Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersMeridian Contrarian FundSG Sweetgreen, Inc. Consumer DiscretionaryRestaurants Bull NYSEAutomation Technology, Fast-Casual Restaurants, Healthy Food, Infinite Kitchen, Labor Cost Reduction, margin expansion, Traffic Recovery
Jun 30, 2025Fund LettersMeridian Contrarian FundNVTS Navitas Semiconductor Corp. Information TechnologySemiconductors Bull NASDAQCyclical Recovery, energy efficiency, Gallium Nitride, GaN Technology, Nvidia partnership, Power Semiconductors, technological leadership
Jun 30, 2025Fund LettersMeridian Contrarian FundBWXT BWX Technologies, Inc. EnergyNuclear Components Bull NYSECapacity Investment, Contrarian Value, Government Contractor, Life Extension, Nuclear Components, Nuclear Value Chain, small modular reactors
Jun 30, 2025Fund LettersMeridian Contrarian FundCCJ Cameco Corp. EnergyUranium Bull NYSEBest-in-Class Operator, commodity, energy, Mining, Nuclear Power, Structural Turnaround, Supply-Demand Imbalance, uranium
Jun 30, 2025Fund LettersShelton Emerging Markets FundJD JD.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bear NASDAQcapital allocation, China, Competitive pressure, e-commerce, Emerging markets, food delivery, margin compression, online marketplace
Jun 30, 2025Fund LettersShelton Emerging Markets FundWIT Wipro Limited Information TechnologyIT Consulting & Other Services Bear New York Stock ExchangeADR, Deal Conversion, Emerging markets, India, IT services, project delays, revenue decline, Technology Consulting
Jun 30, 2025Fund LettersShelton Emerging Markets FundIGTI11.SA Iguatemi S.A. Real EstateRetail REITs Bull B3 (Brasil Bolsa Balcão)Asset Acquisition, Brazil, Emerging markets, Premium Assets, Real Estate, REITs, retail, shopping centers
Jun 30, 2025Fund LettersShelton Emerging Markets Fund1093.HK CSPC Pharmaceutical Group Health CarePharmaceuticals Bull Hong Kong Stock ExchangeChina, Drug Approvals, Emerging markets, Generic Drugs, growth, healthcare, innovation, pharmaceuticals
Jun 30, 2025Fund LettersPzena Global Small Cap Focused Value strategyNOKBF Nokian Tyres Consumer DiscretionaryTires & Rubber Bull NASDAQ Helsinkicapacity expansion, Consumer Discretionary, high-margin, Nordic, Replacement Tires, Seasonal Products, Tires
Jun 30, 2025Fund LettersPzena Global Small Cap Focused Value strategyRHI Robert Half IndustrialsHuman Resource & Employment Services Bull NYSEAccounting, Cyclical, Finance, Human Resources, professional services, Staffing Services, Value
Jun 30, 2025Fund LettersPzena Global Small Cap Focused Value strategyTFX Teleflex Health CareHealth Care Equipment Bull NYSEHealth Care Equipment, high-margin, Medical devices, Niche markets, spin-off, turnaround, Value
Jun 30, 2025Fund LettersPzena Global Small Cap Focused Value strategyARKM.PA Arkema MaterialsSpecialty Chemicals Bull Euronext ParisEurope, materials, Portfolio Improvement, specialty chemicals, undervalued, Value
Jun 30, 2025Fund LettersMar Vista US QualityGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket services, Aircraft engines, Aviation Growth, Defense, recurring revenue, Turbofan Technology
Jun 30, 2025Fund LettersMar Vista US QualityBRK-A Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull NYSEcapital allocation, Cash management, conglomerate, Insurance, Opportunistic Investing, value investing
Jun 30, 2025Fund LettersMar Vista US QualityJNJ Johnson & Johnson Health CarePharmaceuticals Neutral NYSEDrug-Pricing, healthcare, litigation, pharmaceuticals, Regulatory risk, Talc Liability
Jun 30, 2025Fund LettersMar Vista US QualityAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI-enabled devices, consumer electronics, Ecosystem, Edge computing, iPhone, recurring revenue, services revenue
Jun 30, 2025Fund LettersMar Vista US QualityORCL Oracle Corporation Information TechnologySystems Software Bull NYSEBack-office Applications, Cloud computing, Enterprise software, ERP, generative AI, Hyperscale Cloud, large language models
Jun 30, 2025Fund LettersMar Vista US QualityAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, Artificial Intelligence, Custom Asics, hyperscale, semiconductors, Specialized Computing
Jun 30, 2025Fund LettersMar Vista US QualityMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, generative AI, SaaS
Jun 30, 2025Fund LettersRowan Street CapitalSPOT Spotify Communication ServicesInteractive Media & Services Bull NYSEAudio, growth, media, Music streaming, platform, Subscription, technology

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