Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersBBH Select Series - Mid Cap FundFOUR Shift4 Payments Inc Information TechnologyData Processing & Outsourced Services Bull NYSECross-sell, Free Cash Flow, hospitality, international expansion, Payments processing, tax-free shopping, volume growth
Jun 30, 2025Fund LettersBBH Select Series - Mid Cap FundGWRE Guidewire Software Inc Information TechnologyApplication Software Bull NYSEARR growth, cloud migration, Core Systems, Insurance Technology, operating leverage, P&C insurance, SaaS
Jun 30, 2025Fund LettersCrossingBridge AdvisorsBALY Bally's Corporation Consumer DiscretionaryCasinos & Gaming Bull NYSECasinos, debt repayment, Distressed Credit, Gaming, iGaming, Regional Gaming, Sale Leaseback, Senior secured
Jun 30, 2025Fund LettersCrossingBridge AdvisorsSTWKSS Stockwik Förvaltning FinancialsMulti-Sector Holdings Bull Stockholm Stock ExchangeBond, Covenant Protection, investment company, Multi-Sector, Nordic, Refinancing, turnaround
Jun 30, 2025Fund LettersBaron Asset FundLPLA LPL Financial Holdings Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAsset-Based Fees, Financial Advisors, Independent Broker-Dealer, market share gains, Scale Advantages, technology platform, wealth management
Jun 30, 2025Fund LettersBaron Asset FundSAMS Samsara Inc. Information TechnologyApplication Software Bull NYSEAI, Cloud software, commercial vehicles, Data Analytics, Fleet Management, IoT, SaaS, Telematics
Jun 30, 2025Fund LettersBaillie Gifford - US Equity GrowthSPT Sprout Social Inc Software & ServicesApplication Software Bear NASDAQAI disruption, Cloud software, Enterprise software, Growth Concerns, SaaS, social media management
Jun 30, 2025Fund LettersBaillie Gifford - US Equity GrowthROKU Roku Inc Consumer DiscretionaryConsumer Electronics Bear NASDAQadvertising, Competition, Connected tv, consumer electronics, Profitability Concerns, Streaming
Jun 30, 2025Fund LettersBaillie Gifford - US Equity GrowthCRCL Circle Internet Group Financial ServicesFinancial Exchanges & Data Bull NYSEBlockchain, cryptocurrency, digital payments, Financial infrastructure, Fintech, growth, stablecoin
Jun 30, 2025Fund LettersBaillie Gifford - US Equity GrowthAPP AppLovin Corporation Software & ServicesApplication Software Bull NASDAQadvertising technology, Artificial Intelligence, growth, Mobile Gaming, network effects, operating leverage, SaaS
Jun 30, 2025Fund LettersLakehouse Global Growth FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Artificial Intelligence, Cloud computing, digital advertising, Internet, Search, technology
Jun 30, 2025Fund LettersLakehouse Global Growth FundSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Neutral NYSEAudio Streaming, media, Music, Podcasts, Subscription, technology, valuation
Jun 30, 2025Fund LettersLakehouse Global Growth FundMELI MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArgentina, Brazil, e-commerce, Fintech, growth, Latin America, marketplace, Mexico
Jun 30, 2025Fund LettersLakehouse Global Growth FundSE Sea Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEDigital Financial Services, e-commerce, Emerging markets, Fintech, Gaming, growth, Southeast Asia
Jun 30, 2025Fund LettersMeridian Hedged Equity FundHUN Huntsman Corp. MaterialsDiversified Chemicals Bull NYSEautomotive, Chemicals, construction, Cyclical Recovery, Foams, Insulation, MDI, portfolio optimization, Pricing pressure, tariffs
Jun 30, 2025Fund LettersMeridian Hedged Equity FundCVX Chevron Corp. EnergyIntegrated Oil & Gas Bull NYSEcapital discipline, commodity prices, Free Cash Flow, Integrated Oil, Kazakhstan, Permian Basin, refining, share repurchases, Upstream
Jun 30, 2025Fund LettersMeridian Hedged Equity FundKVUE Kenvue, Inc. Consumer StaplesPersonal Products Bull NYSEbrand portfolio, Consumer-health, cost optimization, Import Tariffs, J&J Spinoff, Listerine, Margin Improvement, Neutrogena, Tylenol
Jun 30, 2025Fund LettersMeridian Hedged Equity FundMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull NYSEBetMGM, digital platform, EBITDA Positive, Free Cash Flow, Gaming, hospitality, Las Vegas Strip, Online-Gaming, Share Buybacks
Jun 30, 2025Fund LettersMeridian Hedged Equity FundMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI tools, Azure, cloud infrastructure, Enterprise software, Gaming, network effect, OpenAI, operating margins, productivity software
Jun 30, 2025Fund LettersMeridian Hedged Equity FundVST Vistra Corp. UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEAI data centers, EBITDA growth, electricity demand, energy transition, natural gas, Nuclear, Power generation, Share Buybacks, Texas

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