WAL HUBS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Patient Capital Management | Farfetch Limited | Consumer Discretionary | Internet & Direct Marketing Retail | Bear | NYSE | Bankruptcy, Growth investing, Luxury E-commerce, Management Quality, operational discipline, Platform business, Reference Class, Valuation Error | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | Farfetch | Consumer Discretionary | Internet & Direct Marketing Retail | Bear | NYSE | digital services, Luxury E-commerce, management execution, margin compression, online marketplace, Position exit, Revenue Miss | View Pitch |
| Apr 13, 2026 | Fund Letters | EdgePoint Global | Farfetch Ltd. | Consumer Discretionary | Internet & Direct Marketing Retail | Neutral | NYSE | capital structure, Credit Investment, Distressed Credit, Luxury E-commerce, Luxury goods, margin of safety, marketplace, Platform Services, Term Loan | 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. | ||||||||