Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersOakmark Fund- International Small Cap086790.KS iM Financial Group FinancialsRegional Banks Bull Korea Exchangebanking, Book Value, credit quality, regional banks, Share Buybacks, South Korea, Value-up Program
Jun 30, 2025Fund LettersJanes Henderson Strategic Bond FundUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bull NYSEData Assets, healthcare, Integrated Care, managed care, Medicare Advantage, Optum, Scale Advantages
Jun 30, 2025Fund LettersJanes Henderson Strategic Bond FundHWM Howmet Aerospace Inc. IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, AI infrastructure, Aircraft Components, Cyclical Recovery, Gas turbines, market share gains
Jun 30, 2025Fund LettersJanes Henderson Strategic Bond FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, custom silicon, GPU Alternative, hyperscaler, Merchant Silicon, semiconductors
Jun 30, 2025Fund LettersJanes Henderson Strategic Bond FundORCL Oracle Corporation Information TechnologySystems Software Bull NASDAQAI infrastructure, Cloud computing, Enterprise software, Gpu, hyperscaler, SaaS, sovereign cloud
Jun 30, 2025Fund LettersWasatch Long/Short Alpha FundSG Sweetgreen, Inc. Consumer DiscretionaryRestaurants Bear NYSEConsumer Discretionary, consumer spending, Economic Sensitivity, Fast casual, Hedge Position, Restaurants, Short Position
Jun 30, 2025Fund LettersWasatch Long/Short Alpha FundRKLB Rocket Lab USA, Inc. IndustrialsAerospace & Defense Bear NASDAQAerospace, Competitive Disadvantage, Growth Uncertainty, Rocket Manufacturing, Short Position, Space Exploration, Spacecraft
Jun 30, 2025Fund LettersWasatch Long/Short Alpha FundHQY HealthEquity, Inc. FinancialsConsumer Finance Bull NASDAQconsumer finance, Custodial Services, cybersecurity, financial services, Health Savings Accounts, Healthcare Benefits, market leader
Jun 30, 2025Fund LettersWasatch Long/Short Alpha FundGWRE Guidewire Software, Inc. Information TechnologySoftware Bull NYSEcloud migration, Digital transformation, Enterprise software, Insurance Technology, Legacy Replacement, Property & Casualty, SaaS
Jun 30, 2025Fund LettersWasatch Long/Short Alpha FundFN Fabrinet Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEAI Theme, Artificial Intelligence, data centers, infrastructure, manufacturing, Optical-Components, technology
Jun 30, 2025Fund LettersWasatch Long/Short Alpha FundINSP Inspire Medical Systems, Inc. Health CareHealth Care Equipment & Supplies Bull NYSEhealthcare, Inventory Cycle, Medical devices, Minimally Invasive, Neurostimulation, product launch, sleep apnea
Jun 30, 2025Fund LettersWasatch Long/Short Alpha FundNSA National Storage Affiliates Trust Real EstateSpecialized REITs Bull NYSEAcquisitions, consolidation, Interest Rate Sensitive, Management Quality, Real Estate, REIT, Self-storage
Jun 30, 2025Fund LettersWasatch Long/Short Alpha FundSKY Champion Homes, Inc. Consumer DiscretionaryHomebuilding Bull NYSEConsumer Discretionary, homebuilder, Housing, Interest Rate Sensitive, margin compression, Modular Homes, Revenue Growth
Jun 30, 2025Fund LettersAristotle Small/Mid Cap EquityVRRM Verra Mobility Information TechnologySoftware Bull NASDAQAutomated Enforcement, Government Technology, Municipal Solutions, recurring revenue, Smart Mobility, Tolling Technology, Traffic Safety
Jun 30, 2025Fund LettersAristotle Small/Mid Cap EquitySMG ScottsMiracle-Gro MaterialsChemicals Bull NYSEbalance sheet, Branded Products, Consumer products, Cyclical Recovery, Diversification Strategy, Lawn and Garden, margin expansion
Jun 30, 2025Fund LettersAristotle Small/Mid Cap EquityPRGO Perrigo Health CarePharmaceuticals Bull NYSEConsumer-health, Operational Improvement, Over-the-counter, Portfolio Rationalization, Self-care, supply chain, turnaround
Jun 30, 2025Fund LettersAristotle Small/Mid Cap EquityIPAR Interparfums Consumer StaplesPersonal Products Bull NASDAQbrand portfolio, China market, Consumer products, Fragrances, Licensing, personal care, Prestige Brands
Jun 30, 2025Fund LettersAristotle Small/Mid Cap EquityFTAI FTAI Aviation IndustrialsAerospace & Defense Bull NASDAQaftermarket services, air travel, Aircraft engines, Aviation, Engine Leasing, maintenance services, Private Equity Partnership
Jun 30, 2025Fund LettersAristotle Small/Mid Cap EquityDLB Dolby Laboratories Information TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEAtmos, Audio Technology, automotive, entertainment, Imaging Technology, Spatial Audio, Vision HDR
Jun 30, 2025Fund LettersAristotle Small/Mid Cap EquityALIT Alight Information TechnologySoftware Bull NYSEBenefits administration, cloud platform, Enterprise software, Fortune 500, Human capital management, Margin Improvement, SaaS

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