Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersGanes Focused Value FundFID.AX Fiducian Group FinancialsAsset Management & Custody Banks Bull ASXasset management, Australian, Capital-light, Equity, fee-based revenue, financial planning, financial services, high ROE, organic growth
Jun 30, 2025Fund LettersL1 Capital International FundJ Jacobs Solutions IndustrialsConstruction & Engineering Bull NYSEAI infrastructure, Bull, CHIPS Act, Construction & Engineering, infrastructure, margin expansion, market leadership, secular growth
Jun 30, 2025Fund LettersL1 Capital International FundUNH UnitedHealth Group Health CareHealth Care Services Bear NYSEBear, divestiture, Health Care Services, health insurance, management issues, Profit Downgrades, Quality Assessment
Jun 30, 2025Fund LettersContrarius Global Equity FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, autonomous vehicles, Cloud computing, CUDA Ecosystem, data centers, Digital Twins, GPUs, growth, machine learning, robotics, semiconductors, Software Services
Jun 30, 2025Fund LettersRS Large Cap Val StrategyCPAY Corpay Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEAcquisitions, B2B payments, Cross-Border, Fleet Payments, founder-led, Management alignment, ROIC Improvement, value creation
Jun 30, 2025Fund LettersRS Large Cap Val StrategyCACI CACI International Inc. Information TechnologyIT Consulting & Other Services Bull NYSEBipartisan Support, Defense, Federal Government, Government Contractor, IT services, Mission-Critical, value creation
Jun 30, 2025Fund LettersHotchkis & Wiley Global Value FundKHC Kraft Heinz Consumer StaplesFood Products Bull NASDAQBolt-on Acquisitions, consumer staples, defensive, dividend yield, EPS growth, Food & Beverage, share repurchases
Jun 30, 2025Fund LettersHotchkis & Wiley Global Value FundNOV NOV Inc. EnergyEnergy Equipment & Services Bull NYSECyclical Recovery, Drilling Activity, Energy Prices, Energy Services, Newbuild Cycle, Oilfield Equipment, Rig Aftermarket
Jun 30, 2025Fund LettersHotchkis & Wiley Global Value FundELV Elevance Health Inc. Health CareHealth Care Providers & Services Bull NYSEDiscount Valuation, GDP growth, health insurance, Medicaid, Medicare Advantage, shareholder returns, Temporary Headwinds
Jun 30, 2025Fund LettersHotchkis & Wiley Global Value FundJDEP.AS JDE Peet's Consumer StaplesFood Products Bull Euronext AmsterdamCoffee, Commodity costs, consumer staples, margin expansion, organic growth, Pure-Play, tea
Jun 30, 2025Fund LettersHotchkis & Wiley Global Value FundUNH UnitedHealth Group Health CareHealth Care Providers & Services Bull NYSEcontrarian, health insurance, Healthcare services, Premium Growth Stock, Selloff, US, Value
Jun 30, 2025Fund LettersHotchkis & Wiley Global Value FundBAB.L Babcock International IndustrialsAerospace & Defense Bull London Stock ExchangeAerospace & Defense, Defense Contractor, Europe, Government Outsourcing, Ministry of Defense, UK
Jun 30, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundOLN Olin Corp. MaterialsChemicals Bull NYSEbalance sheet, Chemicals, Chlor Alkali, commodity, Cyclical, diversification, Winchester
Jun 30, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundAPA APA Corp. EnergyOil, Gas & Consumable Fuels Bull NASDAQE&P, Egypt, Free Cash Flow, natural gas, Permian Basin, Reinvestment, Suriname, Undersupplied
Jun 30, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundKOS Kosmos Energy Ltd. EnergyOil, Gas & Consumable Fuels Bull NYSEBrownfield, Deepwater, E&P, Exploration, Ghana, Greenfield, Gulf of Mexico, LNG, Offshore
Jun 30, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundBPOP Popular Inc. FinancialsBanks Bull NASDAQExcess Capital, market share, net interest income, Puerto Rico, regional bank, Value
Jun 30, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundADNT Adient PLC Consumer DiscretionaryAuto Components Bull NYSEAuto Components, automotive, Global, Interiors, Seating Systems, technology integration
Jun 30, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundFLR Fluor Corp. IndustrialsConstruction & Engineering Bull NYSEasset-light, capital return, construction, engineering, Epc, Nuclear, professional services
Jun 30, 2025Fund LettersMeridian Contrarian FundQDEL QuidelOrtho Corp. Health CareDiagnostics & Research Bull NASDAQFree Cash Flow, government funding, Medical Diagnostics, Merger Synergies, New Leadership, Post-Pandemic Recovery, Respiratory Testing
Jun 30, 2025Fund LettersMeridian Contrarian FundPACK Ranpak Holdings Corp. MaterialsPaper Packaging Bull NYSEAutomation, Consumable Business Model, Environmental Friendly, Margin recovery, Paper Packaging, Secular Shift, Sustainability

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