Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersAriel Appreciation FundCLB Core Laboratories, Inc. EnergyOil & Gas Equipment & Services Neutral NYSECyclical, energy, Free Cash Flow, International Growth, oilfield services, Production Enhancement, Reservoir Description
Jun 30, 2025Fund LettersAriel Appreciation FundNVT nVent Electric plc IndustrialsElectrical Components & Equipment Bull NYSEdata centers, electrical equipment, Electrification, Industrials, infrastructure, operational improvements, secular growth
Jun 30, 2025Fund LettersAriel Appreciation FundSPHR Sphere Entertainment Co. Communication ServicesEntertainment Bull NYSEConsumer Discretionary, entertainment, Experiential Venues, growth, Immersive Technology, international expansion, Live entertainment
Jun 30, 2025Fund LettersAriel Appreciation FundNTRS Northern Trust Corporation FinancialsAsset Management & Custody Banks Bull NASDAQasset management, Custody Banks, defensive, financial services, high barriers to entry, M&A Target, wealth management
Jun 30, 2025Fund LettersJanus Henderson Forty FundMA Mastercard Incorporated Information TechnologyData Processing & Outsourced Services Bull NYSEAlternative Payments, digital payments, Fintech, payment processing, stablecoin, Transaction Processing
Jun 30, 2025Fund LettersJanus Henderson Forty FundUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bull NYSEData Assets, healthcare, managed care, Medical costs, Medicare Advantage, Optum, Scale Advantages
Jun 30, 2025Fund LettersJanus Henderson Forty FundHWM Howmet Aerospace Inc. IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, AI infrastructure, Aircraft Components, Cyclical Recovery, Industrial Gas Turbines, Power generation
Jun 30, 2025Fund LettersJanus Henderson Forty FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, custom silicon, GPU Alternative, hyperscaler, Merchant Silicon, semiconductors
Jun 30, 2025Fund LettersJanus Henderson Forty FundORCL Oracle Corporation Information TechnologySystems Software Bull NASDAQAI infrastructure, cloud infrastructure, Enterprise software, Gpu, hyperscaler, SaaS, sovereign cloud
Jun 30, 2025Fund LettersPzena International Value ADR strategy6367.T Daikin Industries, Ltd. IndustrialsBuilding Products Bull Tokyo Stock ExchangeAir Conditioning, capital efficiency, global leader, HVAC, Japan, Margin Improvement, tariffs
Jun 30, 2025Fund LettersPzena International Value ADR strategy6981.T Murata Manufacturing Co., Ltd. Information TechnologyElectronic Components Bull Tokyo Stock ExchangeAI, Capacitors, data centers, Electronic Components, EVs, Inductors, Japan, technology leadership
Jun 30, 2025Fund LettersApis Global Discovery Fund4403.T NOF Corporation MaterialsSpecialty Chemicals Bull Tokyo Stock ExchangeCorporate Governance, Cosmetics, Defense, drug delivery, Explosives, Japan, Lipid Nanoparticles, margin expansion, Muji, ODM, Peg, pharmaceuticals, specialty chemicals, Value
Jun 30, 2025Fund LettersApis Global Discovery FundMGNI Magnite, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAd Tech, antitrust, Connected tv, CTV, digital advertising, EBITDA multiple, Google, market share, Netflix Partnership, Publishers, Revenue Growth, SSP
Jun 30, 2025Fund LettersAristotle International Equity FundSAF.PA Safran SA IndustrialsAerospace & Defense Bull Euronext ParisAerospace, Aftermarket revenue, Aircraft engines, Asia Recovery, Defense, Fleet Modernization, Fuel efficiency, market dominance
Jun 30, 2025Fund LettersAristotle International Equity FundCCO.TO Cameco Corporation EnergyOil, Gas & Consumable Fuels Bull Toronto Stock ExchangeDecarbonization, Energy security, long-term contracts, nuclear energy, operational resilience, uranium, vertical integration
Jun 30, 2025Fund LettersAristotle International Equity FundMC.PA LVMH Moët Hennessy Louis Vuitton SE Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Euronext ParisAsian markets, brand portfolio, cash generation, Creative Leadership, Cyclical, Luxury goods, vertical integration
Jun 30, 2025Fund LettersAristotle International Equity FundALC Alcon Inc. Health CareHealth Care Equipment & Supplies Bull NYSEAging Population, Emerging markets, Eye Care, innovation, Medical devices, oligopoly, recurring revenue, spinoff
Jun 30, 2025Fund LettersThe London Company Income EquityCB Chubb Limited FinancialsProperty & Casualty Insurance Bull NYSEAsian markets, Disciplined Management, Geographic Diversification, Insurance, Property & Casualty, Reinsurance, Scale Advantages, underwriting
Jun 30, 2025Fund LettersColebrooke PartnersTHG.L THG Group Consumer DiscretionaryInternet & Direct Marketing Retail Bear London Stock ExchangeCustomer Defection, DTC, e-commerce, governance issues, Management alignment, Rebranding Risk, Sports Nutrition, UK
Jun 30, 2025Fund LettersColebrooke PartnersNAH.L NAHL Group FinancialsSpecialized Finance Neutral London Stock ExchangeCritical Care, Delisting Risk, exit, Legal Services, liquidity risk, M&A catalyst, Personal Injury, UK

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