Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 8, 2026Fund LettersAristotle Core Equity FundXOM Exxon Mobil OtherIntegrated Oil & Gas Bull -carbon capture, Commodity Upcycle, Free Cash Flow, Guyana, Integrated Oil & Gas, Liquefied Natural Gas, Lithium, Permian Basin, Pioneer Natural Resources, refining, shareholder returns, synergies, Western Hemisphere
Aug 8, 2026Fund LettersAristotle Core Equity FundAMD Advanced Micro Devices OtherSemiconductors Bull -AI accelerators, AI infrastructure, Cloud computing, Data Center CPU, Edge computing, EPYC, Gaming, Graphics Processing Units, market share gains, MI300, semiconductors, Server Processors
Aug 8, 2026Fund LettersAristotle International Equity Fund- The Magnum Ice Cream Company N.V. OtherPackaged Foods & Meats Bull -brand portfolio, Cold Chain, consumer staples, distribution network, Emerging markets, ice cream, India, market leader, Netherlands, premium brands, premiumization, spinoff, supply chain optimization
Aug 8, 2026Fund LettersAristotle Core Equity FundICE Intercontinental Exchange OtherFinancial Exchanges & Data Neutral -AI disruption, Bitcoin Futures, Competitive Threat, Data Moat, Derivatives, Financial Exchange, Fixed Income Data, Mortgage Technology, Volume Weakness
Aug 8, 2026Fund LettersAristotle Core Equity FundMU Micron Technology OtherSemiconductors Bull -AI infrastructure, automotive, Cloud computing, data center, DRAM, High-Bandwidth Memory, memory semiconductors, Memory Super-Cycle, Nand, Pricing power, Supply Constraint, U.S. manufacturing
Aug 8, 2026Fund LettersAristotle International Equity FundACN Accenture plc OtherIT Consulting & Other Services Bull -Artificial Intelligence, cloud, cybersecurity, Enterprise transformation, It consulting, Managed services, Mid-market, software platform, Technology Services
Aug 8, 2026Fund LettersAristotle Core Equity FundGH Guardant Health OtherLife Sciences Tools & Services Bull -Cancer Screening, Colorectal Cancer, Coverage Expansion, diagnostics, FDA approval, Life Sciences Tools, liquid biopsy, Precision Oncology, volume growth
Aug 8, 2026Fund LettersAristotle International Equity Fund7532.T Pan Pacific International Holdings Corporation OtherBroadline Retail Bull -discount retail, Don Quijote, Japan, M&A, Private-label, Retail Formats, supermarkets, turnaround, Value retail
Aug 8, 2026Fund LettersAristotle Core Equity FundAMAT Applied Materials OtherSemiconductor Equipment Bull -Advanced Packaging, AI infrastructure, capital expenditure, DRAM, Foundry, High-Bandwidth Memory, Memory Upcycle, semiconductor equipment, Wafer Fabrication Equipment
Aug 8, 2026Fund LettersAristotle International Equity Fund669.HK Techtronic Industries Company Limited OtherHousehold Appliances Bull -Battery Ecosystem, data centers, DIY, Hong Kong, infrastructure, Milwaukee, Power Tools, product innovation, Professional Tools, Ryobi
Aug 8, 2026Fund LettersAristotle International Equity Fund005930.KS Samsung Electronics Co., Ltd. OtherTechnology Hardware, Storage & Peripherals Bull -AI infrastructure, consumer electronics, data centers, DRAM, HBM4, memory chips, semiconductors, Smartphones, South Korea, technology hardware
Aug 8, 2026Fund LettersAristotle Small Cap Equity FundUMBF UMB Financial Corporation OtherRegional Banks Bull -Asset Servicing, credit quality, Diversified, fee income, financials, Healthcare Payments, regional bank, wealth management
Aug 8, 2026Fund LettersAristotle Small Cap Equity FundIPGP IPG Photonics Corporation OtherElectronic Equipment & Instruments Bull -Automation, Cyclical Recovery, Electric Vehicles, Lasers, manufacturing, Reshoring, semiconductors, technology
Aug 8, 2026Fund LettersAristotle Small Cap Equity FundHURN Huron Consulting Group Inc. OtherResearch & Consulting Services Bull -analytics, Consulting, Digital transformation, Education, growth, healthcare, Regulatory, technology
Aug 8, 2026Fund LettersAristotle Small Cap Equity FundAGI.TO Alamos Gold Inc. OtherGold Bull -Canada, Commodities, Cyclical, Gold, Mining, North America, production growth
Aug 8, 2026Fund LettersAristotle Small Cap Equity FundMRCY Mercury Systems, Inc. OtherTechnology Hardware, Storage & Peripherals Bull -Aerospace, Defense, margin expansion, Mission-Critical, restructuring, turnaround, Value
Aug 8, 2026Fund LettersAristotle Small Cap Equity FundMTSI MACOM Technology Solutions Holdings, Inc. OtherSemiconductors Bull -5G, data center, Defense, growth, Industrial, manufacturing, semiconductors, Telecom
Aug 8, 2026SubstackRijnberk Invest InsightsUBER Uber Technologies, Inc. TechnologyRide-Hailing and Delivery Services Bull New York Stock ExchangeAv Technology, Delivery Hero acquisition, Delivery Services, gross bookings, MAPCs, Market expansion, Q2 2026 results, ride-hailing, Uber Technologies, valuation
Aug 7, 2026SubstackCoughlin CapitalCPNG Coupang, Inc. E-commerceOnline Retail Bull New York Stock ExchangeCoupang, currency impact, customer retention, data breach, e-commerce, growth strategy, Logistics Network, long-term outlook, South Korea, WOW membership
Aug 7, 2026Fund LettersFairlight Alpha Fund- CEMATRIX OtherConstruction Materials Bull -Bolt-on Acquisitions, Cash Positive, Cellular Concrete, competitive moat, construction materials, growth, infrastructure, Niche Producer, On-Site Production, United States

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