Fund Newsletters

Selected fund newsletters aggregated from public sources

Selected Quarterly & Annual Newsletters from Funds

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Bumble Inc. develops application software. The Company offers an online dating application that enables users to meet new people for dating, friendship, and relationship. Bumble serves customers worldwide.

<ul><li>Polen Capital is a high-conviction growth investment manager.</li><li>Over the first quarter, Polen U.S.</li><li>Small Company Growth Composite Portfolio returned -21.98% gross and -22.18% net of fees, respectively, underperforming the -12.63% return of the Russell 2000 Growth Index.</li></ul>

Bumble

Polen U.S. Small Company Growth Q1 2022 Portfolio Manager Commentary