Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2026Fund LettersAristotle International Equity FundBN Brookfield Corporation Asset ManagementAsset Management & Custody Banks Bull New York Stock ExchangeAlternative Asset Manager, asset sales, capital deployment, Diversified, infrastructure, Insurance Platform, Real assets, Real Estate, Renewable Power, scale
May 1, 2026Fund LettersAristotle International Equity Fund3064.T MonotaRO Internet RetailInternet & Direct Marketing Retail Bull New York Stock ExchangeB2B e-commerce, construction, enterprise, Japan, manufacturing, market share, MRO, Procurement, Share Buyback, SME
May 1, 2026Fund LettersAristotle International Equity Fund4578.T Otsuka Holdings Drug Manufacturers - GeneralPharmaceuticals Bull New York Stock ExchangeDepression, innovation, Japan, Mental health, Oncology, pharmaceuticals, pipeline, PTSD, Schizophrenia, Share Buyback
May 1, 2026Fund LettersAristotle International Equity FundTTE TotalEnergies Oil & Gas IntegratedIntegrated Oil & Gas Bull Euronext Stock Exchangecash flow generation, Diversified Energy, Downstream, Energy security, Integrated Oil & Gas, LNG, renewables, Solar, Upstream, Wind
May 1, 2026Fund LettersAristotle Small/Mid Cap EquityNVST Envista Holdings Medical Instruments & SuppliesHealth Care Equipment & Supplies Bull New York Stock ExchangeAging demographics, Consumables, Dental Equipment, healthcare, Medical devices, Orthodontics
May 1, 2026Fund LettersAristotle Small/Mid Cap EquityCWST Casella Waste Systems Waste ManagementCommercial Services & Supplies Bull NASDAQLandfills, Northeast Markets, recurring revenue, Recycling, vertical integration, waste management
May 1, 2026Fund LettersAristotle Small/Mid Cap EquityHURN Huron Consulting Group Consulting ServicesProfessional Services Bull NASDAQconsulting services, Data Analytics, Education, healthcare, regulatory compliance, Technology Solutions
May 1, 2026Fund LettersAristotle Small/Mid Cap EquityCIEN Ciena Corporation Communication EquipmentCommunications Equipment Bull New York Stock ExchangeAI Traffic, Bandwidth, Communications Equipment, network infrastructure, optical networking, telecommunications
May 1, 2026Fund LettersAristotle Small/Mid Cap EquityAEIS Advanced Energy Industries Electrical Equipment & PartsElectronic Equipment, Instruments & Components Bull NASDAQAI infrastructure, Capital equipment, data centers, power electronics, semiconductors, technology hardware
May 1, 2026Fund LettersAristotle Core Equity FundTEM Tempus AI, Inc. Health Information ServicesHealth Care Technology Bull NASDAQAI Healthcare, Clinical Diagnostics, Data Monetization, Genomics, growth, Healthcare Technology, Oncology, Precision-medicine
May 1, 2026Fund LettersAristotle Core Equity FundIMNM Immunome Inc. BiotechnologyBiotechnology Bull NASDAQbiotechnology, Clinical trials, Desmoid Tumors, drug development, FDA approval, healthcare, Oncology, personalized medicine
May 1, 2026Fund LettersAristotle Core Equity FundCOHR Coherent Corp. Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull NASDAQAI infrastructure, data centers, growth, optical networking, Photonics, semiconductors, technology hardware, vertical integration
May 1, 2026Fund LettersBaron Small Cap Fund- Once Upon a Farm, PBC OtherFood Products Bull NASDAQBaby Food, Cold Pressure Technology, Distribution Expansion, Emerging Brand, High Growth, Natural Products, Organic Food, Premium Nutrition
May 1, 2026Fund LettersBaron Small Cap FundGWRE Guidewire Software, Inc. Software - ApplicationSoftware Bull New York Stock ExchangeAI Tailwind, Annual Recurring Revenue, cloud migration, cross-selling, Insurance-software, Property & Casualty, SaaS, Sticky Customer Base
May 1, 2026Fund LettersBaron Small Cap FundIT Gartner, Inc. Information Technology ServicesIT Services Bull New York Stock ExchangeAI disruption, Competitive advantages, Free Cash Flow, IT services, Large Addressable Market, Research Provider, share repurchases, Syndicated Research
May 1, 2026Fund LettersBaron Small Cap FundPLNT Planet Fitness, Inc. LeisureHotels, Restaurants & Leisure Bull New York Stock ExchangeCategory Leader, Cheap Valuation, Fitness Centers, franchise, Low cost, new management, same-store sales, secular growth
May 1, 2026Fund LettersBaron Small Cap FundRBC RBC Bearings Incorporated Tools & AccessoriesMachinery Bull NASDAQAerospace, Bearings, Boeing, Cyclical Recovery, Defense, Industrial, Marine Programs, Top-tier Supplier
May 1, 2026Fund LettersBaron Small Cap FundCGNX Cognex Corporation Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull NASDAQBest-in-class, growth, Industrial automation, Machine vision, manufacturing, operating leverage, turnaround
May 1, 2026Fund LettersBaron Small Cap FundVRT Vertiv Holdings Co Electrical Equipment & PartsElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAI infrastructure, data centers, digital infrastructure, electrical equipment, growth, liquid cooling, Modular Solutions, thermal management
May 1, 2026SubstackWinter GemsBBD-B.TO Bombardier Inc. Aerospace & DefenseBusiness Jets Bull Toronto Stock ExchangeAerospace, Bombardier, business jets, Challenger series, Defense, deleveraging, Free Cash Flow, Global 8000, Order Backlog, services

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