Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersMeridian Small Cap Growth FundAXGN Axogen, Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Clinical, manufacturing, margin expansion, medical technology, Nerve Regeneration, Specialized
Jun 30, 2025Fund LettersMeridian Small Cap Growth FundRANP Ranpak Holdings Corp. MaterialsPaper Packaging Bull NYSEAutomation, Consumables, Environmental, Packaging, Paper, recurring revenue, Sustainability
Jun 30, 2025Fund LettersAVI Japan Opportunity Trust1926.T Raito Kogyo IndustrialsConstruction & Engineering Bull Tokyo Stock ExchangeActivist engagement, capital efficiency, Corporate Governance, Ground Improvement, Japan, market leader, Slope Construction, Specialist Construction, value unlock
Jun 30, 2025Fund LettersAVI Japan Opportunity Trust3106.T Kurabo Industries MaterialsTextiles, Apparel & Luxury Goods Bull Tokyo Stock ExchangeActivist engagement, Advanced technology, Chemicals, Diversified Manufacturing, Japan, Operational Turnaround, Share Buybacks, stock-based compensation, Textiles
Jun 30, 2025Fund LettersAVI Japan Opportunity Trust4347.T Broadmedia Communication ServicesEducation Services Bull Tokyo Stock ExchangeActivist engagement, E-learning, educational technology, growth, IT services, Japan, online education, Secondary Schools
Jun 30, 2025Fund LettersPzena Focused Value strategyOSK Oshkosh Corporation IndustrialsMachinery Bull NYSEAerial Work Platforms, Cyclical Recovery, Defense Contractor, Industrial Equipment, manufacturing, Postal Vehicles, Replacement Cycle, Vocational Vehicles
Jun 30, 2025Fund LettersAriel FundLESL Leslie's Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQCustomer loyalty, direct-to-consumer, Pool care, seasonal business, Specialty retail, turnaround, vertical integration
Jun 30, 2025Fund LettersAriel FundSJM The J.M. Smucker Company Consumer StaplesPackaged Foods & Meats Bull NYSEbrand portfolio, Coffee, consumer staples, Food Manufacturing, Innovation Agenda, Sku-rationalization, Uncrustables
Jun 30, 2025Fund LettersAriel FundCLB Core Laboratories Inc. EnergyOil & Gas Equipment & Services Neutral NYSEdebt reduction, Energy Services, Free Cash Flow, international expansion, Oil Services, Production Enhancement, Reservoir Description
Jun 30, 2025Fund LettersAriel FundNTRS Northern Trust Corporation FinancialsAsset Management & Custody Banks Bull NASDAQasset management, Conservative Banking, Custody Banking, Defensive Financials, financial services, high barriers to entry, Institutional Services
Jun 30, 2025Fund LettersAriel FundATGE Adtalem Global Education Consumer DiscretionaryDiversified Consumer Services Bull NYSEEnrollment Growth, For-Profit Education, Healthcare education, Healthcare Worker Shortage, Medical Schools, Nursing Programs, Regulatory Beneficiary
Jun 30, 2025Fund LettersAriel FundSPHR Sphere Entertainment Co. Communication ServicesEntertainment Bull NYSEConsumer Discretionary, entertainment, franchise model, Immersive Technology, live events, Media Technology, Venue Operations
Jun 30, 2025Fund LettersThe Sound Shore FundDIS The Walt Disney Company Communication ServicesMovies & Entertainment Bull NYSEContent, Digital transformation, entertainment, ESPN, media, Streaming, theme parks
Jun 30, 2025Fund LettersThe Sound Shore FundAES The AES Corporation UtilitiesIndependent Power Producers & Energy Traders Bull NYSEdata centers, infrastructure, Investment Tax Credits, Power generation, private equity, renewable energy, utilities
Jun 30, 2025Fund LettersThe Sound Shore FundFLEX Flex Ltd. Information TechnologyElectronic Manufacturing Services Bull NASDAQArtificial Intelligence, data centers, Electronic Manufacturing, infrastructure, Outsource Manufacturing, technology
Jun 30, 2025Fund LettersThe Sound Shore FundHOLX Hologic, Inc. Health CareHealth Care Equipment Bull NASDAQbuyout, diagnostics, Healthcare Equipment, medical technology, private equity, valuation, women's health
Jun 30, 2025Fund LettersThe Sound Shore FundTEVA Teva Pharmaceutical Industries Ltd. Health CarePharmaceuticals Bull NYSEcontrarian, Generic Drugs, growth, healthcare, pharmaceuticals, pipeline
Jun 30, 2025Fund LettersAuxier Asset ManagementBKNG Booking Holdings Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQAI technology, digital platform, Global Travel, Online Travel Agency, pandemic recovery, Tourism Industry, Travel Recovery
Jun 30, 2025Fund LettersAuxier Asset ManagementGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, Antitrust Risk, cash-rich, Content Distribution, digital advertising, market dominance, search engine, Video Streaming
Jun 30, 2025Fund LettersCullen Small Cap Value EquityNMRK Newmark Group Real EstateReal Estate Management & Development Bull NASDAQcommercial real estate, Free Cash Flow, market share gains, Mortgage servicing, property management, Real Estate Services, recurring revenue, share repurchases

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