Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 18, 2026Fund LettersSteyn Capital FR QI Hedge FundPRX.AS Prosus Internet RetailInteractive Media & Services Bull Euronext Stock Exchangebuyback, China exposure, Communication Services, Discount Arbitrage, holding company, technology, Tencent, Value
Apr 18, 2026Fund LettersSteyn Capital FR QI Hedge FundNPN.JO Naspers Internet RetailInteractive Media & Services Bull New York Stock Exchangebuyback, China exposure, Communication Services, Discount Arbitrage, holding company, technology, Tencent, Value
Apr 18, 2026Fund LettersSteyn Capital FR QI Hedge FundPAN.JO Pan African Resources GoldGold Bull New York Stock ExchangeGold, Low-cost producer, materials, Mining, Precious Metals, Production Profile, South Africa, Sustaining Costs
Apr 18, 2026Fund LettersSteyn Capital FR QI Hedge FundGLEN.L Glencore Other Industrial Metals & MiningDiversified Metals & Mining Bull New York Stock Exchangecoal, Commodity Trading, Diversified Mining, energy, geopolitical, materials, Supply Shock, Volatility
Apr 18, 2026Fund LettersSteyn Capital FR QI Hedge FundAEL.JO AECI Information Technology ServicesSpecialty Chemicals Bull New York Stock ExchangeAsset Disposal, cash flow, debt reduction, materials, Mining Services, South Africa, specialty chemicals, turnaround
Apr 18, 2026Fund LettersBaillie Gifford - US Equity GrowthRBC RBC Bearings Tools & AccessoriesIndustrial Machinery Bull NASDAQAcquisitions, Aerospace, Bearings, Defense, High returns, Industrial, Mission-Critical, Niche markets, Reshoring
Apr 18, 2026Fund LettersBaillie Gifford - US Equity GrowthAXON Axon Enterprise Aerospace & DefenseTechnology Hardware, Storage & Peripherals Bull NASDAQAI, Body Cameras, Drones, founder-led, Hardware, law enforcement, Public safety, recurring revenue, SaaS, TASER
Apr 18, 2026Fund LettersBBH Select Series - Mid Cap FundBR Broadridge Financial Solutions Information Technology ServicesIT Services Bull New York Stock ExchangeDirect Indexing, Distributed Ledger, Financial infrastructure, Governance Solutions, Post-Trade Processing, Proxy Services, Separately Managed Accounts, Tokenization
Apr 18, 2026Fund LettersBBH Select Series - Mid Cap FundHUBB Hubbell Inc Electrical Equipment & PartsElectrical Equipment Bull New York Stock Exchangedata centers, electrical equipment, Electrification, Grid Hardening, Industrial Nearshoring, Mission-Critical Products, Transmission Distribution, Utility Infrastructure
Apr 18, 2026Fund LettersBBH Select Series - Mid Cap FundGWRE Guidewire Software Inc Software - ApplicationSoftware Bull New York Stock ExchangeAI integration, Annual Recurring Revenue, cloud migration, Core Systems, Insurance-software, Property & Casualty Insurance, SaaS, subscription model
Apr 18, 2026Fund LettersBBH Select Series - Mid Cap FundICLR ICON plc Diagnostics & ResearchLife Sciences Tools & Services Bear NASDAQAI Disintermediation, Biotechnology Services, contract research organization, Cro, drug development, Pharmaceutical Services, revenue recognition
Apr 18, 2026Fund LettersBBH Select Series - Mid Cap FundENTG Entegris Inc Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQCost Restructuring, Filtration Products, Logic Chips, memory chips, Production Nodes, Semiconductor Recovery, semiconductors, Wafer Fabrication
Apr 18, 2026Fund LettersBBH Select Series - Mid Cap FundDAR Darling Ingredients Inc Packaged FoodsFood Products Bull New York Stock ExchangeAnimal-Byproducts, Biofuels, EPA Mandate, Feed Ingredients, Joint venture, Rendering, Renewable diesel, Specialty Health Products
Apr 18, 2026Fund LettersContrarius Global Equity FundDGE.L Diageo plc Beverages - Wineries & DistilleriesDistillers & Vintners Bull New York Stock ExchangeAI-Proof, brand portfolio, consumer staples, Cyclical Recovery, debt reduction, Emerging markets, premium spirits, premiumization, turnaround, Value
Apr 18, 2026Fund LettersCarillon Eagle Growth & Income FundADI Analog Devices SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAnalog Semiconductors, Cyclical Recovery, Electronic Components, mixed-signal, Semiconductor Cycle, technology hardware
Apr 18, 2026Fund LettersCarillon Eagle Growth & Income FundWMB Williams Oil & Gas MidstreamOil, Gas & Consumable Fuels Bull New York Stock Exchangeenergy infrastructure, Energy security, LNG Exports, midstream energy, natural gas pipelines, US Natural Gas, volume growth
Apr 18, 2026Fund LettersCarillon Eagle Growth & Income FundCVX Chevron Oil & Gas IntegratedOil, Gas & Consumable Fuels Bull New York Stock ExchangeCommodity Exposure, Cyclical, Energy security, geopolitical risk, Oil & Gas, Refining Margins, Upstream Energy
Apr 18, 2026Fund LettersCarillon Eagle Growth & Income FundGLW Corning Electronic ComponentsElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAI infrastructure, Fiber Optics, growth, secular trends, Specialty Glass, technology hardware, telecommunications equipment
Apr 18, 2026Fund LettersCedar Creek PartnersRVRF River Financial Corp Banks - RegionalRegional Banks Bull -Alabama, community bank, Direct Purchase, Large Assets, Local Ownership, Normalized Earnings, Securities Loss
Apr 18, 2026Fund LettersCedar Creek PartnersSLBK Skyline Bankshares Banks - RegionalRegional Banks Bull -Cash Earnings, community bank, Price Appreciation, regional banking, Value

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