Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersLVS Advisory - GrowthALLY Eli Lilly & Co. Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NYSEBiotech, Diabetes, GLP-1, growth, Obesity, pharmaceuticals, R&D
Sep 30, 2025Fund LettersAirlie Small Companies FundBSX Boston Scientific Corp. Health Care Equipment & ServicesHealth Care Equipment Bull NYSECardiology, growth, healthcare, Interventional, Medical devices, Medtech, Watchman
Sep 30, 2025Fund LettersAirlie Small Companies FundISRG Intuitive Surgical Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQda Vinci, growth, healthcare, Medical devices, Medtech, robotics, Surgery
Sep 30, 2025Fund LettersAirlie Small Companies FundICLR|LLY|PLTR|SNPS|TGT Synopsys Inc. Software & ServicesApplication Software Bull NASDAQAI, Design Automation, Eda, Ip, Semiconductor Software, Software, technology
Sep 30, 2025Fund LettersAirlie Small Companies FundASML ASML Holding NV Technology Hardware & EquipmentSemiconductor Equipment Bull NASDAQAI infrastructure, Euv, growth, Lithography, Netherlands, semiconductors, technology hardware
Sep 30, 2025Fund LettersAirlie Small Companies FundFICO Fair Isaac Corp. Software & ServicesApplication Software Bull NYSEanalytics, Consumer credit, credit scoring, Fintech, Mortgage, SaaS, Software
Sep 30, 2025Fund LettersAirlie Small Companies FundALLY Eli Lilly & Co. Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NYSEBiotech, Diabetes, GLP-1, growth, healthcare, Obesity, pharmaceuticals
Sep 30, 2025Fund LettersRegency Wealth ManagementRIEN.SW Rieter Holding AG IndustrialsIndustrial Machinery Bull SIX Swiss Exchangeacquisition, arbitrage, Barmag, Capital Increase, EBITDA multiple, industrial machinery, leverage, Switzerland, Textile Machinery
Sep 30, 2025Fund LettersRegency Wealth ManagementDPZ.L Domino's Pizza Group PLC Consumer DiscretionaryRestaurants Bull London Stock Exchangeasset-light, Consumer Discretionary, franchise expansion, free cash flow yield, market share, Master Franchisee, Pizza Delivery, royalties, UK
Sep 30, 2025Fund LettersAllspring Emerging Markets Equity Advantage FundDLF.NS DLF Ltd. Real EstateReal Estate Management & Development Bull National Stock Exchange of IndiaCommercial, India, National Capital Region, Pre-sales, real estate development, rental income, Residential
Sep 30, 2025Fund LettersAllspring Emerging Markets Equity Advantage Fund300750.SZ Contemporary Amperex Technology Co. Information TechnologyElectrical Equipment Bull Shenzhen Stock ExchangeAI infrastructure, China, clean energy, Electric Vehicle Batteries, Energy Storage Systems, Grid Storage, Lithium-ion
Sep 30, 2025Fund LettersAllspring Emerging Markets Equity Advantage FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeAI, China, cloud services, Consumer Internet, Digital transformation, e-commerce, quick commerce
Sep 30, 2025Fund LettersAllspring Emerging Markets Equity Advantage Fund005930.KS Samsung Electronics Co., Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea ExchangeAI infrastructure, consumer electronics, DRAM, High-Bandwidth Memory, memory semiconductors, NAND flash, South Korea
Sep 30, 2025Fund LettersAllspring Emerging Markets Equity Advantage Fund2330.TW Taiwan Semiconductor Manufacturing Co., Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull Taiwan Stock ExchangeAI infrastructure, capital expenditure, data centers, Foundry, semiconductors, Taiwan, technology
Sep 30, 2025Fund LettersFirst Eagle Global FundCRM Salesforce.com, Inc. Information TechnologyApplication Software Bull NYSEAI platform, business transformation, CRM Software, Enterprise software, market dominance, SaaS
Sep 30, 2025Fund LettersFirst Eagle Global FundCMCSA Comcast Corporation Class A Communication ServicesCable & Satellite Bull NASDAQbroadband, Cable TV, cash flow generation, Media Conglomerate, Streaming, telecommunications
Sep 30, 2025Fund LettersFirst Eagle Global FundPM Philip Morris International Inc. Consumer StaplesTobacco Bull NYSEcash flow generation, dividend, noncombustible products, product innovation, regulatory changes, tobacco
Sep 30, 2025Fund LettersFirst Eagle Global FundELV Elevance Health, Inc. Health CareManaged Health Care Bull NYSEhealth insurance, Healthcare services, managed care, Margin recovery, Medicaid, US Healthcare
Sep 30, 2025Fund LettersFirst Eagle Global Fund7309.T Shimano Inc. Consumer DiscretionaryLeisure Products Bull Tokyo Stock ExchangeBicycle Components, Consumer Discretionary, Inventory Cycle, Japan, market leadership, Sporting goods
Sep 30, 2025Fund LettersFirst Eagle Global FundCHRW C.H. Robinson Worldwide, Inc. IndustrialsAir Freight & Logistics Bull NASDAQAI automation, Freight Brokerage, Logistics, North America, regulatory barriers, Transportation

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