Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersMiller Howard Investments Income-Equity StrategiesELS Equity Lifestyle Properties Real EstateEquity Real Estate Investment Trusts (REITs) Bull NYSEEquity, Land Lease, Manufactured housing, Nationwide Portfolio, Real Estate, REIT, rental income, RV Properties
Sep 30, 2025Fund LettersMiller Howard Investments Income-Equity StrategiesCOP ConocoPhillips EnergyOil, Gas & Consumable Fuels Bull NYSECapital Cycle, cash flow generation, Drilling Inventory, energy, Equity, Oil and Gas Producer, Permian Basin, Pure-Play
Sep 30, 2025Fund LettersAlger Small Cap Focus FundQTWO Q2 Holdings, Inc. Information TechnologyApplication Software Bull NYSEBanking Digitization, Cloud software, digital banking, financial technology, regional banks, SaaS, subscription model
Sep 30, 2025Fund LettersAlger Small Cap Focus FundPTLO Portillo's, Inc. Consumer DiscretionaryRestaurants Bear NASDAQChicago-Style Food, Consumer Discretionary, fast-casual restaurant, restaurant expansion, same-store sales, traffic decline
Sep 30, 2025Fund LettersAlger Small Cap Focus FundWING Wingstop, Inc. Consumer DiscretionaryRestaurants Bull NASDAQbrand awareness, Chicken Wings, Consumer Discretionary, Digital Ordering, fast-casual restaurant, growth, loyalty program
Sep 30, 2025Fund LettersAlger Small Cap Focus FundTPC Tutor Perini Corporation IndustrialsConstruction & Engineering Bull NYSEconstruction, Design-Build, General Contracting, Industrials, infrastructure, Project Management, turnaround
Sep 30, 2025Fund LettersAlger Small Cap Focus FundTLN Talen Energy Corp UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQAI infrastructure, Carbon-free Energy, data centers, Independent Power Producer, nuclear energy, PJM Market, utilities
Sep 30, 2025Fund LettersAlger Small Cap Focus FundNBIS Nebius Group N.V. Information TechnologyIT Services Bull NASDAQAI infrastructure, Cloud computing, data centers, GPU computing, growth, Microsoft partnership, Technology Services
Sep 30, 2025Fund LettersDiamond Hill InternationalKRN.DE Krones AG IndustrialsMachinery Bull XETRABottling Equipment, capital returns, geopolitical risk, Germany, Industrials, machinery, Packaging
Sep 30, 2025Fund LettersDiamond Hill InternationalWMMVY Walmart de México, S.A.B. de C.V. Consumer StaplesFood & Staples Retailing Bull OTCconsumer staples, e-commerce, market share, Mexico, retail, Share Buybacks, Technology investment
Sep 30, 2025Fund LettersDiamond Hill InternationalHDB HDFC Bank Limited FinancialsBanks Bull NYSEbanking, credit quality, Emerging markets, financial services, India, technology leadership, underwriting discipline
Sep 30, 2025Fund LettersDiamond Hill InternationalTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Manufacturing, Artificial Intelligence, Competitive advantages, Foundry, high-performance computing, semiconductors, Taiwan
Sep 30, 2025Fund LettersDiamond Hill InternationalBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEArtificial Intelligence, China, Cloud computing, e-commerce, Revenue Growth, share repurchase, technology
Sep 30, 2025Fund LettersDiamond Hill InternationalQURE uniQure N.V. Health CareBiotechnology Bull NASDAQAMT-130, biotechnology, Clinical trials, gene therapy, Huntington's Disease, Netherlands, Royalty Streams
Sep 30, 2025Fund LettersInvesco Small Cap Value FundTEX Terex Corporation IndustrialsIndustrial Machinery & Supplies & Components Bull NYSEAerial Work Platforms, Electric Utility, environmental solutions, Industrial Equipment, manufacturing, Materials Processing, waste management
Sep 30, 2025Fund LettersInvesco Small Cap Value FundSAIA Saia Inc IndustrialsGround Transportation Bull NASDAQCyclical, Freight, Logistics, Ltl, Network expansion, Transportation, Trucking
Sep 30, 2025Fund LettersMadison Investors FundMSCI MSCI Inc. FinancialsFinancial Exchanges & Data Bull NYSEasset management, asset-light, Equity, financial technology, global markets, high margins, Index Provider, risk management
Sep 30, 2025Fund LettersPolen Capital - Emerging Markets GrowthDNP.WA Dino Polska Consumer StaplesFood & Staples Retailing Bull Warsaw Stock Exchangeconsumer staples, grocery retail, Poland, Regional Products, retail, Rural Markets, store expansion, vertical integration
Sep 30, 2025Fund LettersPolen Capital - Emerging Markets Growth145020.KS Hugel Health CareBiotechnology Bull Korea Exchangebiotechnology, Botulinum Toxin, healthcare, international expansion, market leader, medical aesthetics, Regulatory Approval, South Korea
Sep 30, 2025Fund LettersPolen Capital - Emerging Markets GrowthINPST.WA InPost IndustrialsAir Freight & Logistics Bull Warsaw Stock ExchangeAutomated Parcel Machines, e-commerce, European expansion, Last-mile Delivery, Logistics, market leader, Poland, turnaround

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