Brown Capital
Our archive holds 6 letters from Brown Capital, behind 12 investment theses. Every quote below is copied verbatim from the letter it came from.
Brown Capital’s own letters pageTheses · 12
- September 2025
Axogen offers the only approved human nerve graft with strong clinical evidence, high growth, and upcoming BLA exclusivity driving profitability.
Read the full thesis - September 2025
Corcept Therapeutics delivers high-margin cortisol-modulating therapies with robust revenue and income growth, strong cash flow, and a large R&D pipeline.
Read the full thesis - September 2025
CRISIL Limited is India's leading credit rating and analytics provider with a capital-light business model, dominant market share and structural tailwinds.
Read the full thesis - September 2025
Dassault Systèmes builds mission-critical software with deep workflow integration, high switching costs, and domain-specific AI capabilities that drive durable competitive advantages.
Read the full thesis - September 2025
Glaukos offers innovative glaucoma devices with strong revenue growth, FDA-approved implants, and a promising product pipeline.
Read the full thesis - September 2025
Intapp provides specialized industry software with high retention, competitive moat, AI integration, and a clear path to profitability.
Read the full thesis - September 2025
JTC plc is a global fund administration and private trust services leader with high recurring revenues, strong organic growth and margin resilience.
Read the full thesis - September 2025
Mama’s Creations offers fresh deli and prepared foods with strong organic growth, low market penetration, and experienced management driving expansion.
Read the full thesis - September 2025
MonotaRO is Japan's leading MRO e-commerce platform with a wide product catalog, strong wallet-share growth, and mid-teens revenue growth potential.
Read the full thesis - September 2025
Shopify is a leading digital commerce platform with high switching costs and robust growth driven by continued digitization of commerce.
Read the full thesis - September 2025
Vericel develops high-growth cell therapies for sports medicine and burns, with strong MACI adoption, seasonal demand, and product expansion.
Read the full thesis - June 2025
Vend Marketplaces is a leading online classifieds platform in the Nordic region, dominating major verticals like mobility, real estate, jobs, and re-commerce, with significant growth potential and strong operating leverage.
Read the full thesis
Letter archive · 6
Funds · 3
- Brown Capital International All Company Fund2
- Brown Capital International Small Company Fund2
- Brown Capital Small Company Fund2
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