Polen International Growth Q1 2026 Portfolio Activity

In Q1 2026, Polen International Growth Portfolio returned -14.4% (net of fees) compared to -0.7% for the Index. We initiated new positions in TSMC, Rheinmetall, Saab, Mitsubishi Heavy Industries, AstraZeneca, AIA Group, Siemens Energy, Samsung Electronics, and Keyence. We sold our holdings in Nintendo, MakeMyTrip, Adidas, Globant, Amadeus IT Group, Monday.com, ICON plc, and HDFC Bank.

Seeking Alpha • May 10, 2026

Exclusive: Review of India's HDFC Bank finds no major governance concerns after chairman exit, sources say

Law firms reviewing governance at ​HDFC Bank are set to report this month that they have not found any major lapses, two people with ‌direct knowledge of the findings said, clearing the way for the reappointment of its CEO.

Reuters • May 6, 2026

Invesco EQV International Equity Fund Q1 2026 Portfolio Review

Invesco EQV International Equity Fund trailed the index primarily due to stock selection in financials and industrials. Stock selection in financials and industrials, along with an underweight and stock selection in energy, detracted the most from relative return. Conversely, an underweight allocation in communication services and stock selection in consumer staples added to relative performance.

Seeking Alpha • Apr 26, 2026

HSBC vs. HDB: Which Stock Should Value Investors Buy Now?

Investors looking for stocks in the Banks - Foreign sector might want to consider either HSBC (HSBC) or HDFC Bank (HDB). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Apr 22, 2026

HDFC Bank Limited (HDB) Q4 2026 Earnings Call Transcript

HDFC Bank Limited (HDB) Q4 2026 Earnings Call Transcript

Seeking Alpha • Apr 18, 2026

Baird International And Global Growth Funds Q1 2026 Portfolio Activity

ASML reported solid 4Q25 results and record bookings due to strong AI demand for DRAM and advanced logic, and FY2026 guidance is above consensus. Adyen reported December quarter results slightly below consensus expectations, with net revenue growing 19% y/y. For the Baird Chautauqua International Growth Fund, 60% of companies that reported earnings during the quarter were in line with or exceeded consensus estimates.

Seeking Alpha • Apr 14, 2026

HDFC Bank: Q4 Outperformance Is Overshadowed By Policy Headwinds

HDFC Bank remains a Hold, following my analysis of Q4 metrics and regulatory developments. HDB did well in 4QFY26, considering a lower loan-to-deposit metric and an increase in the CASA ratio. But the Reserve Bank of India's recent foreign exchange restrictions could translate into one-off losses and lower future recurring income for HDFC.

Seeking Alpha • Apr 6, 2026

NWG vs. HDB: Which Stock Is the Better Value Option?

Investors with an interest in Banks - Foreign stocks have likely encountered both NatWest Group (NWG) and HDFC Bank (HDB). But which of these two companies is the best option for those looking for undervalued stocks?

Zacks Investment Research • Apr 3, 2026

HDFC Bank chairman's sudden exit exposes leadership strains at top Indian lender

The surprise exit of HDFC Bank's chairman that led to a $16 billion stock rout in India's biggest private lender has put its CEO in the spotlight ​amid rumbles of acrimony in top management and unease about its underperformance versus peers.

Reuters • Mar 30, 2026

HDFC Bank falls, but JPMorgan, Jefferies see valuation upside

Shares of HDFC Bank have come under sustained pressure this year, declining more than 26% and lagging both peers and the broader market, even as brokerages turn increasingly positive on the stock following the sharp correction. The recent underperformance has prompted global brokerage JPMorgan to upgrade the stock to “Overweight” from “Neutral”, citing a more favourable risk-reward profile at current levels.

Invezz • Mar 30, 2026