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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. Small Company Growth | 21.1% | 27.1% | BE, CRS, JOBY, ODD, POWL, TMDX | aerospace, AI Infrastructure, Electrification, energy, innovation | The funds performance was driven by companies benefiting from rapid innovation cycles in clean energy, electrification, AI infrastructure, and next-generation aerospace. Strong contributors included Bloom Energy, Joby Aviation, and Powell Industries, all tied to structural growth in power demand and advanced industrial technologies. The manager emphasizes innovation as the primary long-term driver over macro factors such as rate cycles. | SOFI BE GOOGL TSLA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2025 | Short Thesis | Kerrisdale Capital | Joby Aviation Inc | Industrials | Aerospace & Defense (eVTOL / Urban Air Mobility) | Bear | NYSE | Capital, Certification, eVTOL, FAA, Optionality | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Richard Durant | Joby Aviation, Inc. | Industrials | Airports & Air Services | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | First Principles Partners | Joby Aviation Inc. | Industrials | Airports & Air Services | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Yiannis Zourmpanos | Joby Aviation | Industrials | Airports & Air Services | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Undercovered Deep Insights | Joby Aviation | Industrials | Airports & Air Services | Bull | NYSE | — | 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. | ||||||||