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Here's What Makes Clearwater Analytics (CWAN) a Great Long-Term Investment

Polen Capital, an investment management firm, released its “U.S. Small Company Growth Fund” third quarter 2023 investor letter, a copy of which can be downloaded here. In the third quarter, the U.S. Small Company Growth Composite Portfolio, referred to as the “Portfolio,” posted returns of -3.66% gross and -3.97% net of fees. This performance is […] ....

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Here's Why Polen Capital Sold its Altair Engineering (ALTR) Stake

Polen Capital, an investment management firm, released its "U.S. Small Company Growth Fund" third quarter 2023 investor letter, a copy of which can be downloaded here. In the third quarter, the U.S. ....

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Is it Worthy to Invest in ExlService (EXLS)?

Polen Capital, an investment management firm, released its "U.S. Small Company Growth Fund" third quarter 2023 investor letter, a copy of which can be downloaded here. In the third quarter, the U.S. ....

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Here's Why Polen Capital Keeps a Positive Outlook on YETI

Polen Capital, an investment management firm, released its "U.S. Small Company Growth Fund" third quarter 2023 investor letter, a copy of which can be downloaded here. In the third quarter, the U.S. ....

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