Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 25, 2026Fund LettersWasatch Small Cap Growth StrategyFOUR Shift4 Payments, Inc. Software - InfrastructureData Processing & Outsourced Services Bull New York Stock ExchangeAcquisitions, AI disruption, Competitive Moats, Fintech, Lodging, payment processing, Restaurant, Software
Apr 25, 2026Fund LettersThe Osterweis Opportunity FundRGEN Repligen Corporation Medical Instruments & SuppliesLife Sciences Tools & Services Bull NASDAQbiologics, Bioprocessing, guidance, Life Sciences Tools, manufacturing, Nih, recovery, Sentiment
Apr 25, 2026Fund LettersThe Osterweis Opportunity FundTWST Twist Bioscience Corporation Diagnostics & ResearchLife Sciences Tools & Services Bull NASDAQAI Models, biotechnology, Drug Discovery, Genomics, liquid biopsy, secular growth, Synthetic dna, Wet Lab
Apr 25, 2026Fund LettersThe Osterweis Opportunity FundCWST Casella Waste Systems Inc Waste ManagementCommercial Services & Supplies Bull NASDAQcompounding, defensive, double-digit growth, Northeastern US, operating leverage, Regional, waste management
Apr 25, 2026Fund LettersThe Osterweis Opportunity FundMOD Modine Manufacturing Company Auto PartsIndustrial Machinery Bull New York Stock ExchangeAI infrastructure, Cyclical, data centers, divestiture, growth, Heat Transfer, HVAC, thermal management
Apr 25, 2026Fund LettersThe Osterweis Opportunity FundTTAN ServiceTitan Inc Software - ApplicationSoftware Bull NASDAQAI Resilient, Automation, Data Moat, HVAC, SaaS, Skilled Trades, subscription revenue, vertical software
Apr 25, 2026Fund LettersThe Osterweis Opportunity FundMTSI MACOM Technology Solutions Holdings Inc SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Analog, data centers, Defense, Electronic Warfare, growth, LEO satellites, Optical, semiconductors
Apr 25, 2026Fund LettersSandon CapitalMFG.AX Magellan Financial Group Ltd Asset ManagementAsset Management & Custody Banks Bull Australian Securities Exchangeactivist, asset management, Board Criticism, capital management, Funds Management, Governance, merger, Profitable Investment, Special dividend, valuation
Apr 25, 2026Fund LettersSandon CapitalQPM.AX QPM Ltd Oil & Gas E&POil, Gas & Consumable Fuels Bull Australian Securities Exchangeconstruction, energy, Gas Exploration, Gas reserves, Government Permits, infrastructure, pipeline, Power generation, Project Financing, Queensland
Apr 25, 2026Fund LettersWasatch Global Select StrategyHLMA.L Halma PLC ConglomeratesElectronic Equipment & Instruments Bull New York Stock ExchangeAI infrastructure, Bull, data centers, Industrial technology, Technology Solutions, United Kingdom
Apr 25, 2026Fund LettersWasatch Global Select StrategyRBC RBC Bearings, Inc. Tools & AccessoriesMachinery Bull NASDAQAerospace, Bull, Defense, engineering, geopolitical, industrial manufacturing, Precision Bearings
Apr 25, 2026Fund LettersWasatch Global Select Strategy4966.TW ASPEED Technology, Inc. OtherSemiconductors Bull New York Stock ExchangeAI infrastructure, Bull, data centers, semiconductors, Server management, Taiwan, technology hardware
Apr 25, 2026Fund LettersWasatch Global Select Strategy2371.T BayCurrent, Inc. Internet Content & InformationIT Consulting & Other Services Bull New York Stock ExchangeArtificial Intelligence, Bull, Business Advisory, Digital transformation, IT services, Japan, Technology Consulting
Apr 25, 2026Fund LettersWasatch Global Select Strategy3064.T MonotaRO Co. Ltd. Internet RetailTrading Companies & Distributors Bull New York Stock ExchangeBull, e-commerce, Industrial distribution, Japan, MRO products, Share Buyback, small-cap growth
Apr 25, 2026Fund LettersWasatch Global Select StrategyHLNE Hamilton Lane, Inc. Asset ManagementAsset Management & Custody Banks Bull NASDAQalternative investments, asset management, Bull, Institutional Investors, portfolio diversification, Private Credit, Private markets
Apr 25, 2026Fund LettersWasatch Frontier Emerging Small Countries StrategySE Sea Ltd. Internet RetailInteractive Media & Services Bear New York Stock ExchangeAI disruption, Brazil, Competitive pressure, Digital gaming, e-commerce, Fintech, Singapore, Southeast Asia
Apr 25, 2026Fund LettersWasatch Frontier Emerging Small Countries Strategy- Banca Transilvania SA Banks - RegionalBanks Bull New York Stock ExchangeBanking Consolidation, dividend, Eastern Europe, financials, market leader, Returns on Capital, Romanian Bank
Apr 25, 2026Fund LettersWasatch Frontier Emerging Small Countries Strategy- Electrical Industries Co. Paper & Paper ProductsElectrical Components & Equipment Bull New York Stock ExchangeAI data centers, electrical equipment, Grid Infrastructure, Industrials, Monopoly Position, Saudi Arabia, Transformers
Apr 25, 2026Fund LettersWasatch Frontier Emerging Small Countries StrategyCAMT Camtek Ltd. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAI infrastructure, data centers, hyperscalers, Inspection Tools, Israel, Metrology, semiconductor equipment, technology
Apr 25, 2026Fund LettersEQUAM Global Value FundVERISURE.ST Verisure OtherSecurity & Alarm Services Bull New York Stock ExchangeAlarm Systems, customer retention, Europe, FCF yield, Latin America, market leader, Post-IPO, recurring revenue, security services, subscription model

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