Should You be Positive on the Long Term Potential of Endava plc (DAVA)?

Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. The portfolio returned -0.28% gross and -0.57 % net of fees in the first quarter compared to an 8.51% return for the Russell 2500 Growth Index. Although the market conditions were relatively stable from the previous quarter, pricing momentum sharply increased in the first quarter. In addition, please check...