| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 22, 2025 | Polen Capital – Global SMID Company Growth | -5.0% | -5.0% | 8136.T, AXSB.NS, BAH, ELF, GLOB, GSHD, KLYJ.NS, SAIA, TTEK | Beauty, gaming, global, growth, international, Quality, small caps, SMID Cap | Polen Capital focuses on resilient businesses that can self-fund growth and execute across various economic backdrops. The quality growth investment style underperformed during the quarter as value outperformed growth. | AER|AWI|MUSA|NEU|SAIA|WTM KLYJ.NS BELF ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM GSHD 8136.T |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Polen Capital - Global SMID Company Growth | Kalyan Jewellers | Consumer Discretionary | Specialty Retail | Neutral | National Stock Exchange of India | Corporate Governance, Emerging markets, India, Jewelry Retail, private equity, Returns on Capital, store expansion | 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. | ||||||||