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Shandong Weigao Group Medical Polymer Co. Ltd. - Class H (SHWGF) is expected to report for Q4 2023 Country Garden Holdings Co., Ltd. ADR (CTRYY) is expected to report for Q4 2023 Mondi Plc ADR (New) (MONDY) is expected to report for Q4 2023 Telecom Italia S.p.A. ADR - Preference Share...
Swire Pacific Ltd. ADR (Class A) (SWRAY) is expected to report for Q4 2023 Troika Media Group Inc. (TRKAQ) is expected to report for quarter end 2023-12-31 American Environmental Partners Inc. (AEPT) is expected to report for quarter end 2023-12-31 Veolia Environnement S.A. ADR (VEOEY...
X4 Pharmaceuticals Inc. (XFOR) is expected to report $-0.15 for Q4 2023 Li Ning Co., Ltd. ADR (LNNGY) is expected to report for Q4 2023 Xos Inc. (XOS) is expected to report $-2.4 for Q4 2023 PainReform Ltd. (PRFX) is expected to report for quarter end 2023-12-31 Muenchener Rueckve...
VK Company Limited GDR - Reg S (MLRYY) is expected to report for quarter end 2023-12-31
Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. Over the first quarter of 2022, the Polen Global Emerging Markets Growth Composite Portfolio returned -14.68% gross and -14.96% net of...
Naspers shares have come under a lot of pressure lately. The company still has solid fundamentals and attractive opportunities. Naspers management has suggested it will take further steps to simplify its corporate structure. For further details see: Alphyn Capital - Nasp...
Alphyn Capital Management, LLC is a registered investment advisor focussed on a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situ...
Naspers has been a perennial disappointment, badly lagging returns of its largest holding Tencent. Extended period of underperformance has led to a disaffected investor base, but just like negative performance has led to the invention of negative narratives, rerating will vindicate th...
Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. The Polen Global Emerging...
Yandex (YNDX) is up 4.9% today after a callout by Morgan Stanley as the best play to capture structural upside from Russian Internet. It sees the Russian ecosystem evolving toward the Chinese model of super apps - but with less scope for fintech expansion. The duopoly of Yandex and Mail.ru (M...
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Shandong Weigao Group Medical Polymer Co. Ltd. - Class H (SHWGF) is expected to report for Q4 2023 Country Garden Holdings Co., Ltd. ADR (CTRYY) is expected to report for Q4 2023 Mondi Plc ADR (New) (MONDY) is expected to report for Q4 2023 Telecom Italia S.p.A. ADR - Preference Share...
Swire Pacific Ltd. ADR (Class A) (SWRAY) is expected to report for Q4 2023 Troika Media Group Inc. (TRKAQ) is expected to report for quarter end 2023-12-31 American Environmental Partners Inc. (AEPT) is expected to report for quarter end 2023-12-31 Veolia Environnement S.A. ADR (VEOEY...
X4 Pharmaceuticals Inc. (XFOR) is expected to report $-0.15 for Q4 2023 Li Ning Co., Ltd. ADR (LNNGY) is expected to report for Q4 2023 Xos Inc. (XOS) is expected to report $-2.4 for Q4 2023 PainReform Ltd. (PRFX) is expected to report for quarter end 2023-12-31 Muenchener Rueckve...