Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 23, 2023	Fund Letters	Saltlight Capital	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad Targeting, Artificial Intelligence, digital advertising, iOS Privacy Changes, network effects, Performance Marketing, Personalization, programmatic advertising, social media, user engagement	Login
-	Fund Letters	Vulcan Value Partners - Focus	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, health insurance, Healthcare services, network effects, Optum Growth, Scale Advantages, vertical integration	Login
Dec 31, 2023	Fund Letters	Mar Vista Strategic Growth Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, Digital transformation, Enterprise software, IaaS, PAAS, productivity software, SaaS, technology	Login
-	Fund Letters	TimesSquare Capital Management U.S. FOCUS Growth Equity strategy	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc.	Software & Services	Systems Software	Bull	NASDAQ	ARR growth, Cloud software, cybersecurity, endpoint protection, IT Security, SaaS	Login
Sep 30, 2023	Fund Letters	Aristotle Atlantic Core Equity Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms, Inc.	Communication Services	Interactive Media & Services	Bull	NASDAQ	Artificial Intelligence, digital advertising, efficiency, Messenger, Olympics, Political advertising, Reels, social media, technology, user engagement	Login
Sep 30, 2023	Fund Letters	Aristotle Atlantic Core Equity Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cerner, cloud infrastructure, Database, Enterprise software, Oci, SaaS, synergies, technology	Login
Sep 30, 2023	Fund Letters	Mar Vista Strategic Growth Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Azure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, productivity software, SaaS	Login
Sep 30, 2023	Fund Letters	Mar Vista Strategic Growth Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NYSE	Cloud computing, Database, Digital transformation, Enterprise software, ERP, generative AI, Hyperscale Cloud, SaaS	Login
-	Fund Letters	TimesSquare Capital Management U.S. FOCUS Growth Equity strategy	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc.	Information Technology	Systems Software	Bull	NASDAQ	cloud security, cybersecurity, endpoint protection, growth, SaaS, SIEM, technology	Login
Oct 9, 2023	Fund Letters	Artemis US Select Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI investment, cost-cutting, data centers, digital advertising, growth story, Platform Transition, social media	Login
-	Fund Letters	Brown Capital Management International All Company Fund	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Biotech, Denmark, Diabetes, GLP-1, market leader, obesity treatment, Ozempic, pharmaceuticals, Wegovy	Login
-	Fund Letters	Kovitz Core Equity	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Hasbro	Consumer Discretionary	Leisure Products	Bull	NASDAQ	brand portfolio, Games, IP monetization, Magic The Gathering, margin expansion, new management, Toys, turnaround	Login
Jul 10, 2023	Fund Letters	Matrix Large Cap Value Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group	Health Care	Health Care Providers & Services	Bull	NYSE	defensive, health insurance, healthcare, market leader, Medical Services, premium valuation, Regulatory risk	Login
-	Fund Letters	Ithaka US Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, Operating Systems, Productivity Applications, software platforms	Login
-	Fund Letters	Ithaka US Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corp.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, autonomous driving, data center, Gaming, Gpu, machine learning, semiconductors, technology hardware, Visual Computing	Login
Jul 1, 2023	Fund Letters	Wedgewood Partners	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft	Information Technology	Software	Bull	NASDAQ	Azure, Cloud computing, Digital transformation, double-digit growth, Enterprise software, Office365, productivity software, SaaS	Login
Jul 1, 2023	Fund Letters	Wedgewood Partners	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI infrastructure, Artificial Intelligence, digital advertising, growth, revenue acceleration, social media, technology, user engagement	Login
Jun 30, 2023	Fund Letters	Stewart Asset Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, data center, Gaming, Gpu, growth, Hardware, networking equipment, semiconductors, Software, technology	Login
Jul 18, 2023	Fund Letters	Artemis US Select Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad Tech, Artificial Intelligence, digital advertising, social media, technology, user engagement	Login
Jan 1, 1970	Fund Letters	ClearBridge Investments Large Cap Value	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Becton Dickinson and Company	Health Care	Health Care Equipment	Bull	NYSE	Acquisitions Integration, Healthcare Equipment, Hospital Customers, margin expansion, Medical devices, Pricing power, regulatory barriers, supply chain	Login

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