Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 25, 2026Fund LettersWasatch Micro Cap FundRDVT Red Violet, Inc. Software - ApplicationIT Services Bull NASDAQAI-Resistant, Cloud-native platform, Data Analytics, Fraud prevention, Identity Intelligence, Proprietary technology, risk mitigation, scalable business model
Apr 25, 2026Fund LettersWasatch Micro Cap FundCDNL Cardinal Infrastructure Group, Inc. Engineering & ConstructionConstruction & Engineering Bull NASDAQacquisition growth, Geographic Expansion, Homebuilder services, Infrastructure construction, Order Backlog, Sewer systems, Water Systems, Wet utilities
Apr 25, 2026Fund LettersWasatch Micro Cap FundEZPW EZCORP, Inc. Credit ServicesConsumer Finance Bull NASDAQAlternative credit, Collateral lending, consumer finance, gold prices, Inflation beneficiary, Jewelry scrapping, Pawn Services
Apr 25, 2026Fund LettersWasatch Micro Cap FundUTI Universal Technical Institute, Inc. Education & Training ServicesDiversified Consumer Services Bull New York Stock ExchangeAI Beneficiary, Automotive training, Diesel technology, Labor shortage, Skilled Trades, Technical education, Vocational Training
Apr 25, 2026Fund LettersWasatch Micro Cap FundLINC Lincoln Educational Services Corp. Education & Training ServicesDiversified Consumer Services Bull NASDAQAI Beneficiary, Campus Expansion, Data Center Buildout, For-Profit Education, Skilled Trades, Technical education, Vocational Training
Apr 25, 2026Fund LettersStewart InvestorsHTHT H World LodgingHotels, Restaurants & Leisure Bull NASDAQChina, Cost leadership, digital infrastructure, Domestic Travel, economies of scale, Hotel Chain, Membership Program, urbanization
Apr 25, 2026Fund LettersStewart Investors6758.T Sony Consumer ElectronicsEntertainment Bull New York Stock ExchangeContent Creation, entertainment, Film, Gaming Console, Image-sensors, Japan, Music, PlayStation, Synergistic Operations
Apr 25, 2026Fund LettersStewart Investors2379.TW Realtek SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeBluetooth, connectivity solutions, Ethernet, IC Design, network infrastructure, On-device AI, Taiwan, WiFi
Apr 25, 2026Fund LettersStewart InvestorsHDFCBANK.NS HDFC Bank Banks - RegionalBanks Bull New York Stock ExchangeDeposit Franchise, financial services, India, net interest margin, private banking, underwriting, value opportunity
Apr 25, 2026Fund LettersStewart Investors0700.HK Tencent Internet Content & InformationInteractive Media & Services Bull New York Stock ExchangeAI investment, China, digital payments, Ecosystem, LLM, Online-Gaming, social media, WeChat
Apr 25, 2026Fund LettersStewart Investors3064.T Monotaro Internet RetailInternet & Direct Marketing Retail Neutral New York Stock ExchangeB2B Platform, competitive dynamics, e-commerce, Industrial distribution, Japan, MRO products
Apr 25, 2026Fund LettersStewart Investors- Silegry OtherSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeenergy storage, Japan, Memory Controllers, semiconductor equipment, Solid State Drives, Storage Solutions
Apr 25, 2026Fund LettersStewart InvestorsTSM Taiwan Semiconductor Manufacturing SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI chips, capital expenditure, semiconductor foundry, Taiwan, Technology Manufacturing
Apr 25, 2026Fund LettersStewart Investors005930.KS Samsung Electronics Consumer ElectronicsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI infrastructure, DRAM, High-Bandwidth Memory, memory chips, Nand, semiconductors, technology hardware
Apr 25, 2026Fund LettersNZS Capital - GrowthTYL Tyler Technologies Software - ApplicationApplication Software Bull New York Stock ExchangeAI disruption, Court Management, government software, Mission-Critical, Municipal Government, Public safety, Regulatory Software, System of Record, Tax Assessment, vertical market software
Apr 25, 2026Fund LettersWasatch Small Cap Growth StrategyECG Everus Construction Group, Inc. Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeAI infrastructure, backlog growth, Construction services, data centers, Electrical Contracting, Energy Capacity, Power Transmission
Apr 25, 2026Fund LettersWasatch Small Cap Growth StrategyCAMT Camtek Ltd. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAI infrastructure, Chip Manufacturing, Defect Reduction, Performance Optimization, semiconductor equipment, technology hardware
Apr 25, 2026Fund LettersWasatch Small Cap Growth StrategyNVMI Nova Ltd. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAI infrastructure, Chip Manufacturing, Defect Reduction, Performance Optimization, semiconductor equipment, technology hardware
Apr 25, 2026Fund LettersWasatch Small Cap Growth StrategyVITL Vital Farms, Inc. Farm ProductsPackaged Foods & Meats Neutral NASDAQBrand Positioning, Competitive pressure, consumer staples, market share, Organic, Pasture-Raised, Specialty-Foods, valuation
Apr 25, 2026Fund LettersWasatch Small Cap Growth StrategyAGYS Agilysys, Inc. Software - ApplicationApplication Software Bull NASDAQAI integration, Contract Stickiness, Free Cash Flow, Hospitality Software, Marriott, niche expertise, Point of Sale, property management

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