Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersAristotle/Saul Global Equity FundALC Alcon Inc. Health CareHealth Care Equipment & Supplies Bull NYSEAging demographics, Cataract Surgery, Contact lenses, Emerging markets, Eye Care, Medical devices, oligopoly, recurring revenue
Jun 30, 2025Fund LettersAristotle/Saul Global Equity FundAMGN Amgen Inc. Health CareBiotechnology Bull NASDAQbiotechnology, Domestic Manufacturing, Drug-Pricing, Gastric Cancer, market share gains, pharmaceuticals, pipeline, Weight-Loss Drug
Jun 30, 2025Fund LettersAristotle/Saul Global Equity FundMCHP Microchip Technology Incorporated Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G infrastructure, Analog, autonomous vehicles, Cyclical Recovery, data centers, IoT, Microcontrollers, semiconductors, turnaround
Jun 30, 2025Fund LettersAristotle/Saul Global Equity FundCCO.TO Cameco Corporation EnergyUranium Bull Toronto Stock Exchangecommodity, Decarbonization, Energy security, long-term contracts, Mining, nuclear energy, uranium, vertically integrated
Jun 30, 2025Fund LettersYCG InvestmentFICO Fair Isaac Corporation SoftwareApplication Software Bull NYSEConsumer credit, credit scoring, Data Analytics, financial services, Monopoly, Mortgage, network effects, Pricing power, Regulatory risk
Jun 30, 2025Fund LettersYCG InvestmentAAPL Apple Inc. Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals Bull NASDAQconsumer electronics, Ecosystem, Global Champion, manufacturing, market mispricing, network effects, Pricing power, tariffs, technology
Jun 30, 2025Fund LettersSignia Capital ManagementTGB Taseko Mines MaterialsMetals & Mining Bull NYSE AmericanAsset Sale, cash flow growth, Copper, Environmental Technology, ISCR, Low-cost producer, Mining, North America, production growth, Supply-Demand, Value
Jun 30, 2025Fund LettersSignia Capital ManagementVPG Vishay Precision Group Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEAutomation, Cyclical Recovery, Electrification, Industrial Processing, Medical devices, Precision Sensors, robotics, Surgical Robots, Tesla, Transportation, Value
Jun 30, 2025Fund LettersLangdon Canadian Smaller CompaniesEQB.TO Equitable Group Inc. FinancialsThrifts & Mortgage Finance Bull Toronto Stock Exchangebanking, Canada, Challenger Bank, digital banking, financial technology, leadership transition, Portfolio Contributor
Jun 30, 2025Fund LettersLangdon Canadian Smaller CompaniesATS.TO ATS Corporation IndustrialsIndustrial Machinery Bull Toronto Stock Exchangebalance sheet improvement, capital allocation, EV Battery Assembly, Industrial automation, life sciences, Reinvestment Capacity, settlement
Jun 30, 2025Fund LettersLangdon Canadian Smaller CompaniesDFY.TO Definity Financial Corporation FinancialsProperty & Casualty Insurance Bull Toronto Stock Exchangeacquisition, Canada, Earnings Tailwind, Excess Capital Deployment, Management Quality, Property & Casualty Insurance, Scale Benefits
Jun 30, 2025Fund LettersLangdon Canadian Smaller CompaniesATZ.TO Aritzia Inc. Consumer DiscretionarySpecialty Retail Bull Toronto Stock ExchangeCanada, Cyclical Recovery, Fashion retail, margin expansion, Specialty retail, Tariff resilience, Women's Apparel
Jun 30, 2025Fund LettersLangdon Canadian Smaller CompaniesDYN.TO Groupe Dynamite Inc. Consumer DiscretionarySpecialty Retail Bull Toronto Stock ExchangeCanada, Cyclical Recovery, Fashion retail, margin expansion, Specialty retail, Tariff resilience, Women's Apparel
Jun 30, 2025Fund LettersLangdon Global Smaller CompaniesFEVR.L Fever-Tree Consumer StaplesSoft Drinks Bull LSEasset-light, Brand Marketing, Joint venture, Molson Coors, Premium Mixers, turnaround, UK
Jun 30, 2025Fund LettersLangdon Global Smaller CompaniesCHA.DE CHAPTERS Group AG Information TechnologyApplication Software Bull XETRABuy and Hold, Decentralized, Early stage, Germany, Niche Software, Software Acquisitions, Vertical Markets
Jun 30, 2025Fund LettersLangdon Global Smaller CompaniesTOI.TO Topicus.com Information TechnologyApplication Software Bull TSXBuy and Hold, Canada, Decentralized, Mission-Critical, Niche Software, Software Acquisitions, Vertical Markets
Jun 30, 2025Fund LettersLangdon Global Smaller CompaniesATG.L Auction Technology Group Communication ServicesInteractive Media & Services Bear LSEAntiques, Art, Digitization, exit, market share, marketplace, Online auctions, Take rate
Jun 30, 2025Fund LettersLangdon Global Smaller CompaniesAHG.TO Andlauer Healthcare Group IndustrialsAir Freight & Logistics Bull TSXacquisition, Canada, Healthcare Logistics, Specialized Services, Strategic Premium, supply chain, UPS
Jun 30, 2025Fund LettersLangdon Global Smaller CompaniesAGYS Agilysys Information TechnologyApplication Software Bull NASDAQCasinos, hospitality, Hotels, Modernization, property management, recurring revenue, SaaS
Jun 30, 2025Fund LettersLangdon Global Smaller CompaniesJLG.AX Johns Lyng Group IndustrialsConstruction & Engineering Bull ASXAustralia, Building Restoration, construction, Disaster Recovery, Insurance, take-private, turnaround

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