Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersHardman Johnston International EquityLDO.MI Leonardo SpA IndustrialsAerospace & Defense Bull Borsa ItalianaAerospace, Aerostructures, CEO Turnaround, Defense, Italian, NATO, Simplification
Jun 30, 2025Fund LettersHardman Johnston International EquityCBK.DE Commerzbank AG FinancialsBanks Bull XETRAbanking, capital returns, Digitalization, Export Sector, German, Interest rates, turnaround
Jun 30, 2025Fund LettersHardman Johnston International EquityIFX.DE Infineon Technologies AG Information TechnologySemiconductors & Semiconductor Equipment Bull XETRAautomotive, Cyclical Recovery, Electrification, German, Industrial, market share, semiconductors
Jun 30, 2025Fund LettersHardman Johnston International EquityTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Foundry, Geographic Diversification, Leading Edge, Monopoly, semiconductors, Taiwan
Jun 30, 2025Fund LettersHardman Johnston International Equity7011.T Mitsubishi Heavy Industries, Ltd. IndustrialsMachinery Bull Tokyo Stock ExchangeDefense, energy transition, Gas turbines, infrastructure, Japanese, Nuclear, Pricing power
Jun 30, 2025Fund LettersHardman Johnston International EquityRHM.DE Rheinmetall AG IndustrialsAerospace & Defense Bull XETRAAerospace, Ammunition, Defense, European, joint ventures, margin expansion, Military Equipment, NATO
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundVRRM Verra Mobility Information TechnologySoftware Bull NASDAQAutomated Enforcement, high margins, Legislative Support, Municipal Technology, recurring revenue, Smart Mobility, Traffic Management
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundSMG ScottsMiracle-Gro MaterialsChemicals Bull NYSEbalance sheet, Branded Products, Consumer products, Lawn and Garden, margin expansion, Market Leading, turnaround
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundIPAR Interparfums Consumer StaplesPersonal Products Bull NASDAQbrand portfolio, China, Consumer products, Licensing, Luxury Brands, Prestige Fragrances, Younger Consumers
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundGRDN Guardian Pharmacy Services Health CareHealth Care Services Bull NASDAQAging Population, Assisted Living, Healthcare Technology, Long-term Care, Market Leading, Pharmacy Services, secular growth
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundFLS Flowserve IndustrialsMachinery Bull NYSEaftermarket services, Flow Control Systems, Industrial Equipment, infrastructure, machinery, merger, valuation
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundALIT Alight Information TechnologySoftware Bull NYSEBenefits administration, cloud platform, Fortune 500, Hr Technology, Human capital management, margin expansion, SaaS
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundACIW ACI Worldwide Information TechnologySoftware Bull NASDAQbalance sheet, digital payments, financial technology, margin expansion, niche market, Payments Software, software solutions
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundCHE Chemed Health CareHealth Care Services Bull NYSEAging Population, defensive, Healthcare services, Hospice Care, Medicare, Plumbing Services, Secular Demand
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundMTSI MACOM Technology Solutions Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G, Acquisitions, data center, Domestic Manufacturing, High-performance, semiconductors, technology
Jun 30, 2025Fund LettersAristotle Small Cap Equity FundDY Dycom Industries IndustrialsConstruction & Engineering Bull NYSEbroadband, Construction services, Engineering services, Fiber Deployment, infrastructure, secular growth, telecommunications
Jun 30, 2025Fund LettersBaron Discovery FundWYNN Wynn Resorts, Limited Consumer DiscretionaryCasinos & Gaming Bull NASDAQBull, Casino Gaming, Chinese Tourism, Integrated Resort, Luxury Resort, Macau Recovery, Premium Positioning, UAE Expansion
Jun 30, 2025Fund LettersBaron Discovery FundINSP Inspire Medical Systems, Inc. Health CareHealth Care Equipment Bull NYSEAddressable market, Bull, Compelling Valuation, Hypoglossal Nerve Stimulation, long-term growth, market leadership, Medical Device, sleep apnea
Jun 30, 2025Fund LettersBaron Discovery FundCLWR Clearwater Analytics Holdings, Inc. Information TechnologyApplication Software Bull NASDAQacquisition integration, Bull, Competitive advantages, EBITDA margins, High Growth, Portfolio Accounting, Reporting Software, SaaS
Jun 30, 2025Fund LettersBaron Discovery FundKARH Karman Holdings Inc. IndustrialsAerospace & Defense Bull NASDAQBull, defense budget, Defense Systems, Exceptional Margins, Hypersonic Technology, Missile-Defense, Rocket Components, Space Launch

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