Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersAriel Small Cap Value StrategyOSW OneSpaWorld Holdings Ltd. Consumer DiscretionarySpecialized Consumer Services Bull NASDAQConsumer Discretionary, Cruise Ships, debt reduction, Destination Resorts, Medi-spa, Share Buybacks, Wellness Services
Jun 30, 2025Fund LettersAVI Worldwide Opportunities FundTFG.L Tetragon Financial Group FinancialsAsset Management & Custody Banks Neutral London Stock Exchangealternative assets, asset management, capital returns, CLO equity, discount to NAV, Equitix Sale, investment company, Multi-Asset, private equity, Value trap
Jun 30, 2025Fund LettersAVI Worldwide Opportunities FundGRID.L Gresham House Energy Storage Fund UtilitiesIndependent Power and Renewable Electricity Producers Bull London Stock ExchangeAugmentation Projects, Battery Storage, Corporate Activity, dividend, energy storage, infrastructure, long-term contracts, Refinancing
Jun 30, 2025Fund LettersAVI Worldwide Opportunities FundSEIT.L SDCL Energy Efficiency Income Trust UtilitiesIndependent Power and Renewable Electricity Producers Bull London Stock Exchangealternative assets, asset sales, Decentralised Energy, discount to NAV, energy efficiency, infrastructure, investment trust, Platform Investments, Share Buybacks
Jun 30, 2025Fund LettersRiverwater Micro Opportunities StrategyTILE Interface Inc MaterialsBuilding Products Bull NASDAQBuilding Products, Carbon Negative, Commercial Flooring, ESG Leadership, Modular Carpet, recurring revenue, Replacement Cycle, Sustainability
Jun 30, 2025Fund LettersRiverwater Micro Opportunities StrategyABEO Abeona Therapeutics Health CareBiotechnology Bull NASDAQbiotechnology, dermatology, FDA-approved, gene therapy, High Pricing, manufacturing, operating leverage, rare disease, Single Treatment
Jun 30, 2025Fund LettersRiverwater Micro Opportunities StrategyLEU Centrus Energy Corp. EnergyOil, Gas & Consumable Fuels Bull NYSE Americandomestic production, Energy independence, government contracts, HALEU, LEU, national security, Nuclear Fuel, Nuclear Renaissance, uranium
Jun 30, 2025Fund LettersBaron Durable Advantage FundCME CME Group, Inc. FinancialsCapital Markets Bull NASDAQCapital markets, Clearing, Derivatives, Financial Exchanges, Liquidity, risk management, trading volumes, Volatility
Jun 30, 2025Fund LettersBaron Durable Advantage FundAPH Amphenol Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEAcquisitions, AI data centers, Decentralized, Diversified, Electrification, Interconnect, manufacturing, Sensors
Jun 30, 2025Fund LettersBaron Durable Advantage FundUNH UnitedHealth Group Incorporated Health CareHealth Care Providers & Services Bear NYSEexit, health insurance, Healthcare services, Medical costs, Medicare Advantage, Pharmacy Benefits, Regulatory, Risk Coding
Jun 30, 2025Fund LettersBaron Durable Advantage FundMETA Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAd Targeting, AI integration, generative AI, Mobile Advertising, monetization, Platform Scale, social media, user engagement
Jun 30, 2025Fund LettersBaron Durable Advantage FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, data centers, fabless, Full-stack, GPUs, large language models, semiconductors
Jun 30, 2025Fund LettersBaron Durable Advantage FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, data center, Enterprise software, fabless, hyperscale, Networking, semiconductors, Vmware
Jun 30, 2025Fund LettersThird Avenue Value FundCDRE.L Conduit Holdings Limited FinancialsReinsurance Bull London Stock ExchangeBook Value, Casualty, combined ratio, debt-free, Hard Market, Property, Reinsurance, specialty, turnaround, Value
Jun 30, 2025Fund LettersBell Global Equities FundNFLX Netflix Inc. Communication ServicesInteractive Media & Services Neutral NASDAQdigital advertising, entertainment, profit-taking, Streaming, Subscriber Growth, technology, valuation
Jun 30, 2025Fund LettersBell Global Equities FundAIR.PA Airbus SE IndustrialsAerospace & Defense Bull Euronext ParisAerospace, backlog, cash flow, Commercial Aircraft, Defense, Europe, market share, Production Recovery
Jun 30, 2025Fund LettersBell Global Equities FundBJ BJ's Wholesale Club Holdings Inc. Consumer StaplesHypermarkets & Super Centers Bull NYSEcapital allocation, consumer staples, membership model, recurring revenue, Regional Focus, Value retail, Warehouse club
Jun 30, 2025Fund LettersBell Global Equities FundLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NASDAQathletic apparel, brand strength, Canada, Comparable Growth, product innovation, turnaround, US market
Jun 30, 2025Fund LettersBell Global Equities Fund6146.T DISCO Corporation Information TechnologySemiconductor Equipment Bull Tokyo Stock ExchangeAI infrastructure, capacity expansion, EV Power Devices, Foundries, Japan, Precision Manufacturing, semiconductor equipment
Jun 30, 2025Fund LettersBell Global Equities FundORCL Oracle Corporation Information TechnologySystems Software Bull NASDAQAI, backlog growth, cloud infrastructure, data centers, Enterprise software, hyperscale, SaaS

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