Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
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
-	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
-	Fund Letters	Brown Capital Management International All Company Fund	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	Argentina, Brazil, digital payments, e-commerce, Fintech, Latin America, Logistics, payment services	Login
Jan 11, 2024	Fund Letters	Infuse Partners	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre Inc	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	competitive moat, dominant market position, e-commerce, Flywheel Effect, founder-led, Latin America, Logistics, Payments	Login
Jan 11, 2024	Fund Letters	Infuse Partners	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Nu Holdings Ltd	Financial Services	Consumer Finance	Bull	NYSE	Brazil, credit cards, digital banking, Fintech, founder-led, Geographic Expansion, Latin America, market share gains, Mobile Banking	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	Brown Capital Management International All Company Fund	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	cross-selling, digital payments, e-commerce, Fintech, growth, Latin America, marketplace, network effects, payment processing	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	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre, Inc.	Consumer Discretionary	Internet & Direct Marketing Retail	Neutral	NASDAQ	digital payments, e-commerce, Emerging markets, Fintech, Latin America, MercadoPago, network effects, Platform business	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
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
Mar 31, 2023	Fund Letters	Harding Loevner Emerging Markets Equity	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Globant	Information Technology	IT Consulting & Other Services	Bull	NYSE	AI, Argentina, Cloud Operations, cybersecurity, Digital transformation, IT services, net cash, Software Development	Login
Jan 1, 1970	Fund Letters	ClearBridge Investments Large Cap Value	AVGO\|LLY\|MRK\|NVDA\|ORCL\|PGR	Progressive Corporation	Financials	Property & Casualty Insurance	Bull	NYSE	Auto Insurance, Conservative Portfolio, Data Analytics, market share gains, Pricing power, Property & Casualty Insurance, Telematics, underwriting	Login
-	Fund Letters	Ithaka US Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, OpenAI, productivity software, Search	Login
-	Fund Letters	Ithaka US Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corp.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, automotive, ChatGPT, data center, Gaming, Gpu, growth, machine learning, semiconductors, Visual Computing	Login
Mar 31, 2023	Fund Letters	Brown Capital Management International All Company Fund	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	MercadoLibre Inc	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	e-commerce, Fintech, Gmv Growth, infrastructure investment, Latin America, MercadoPago, Payments	Login
Mar 31, 2023	Fund Letters	Burke Wealth Managament The Focused Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Accelerated Computing, AI revolution, Artificial Intelligence, data centers, Gpu, growth, semiconductors, technology	Login
-	Fund Letters	Aristotle Core Equity Fund	NVDA	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Computing, data center, Gpu, hyperscalers, semiconductors, technology	Login

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