Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 20, 2026Fund LettersAoris International FundBSY Bentley Systems Software - ApplicationApplication Software Bull NASDAQAI integration, Engineering Software, high switching costs, infrastructure software, Labor Productivity, Mission-Critical, Regulated Industry, SaaS, Value
Jul 20, 2026Fund LettersAoris International FundMCO Moody's Financial Data & Stock ExchangesFinancial Exchanges & Data Bull New York Stock ExchangeAI integration, analytics software, Credit Rating Agency, duopoly, financial data, financials, proprietary data, Regulatory Moat, Value
Jul 20, 2026Fund LettersSouthernSun Small CapSAM The Boston Beer Company, Inc. Beverages - BrewersBrewers Bull New York Stock Exchangealcoholic beverages, brand innovation, Brewers, consumer staples, Hard Seltzer, margin expansion, net cash, share repurchase, Sun Cruiser, Truly, Twisted Tea
Jul 20, 2026Fund LettersSouthernSun Small CapDAR Darling Ingredients Inc. Packaged FoodsCommodity Chemicals Bull New York Stock ExchangeAviation Fuel, Biofuels, Commodity chemicals, Edible By-products, EPA Mandates, Oil Price Sensitivity, renewable energy, RVO, sustainable products
Jul 20, 2026Fund LettersSouthernSun Small CapDORM Dorman Products, Inc. Auto PartsAutomotive Retail Bull NASDAQAging Vehicle Fleet, Automotive Aftermarket, Light Duty, margin compression, OE FIX, Point-of-Sale Growth, product innovation, Replacement Parts, tariff impact
Jul 20, 2026Fund LettersSouthernSun Small CapEXTR Extreme Networks, Inc. Communication EquipmentCommunications Equipment Bull NASDAQAI-driven platform, Cloud networking, Communications Equipment, EMEA Growth, Enterprise software, recurring revenue, SaaS, subscription model, Wi-Fi 7
Jul 20, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyVIK Viking Holdings Ltd Travel ServicesHotels, Restaurants & Leisure Bull New York Stock ExchangeAffluent Consumer, Capacity growth, Direct Marketing, Experiential Travel, Luxury Cruise, Premium Leisure, recurring revenue
Jul 20, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyUSFD US Foods Holding Corp Food DistributionFood Distributors Bull New York Stock Exchangecost savings, Defensive growth, Foodservice Distribution, market share gains, Private-label, Self Help, US
Jul 20, 2026Fund LettersBrown Advisors Mid-Cap Growth strategySNOW Snowflake Inc Software - ApplicationSoftware Bull New York Stock ExchangeAI, Cloud Data Platform, Data Warehousing, Enterprise Analytics, growth, product innovation, SaaS
Jul 20, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyHOOD Robinhood Markets Inc Capital MarketsCapital Markets Bull NASDAQBrokerage Platform, cryptocurrency, Fintech, global expansion, growth, Mobile-First, Technology-Native
Jul 20, 2026Fund LettersBrown Advisors Mid-Cap Growth strategyFLEX Flex Ltd Electronic ComponentsElectronic Equipment, Instruments & Components Bull NASDAQAI data center, cloud infrastructure, Electronics Manufacturing, growth, spin-off, Supply Chain Services, value unlock
Jul 20, 2026Fund LettersWS Amati Global Innovation FundATS.TO ATS Corporation Specialty Industrial MachineryIndustrial Machinery & Supplies & Components Bull Toronto Stock ExchangeCanada, Capital equipment, Cyclical Recovery, Equity, GLP-1, Industrial automation, life sciences, Logistics, nuclear energy, Radiopharmaceuticals, Reshoring
Jul 20, 2026Fund LettersWS Amati Global Innovation FundGLOB Globant Information Technology ServicesIT Consulting & Other Services Bull New York Stock Exchangecontrarian, Digital Engineering, Digital transformation, Equity, It consulting, IT services, US-listed, Value
Jul 20, 2026Fund LettersWS Amati Global Innovation FundADSK Autodesk Software - ApplicationApplication Software Bull NASDAQAI integration, Application Software, BIM, construction, contrarian, Design Software, engineering, Equity, Value
Jul 20, 2026Fund LettersWS Amati Global Innovation FundPTC PTC Inc. Software - ApplicationApplication Software Bull NASDAQAI integration, Application Software, contrarian, Equity, high switching costs, Mission-Critical Software, Regulated Industries, Value
Jul 20, 2026Fund LettersWS Amati Global Innovation FundALGM Allegro MicroSystems SemiconductorsSemiconductors Bull NASDAQAI infrastructure, datacenter, Equity, Motion Control, Position Sensors, robotics, semiconductors, Sensors
Jul 20, 2026Fund LettersWS Amati Global Innovation Fund005930.KS Samsung Electronics Consumer ElectronicsSemiconductors Bull Korea ExchangeAI infrastructure, Equity, HBM, High-Bandwidth Memory, memory chips, semiconductors, South Korea, turnaround
Jul 20, 2026Fund LettersWS Amati Global Innovation Fund- MKS Instruments OtherSemiconductor Equipment Bull NASDAQAdvanced Manufacturing, AI infrastructure, Equity, HBM, High-Bandwidth Memory, memory chips, Multi-layer Chips, semiconductor equipment
Jul 20, 2026Fund LettersBlue Tower Asset ManagementSM SM Energy Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock ExchangeCommodity Exposure, Defensive Position, energy, geopolitical risk, Oil & Gas E&P, Oil Price Spike, Portfolio Hedge, US shale
Jul 20, 2026Fund LettersBlue Tower Asset ManagementPBR Petrobras Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock ExchangeBrazil, Commodity Exposure, Defensive Position, energy, geopolitical risk, Integrated Oil & Gas, Oil Price Spike, Portfolio Hedge

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