Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 20, 2026Fund LettersBlue Tower Asset ManagementENVA Enova International Credit ServicesConsumer Finance Bull New York Stock ExchangeBank Merger, consumer finance, Fintech, Funding Cost Reduction, Market expansion, Merger Arbitrage, Regulatory Approval, Volatility
Jul 20, 2026Fund LettersRenaissance Investment Management - International Small Cap EquityARIS Aris Mining GoldGold Bull Toronto Stock ExchangeCanada, Colombia, Commodity Exposure, Gold, growth, Marmato Mine, materials, Mining, Precious Metals, Production Ramp
Jul 20, 2026Fund LettersRenaissance Investment Management - International Small Cap EquityMEOH Methanex ChemicalsCommodity Chemicals Neutral NASDAQCanada, Commodity chemicals, commodity prices, Detractor, geopolitical risk, materials, Methanol, price compression, Strait of Hormuz, supply chain
Jul 20, 2026Fund LettersRenaissance Investment Management - International Small Cap EquityGTX Garrett Motion Auto PartsAuto Parts & Equipment Bull NASDAQAuto Parts & Equipment, Automotive Transition, Consumer Discretionary, E-Powertrain, EV Slowdown, Hydrogen Fuel Cell, Internal Combustion Engine, Switzerland, Turbochargers, Zero-Emission Technologies
Jul 20, 2026Fund LettersRenaissance Investment Management - International Small Cap EquitySIMO Silicon Motion Technology SemiconductorsSemiconductors Bull NASDAQEmbedded Memory, Hong Kong, information technology, market share gains, Memory Controllers, NAND flash, Outsourcing Trend, semiconductors, Ssd, Top Contributor
Jul 20, 2026Fund LettersRenaissance Investment Management - International Small Cap EquityVET Vermilion Energy Oil & Gas E&POil & Gas Exploration & Production Bear Toronto Stock ExchangeCanada, Commodity Exposure, Earnings miss, energy, exit, Oil & Gas Exploration & Production, production growth, Underperformance
Jul 20, 2026Fund LettersRenaissance Investment Management - International Small Cap Equity- TGS Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull Oslo Bors (Oslo Stock Exchange)backlog growth, CapEx cycle, energy, Energy security, Exploration, Marine services, Norway, Offshore Wind, Oil & Gas Equipment & Services, seismic data
Jul 20, 2026Fund LettersRenaissance Investment Management - Large Cap GrowthNOW ServiceNow Software - ApplicationApplication Software Bear New York Stock ExchangeAI disruption, Application Software, Business Model Transition, Equity, exit, margin pressure, Revenue Deceleration, SaaS
Jul 20, 2026Fund LettersRenaissance Investment Management - Large Cap GrowthTT Trane Technologies Building Products & EquipmentBuilding Products Bull New York Stock ExchangeAI infrastructure, Building Products, data centers, Equity, HVAC, Industrials, recurring revenue, Service revenue
Jul 20, 2026Fund LettersSouthernSun SMID CapBR Broadridge Financial Solutions, Inc. Information Technology ServicesData Processing & Outsourced Services Bull New York Stock ExchangeBroker-Dealer Services, Data Processing, defensive, financial technology, Governance, Outsourced Services, Proxy Voting, recurring revenue, Tokenization, Value
Jul 20, 2026Fund LettersSouthernSun SMID CapDAR Darling Ingredients Inc Packaged FoodsSpecialty Chemicals Bull New York Stock ExchangeAviation Fuel, Biofuels, By-Products, Cyclical, EPA Mandates, renewable energy, Renewable Volume Obligation, specialty chemicals, sustainable products, Value
Jul 20, 2026Fund LettersSouthernSun SMID CapGNRC Generac Holdings Inc Specialty Industrial MachineryElectrical Components & Equipment Bull New York Stock Exchangebackup power, Commercial Industrial, Cyclical, data center, electrical equipment, growth, hyperscale, Power generation, Residential, vertical integration
Jul 20, 2026Fund LettersSouthernSun SMID CapEXTR Extreme Networks, Inc. Communication EquipmentCommunications Equipment Bull NASDAQCloud networking, Communications Equipment, Enterprise software, growth, network infrastructure, recurring revenue, SaaS, subscription model, technology, Wi-Fi 7
Jul 20, 2026Fund LettersGuinness China000338.SZ Weichai Power Co., Ltd. Auto ManufacturersIndustrial Machinery Bull Shenzhen Stock ExchangeAI infrastructure, backup power, China, Data Centres, Diesel Engines, Gas turbines, Heavy-Duty Engines, industrial machinery, Power generation, recurring revenue, Value
Jul 20, 2026Fund LettersGuinness China300760.SZ Shenzhen Mindray Bio-Medical Electronics Co., Ltd. Medical DevicesHealth Care Equipment Bull Shenzhen Stock ExchangeChina, growth, Health Care Equipment, In-vitro diagnostics, international expansion, Laboratory Automation, Medical devices, minimally invasive surgery, Patient Monitoring
Jul 20, 2026Fund LettersGuinness China002572.SZ Suofeiya Home Collection Co., Ltd. Furnishings, Fixtures & AppliancesHome Furnishings Bull Shenzhen Stock ExchangeChina, Consumer Discretionary, Customised Cabinets, Cyclical, dividend yield, home furnishings, Property, Renovation, Value
Jul 20, 2026Fund LettersGuinness China601888.SS China Tourism Group Duty Free Corporation Limited Specialty RetailSpecialty Retail Bear Shanghai Stock ExchangeChina, Consumer Discretionary, Duty-Free Retail, Hainan, Hong Kong, Luxury goods, Macau, Specialty retail, Tourism
Jul 20, 2026Fund LettersGuinness China600563.SS Xiamen Faratronic Co., Ltd. Electronic ComponentsElectronic Components Bull Shanghai Stock ExchangeChina, Data Centres, Electric Vehicles, Electronic Components, energy storage, Film Capacitors, growth, Industrial Equipment, Power Grids, renewable energy
Jul 20, 2026Fund LettersGuinness China600183.SS Shengyi Technology Co., Ltd. Electronic ComponentsSpecialty Chemicals Bull Shanghai Stock ExchangeAdvanced Packaging, AI servers, automotive electronics, CCL, China, Copper-Clad Laminate, growth, materials, PCB, Printed Circuit Boards
Jul 20, 2026Fund LettersGuinness China- Shandong Sinocera Functional Material Co., Ltd. Electronic ComponentsSpecialty Chemicals Bull Shenzhen Stock Exchangeadvanced materials, AI servers, automotive electronics, Ceramic Materials, China, Dielectric Powders, growth, MLCCs, Satellite communications, solid-state battery, specialty chemicals

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