Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersRiverwater Sustainable Value StrategyMSA MSA Safety IndustrialsIndustrial Machinery Bull NYSEconstruction, discount, Electrification, energy transition, Hazardous Environments, High quality, Military, Mining, Oil & Gas, Safety Equipment, Value
Jun 30, 2025Fund LettersRiverwater Sustainable Value StrategyGFF Griffon Corporation IndustrialsBuilding Products Bull NYSEBuilding Products, Commercial Doors, Consumer products, discount, Garage Doors, innovation, market share, operating margins, Portfolio Streamlining, Value
Jun 30, 2025Fund LettersRiverwater Sustainable Value StrategyECG Everus Construction Group IndustrialsConstruction & Engineering Bull NASDAQAI infrastructure, construction, data centers, discount, Distribution, Electrical, engineering, Grid modernization, spinoff, Transmission, Utility Infrastructure, Value
Jun 30, 2025Fund LettersClearBridge Investments Dividend StrategyORCL Oracle Corporation Information TechnologySoftware Bull NYSEAI, Artificial Intelligence, Cloud computing, Contrarian Entry, Database, Software, technology
Jun 30, 2025Fund LettersClearBridge Investments Dividend StrategyAVGO Broadcom Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Artificial Intelligence, entry point, profit-taking, semiconductors, technology, Valuation Discipline
Jun 30, 2025Fund LettersClearBridge Investments Dividend StrategyXOM Exxon Mobil Corporation EnergyOil, Gas & Consumable Fuels Bull NYSECommodity Cyclical, Cost Reduction, Double-digit Returns, Emissions, energy, oil, production growth, Stagflation Hedge
Jun 30, 2025Fund LettersClearBridge Investments Dividend StrategyLHX L3Harris Technologies Inc IndustrialsAerospace & Defense Bull NYSEAerospace, balance sheet, Defense, Discount Valuation, Free Cash Flow, geopolitical, Government Contractor
Jun 30, 2025Fund LettersWasatch Small Cap Growth StrategyAGYS Agilysys, Inc. Information TechnologyApplication Software Bull NASDAQDigital transformation, Hospitality Software, market share gains, niche market, recurring revenue
Jun 30, 2025Fund LettersWasatch Small Cap Growth StrategyNVMI Nova Ltd. Information TechnologySemiconductor Equipment Bull NASDAQArtificial Intelligence, Manufacturing Technology, Metrology systems, process control, semiconductor equipment
Jun 30, 2025Fund LettersWasatch Small Cap Growth StrategyFN Fabrinet Information TechnologyElectronic Manufacturing Services Bull NYSEArtificial Intelligence, data centers, Manufacturing Services, Optical-Components, technology infrastructure
Jun 30, 2025Fund LettersWasatch Small Cap Growth StrategyGSHD Goosehead Insurance, Inc. FinancialsInsurance Brokers Bull NASDAQfranchise model, insurance brokerage, market share gains, operational efficiency, technology platform
Jun 30, 2025Fund LettersWasatch Small Cap Growth StrategyCWAN Clearwater Analytics Holdings, Inc. Information TechnologyApplication Software Neutral NASDAQacquisition integration, Asset Managers, Compliance, Investment Software, risk management, SaaS
Jun 30, 2025Fund LettersWasatch Small Cap Growth StrategyBRBR BellRing Brands, Inc. Consumer StaplesPackaged Foods & Meats Bull NYSEbrand portfolio, consumer staples, Distribution Expansion, Nutrition, Protein Supplements, secular growth
Jun 30, 2025Fund LettersTall Oak Capital AdvisorsEHC Encompass Health Health Care Providers & ServicesHealth Care Facilities Bull NYSEAging demographics, Defensive Healthcare, healthcare infrastructure, Healthcare Real Estate, Post-Acute Care, predictable cash flows, Rehabilitation Hospitals
Jun 30, 2025Fund LettersTall Oak Capital AdvisorsISRG Intuitive Surgical Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQAging demographics, AI Healthcare, Healthcare Technology, Medical devices, Minimally Invasive, recurring revenue, Robotic Surgery
Jun 30, 2025Fund LettersEdgewood ManagementFICO Fair Isaac Corp. SoftwareApplication Software Bull NYSEauto loans, capital return, Consumer credit, credit scoring, Financial Analytics, Mortgage, Pricing power, Regulatory Moat, risk management, royalty model
Jun 30, 2025Fund LettersEdgewood ManagementAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI chips, capital return, custom silicon, datacenter, high margins, hyperscaler, infrastructure software, M&A, Private Cloud, semiconductors, Vmware
Jun 30, 2025Fund LettersEdgewood ManagementBSX Boston Scientific Corp. Health Care Equipment & SuppliesHealth Care Equipment Bull NYSEAblation Technology, Atrial Fibrillation, cardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue
Jun 30, 2025Fund LettersPM Capital Australian Companies FundNEM Newmont Corporation MaterialsGold Bull New York Stock Exchangecentral banks, Commodities, Equity, geopolitical, Gold, materials, Mining, Safe Haven
Jun 30, 2025Fund LettersPM Capital Australian Companies FundFCX Freeport-McMoRan Inc. MaterialsCopper Bull New York Stock ExchangeCommodities, Copper, Electric Vehicles, Equity, materials, Mining, renewables, US

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