| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q3 | Oct 26, 2022 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 60N GR, AZTA, ENX GR, FIVE, PAYC, TEN | - | View | ||
| 2021 Q4 | Jan 4, 2022 | The Sound Shore Fund | 0.8% | 29.8% | AMD, AMZN, ATVI, BBY, CANO, CRUS, DOCU, EVRG, F, GOOGL, INTC, LPX, META, PYPL, TCBI, TEN, TSLA, UBER, UPWK, VST | insider buying, Short Selling, technology, Utilities, value | INTC CANO ATVI EVRG |
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. | ||||||||