- Looking into more Asseco Poland holdings, Sapiens is another one that has been performing strongly and delivering for the wider group.
- Highly recurring revenue model provides attractive economics, and growth likely to continue with penetration even into higher tier insurance carriers.
- Doesn't really have the properties of a small-cap, with a highly diversified revenue base, and we think this can mature into a much larger business.
- We continue to hold Sapiens through our Asseco Poland holding.
For further details see:
Sapiens Delivers Growth And Has No Reason To Stop Soon