Polen Capital, an investment management company, released its third-quarter 2025 “Polen International Growth Strategy” investor letter. A copy of the letter can be downloaded here. The strategy ...

SAP delivered robust Q4 and full fiscal year 2024 results and yet, the market does not seem impressed. The stock trades at a significant premium, which has increased even further over the past few ...

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses ...