Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersMar Vista US Quality SelectMETA Meta Platforms Communication ServicesInteractive Media & Services Bull NASDAQAI technology, digital advertising, growth, monetization, network effects, social media, user engagement
Jun 30, 2025Fund LettersMar Vista US Quality SelectMSFT Microsoft Information TechnologySoftware Bull NASDAQAI services, Azure, Cloud computing, Digital transformation, Enterprise software, generative AI, SaaS, technology
Jun 30, 2025Fund LettersMar Vista US Quality SelectAVGO Broadcom Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, AI infrastructure, custom chips, growth, hyperscalers, semiconductors, technology
Jun 30, 2025Fund LettersImpax Global Environmental Markets FundIEX IDEX Corporation IndustrialsIndustrial Machinery Bear NYSECyclical, Health Sciences, industrial machinery, Industrial Production, organic growth, Water infrastructure
Jun 30, 2025Fund LettersImpax Global Environmental Markets FundZTS Zoetis Inc. Health CarePharmaceuticals Bull NYSEAnimal Health, Free Cash Flow, pharmaceuticals, R&D, Sustainable Agriculture, Value, Veterinary
Jun 30, 2025Fund LettersImpax Global Environmental Markets FundWAT Waters Corporation Health CareLife Sciences Tools & Services Bear NYSEAnalytical instruments, Environmental Testing, healthcare, Life Sciences Tools, pharmaceuticals, Regulatory risk
Jun 30, 2025Fund LettersImpax Global Environmental Markets FundAPH Amphenol Corporation Information TechnologyElectronic Components Bull NYSEAI infrastructure, automotive, Connectivity, data center, Electronic Components, growth, technology
Jun 30, 2025Fund LettersImpax Global Environmental Markets FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI infrastructure, CapEx, data center, Gpu, growth, semiconductors, technology
Jun 30, 2025Fund LettersImpax Global Environmental Markets FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI infrastructure, Azure, Cloud computing, Enterprise software, growth, SaaS, technology
Jun 30, 2025Fund LettersCooper Investors Global Equities Fund (Unhedged)PSK.TO PrairieSky Royalty Ltd EnergyOil & Gas Exploration & Production Bull TSXCanada, cash generation, Counter-cyclical Investing, energy, Management Quality, Perpetual Assets, Royalty, Technology Catalyst, Value Latency
Jun 30, 2025Fund LettersCooper Investors Global Equities Fund (Unhedged)TKO TKO Group Holdings Inc Communication ServicesEntertainment Bull NYSECombat Sports, Content Platform, entertainment, high-margin business, live events, Media rights, Site Fees, UFC, WWE
Jun 30, 2025Fund LettersCooper Investors Global Equities Fund (Unhedged)G24.DE Scout24 SE Communication ServicesInteractive Media & Services Bull XETRAdigital platform, Germany, Management Change, market leadership, Property Portal, Real Estate, turnaround, value creation
Jun 30, 2025Fund LettersThird Avenue Real Estate Value FundJ36.SI Jardine Matheson Holdings Ltd. IndustrialsIndustrial Conglomerates Bull Singapore ExchangeAsian Conglomerate, capital allocation, holding company, Hong Kong, Hotels, Real Estate, Southeast Asia, Sum-of-parts, Value
Jun 30, 2025Fund LettersThird Avenue Real Estate Value FundSKY Champion Homes Inc. Consumer DiscretionaryHomebuilding Bull NYSEaffordable housing, consolidation, Factory-Built, Financing, homebuilding, manufactured homes, Modular Homes, North America, Value
Jun 30, 2025Fund LettersThird Avenue Real Estate Value FundWCC WESCO International Inc. IndustrialsTrading Companies & Distributors Bull NYSECommunications, consolidation, data centers, Distribution, Electrical, Grid Upgrades, North America, Reshoring, utilities, Value
Jun 30, 2025Fund LettersThird Avenue Real Estate Value FundPLD Prologis Inc. Real EstateIndustrial REITs Bull NYSEasset management, data centers, development, Global, Industrial, Logistics, REIT, Solar, Value, Warehouses
Jun 30, 2025Fund LettersAristotle Atlantic Core Equity StrategyAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI compute, AI silicon, inference, Networking, semiconductors, technology, Training, Vmware
Jun 30, 2025Fund LettersAristotle Atlantic Core Equity StrategyORCL Oracle Corporation Software & ServicesSystems Software Bull NASDAQCloud computing, cloud infrastructure, Database, Enterprise software, RPO growth, SaaS, technology
Jun 30, 2025Fund LettersAndvari AssociatesJKHY Jack Henry & Associates, Inc. Information TechnologyApplication Software Bull NASDAQBanking Software, Core Processing, customer satisfaction, digital banking, financial technology, market share gains, Mission-Critical, recurring revenue
Jun 30, 2025Fund LettersAndvari AssociatesOR.PA L'Oréal S.A. Consumer StaplesPersonal Care Products Bull Euronext Parisbeauty products, brand portfolio, consumer staples, Cosmetics, diversification, Emerging markets, Global Market Leader, R&D investment

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