Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 1, 2025Fund LettersProtean SelectENITY.ST Enity FinancialsConsumer Finance Bull Nasdaq Stockholmconsumer finance, Credit risk, IPO, Mortgage Provider, niche market, Nordic, ROE
Jun 1, 2025Fund LettersProtean SelectOSSD.ST Ossdsign Health CareHealth Care Equipment Bull Nasdaq StockholmBone Graft, clinical data, growth, Medical Device, Medtech, Spinal Fusion, Swedish
Jun 1, 2025Fund LettersROCKLINC Partners FundCCO.TO Cameco Corporation EnergyUranium Bull Toronto Stock ExchangeAI power demand, Canada, Commodity Producer, data centers, energy infrastructure, Mining, nuclear energy, Nuclear Renaissance, uranium, vertical integration
Jun 1, 2025Fund LettersL1 Capital Long Short FundFTT.TO Finning International Capital GoodsTrading Companies & Distributors Bull Toronto Stock Exchangeaftermarket services, Canada, Caterpillar, Chile, Construction Equipment, copper mining, data centers, Dealer, Mining equipment, Power systems, Share Buybacks, South America, Value
Jun 1, 2025Fund LettersQualivian Investment PartnersAZO AutoZone Consumer DiscretionarySpecialty Retail Bull NYSEaftermarket, Aging Vehicle Fleet, automotive parts, Commercial, defensive, DIY, International Growth, market share expansion, negative working capital, oligopoly, share repurchases, Specialty retail, store expansion
Jun 1, 2025Fund LettersRockwood StrategicJFS.L James Fisher & Sons IndustrialsIndustrial Conglomerates Bull London Stock ExchangeBalance sheet repair, Defense, energy, Engineering services, Margin recovery, Marine, Operational Restructuring, renewables, turnaround, UK
Jun 1, 2025Fund LettersRockwood StrategicFLO.L Flowtech Fluidpower IndustrialsIndustrial Machinery Bull London Stock ExchangeBenelux, Fluid Power, Hydraulics, Industrial distribution, Inventory Optimization, margin expansion, Operational Improvement, Pneumatics, turnaround, UK
Jun 1, 2025Fund LettersRockwood StrategicVQS.L Vanquis Banking Group FinancialsConsumer Finance Bull London Stock ExchangeBanking License, consumer finance, Cost Reduction, credit cards, Deposit Funding, subprime lending, turnaround, UK, Underbanked, Vehicle Finance
Jun 1, 2025Fund LettersAdestella Investment ManagementNAGE Niagen Bioscience Health CareBiotechnology Bull NASDAQAnti-Aging, biotechnology, direct-to-consumer, growth, Healthy Aging, Longevity, M&A Target, NAD+, Pharmaceutical-Grade, profitability inflection, supplements, Wellness
Jun 1, 2025Fund LettersEQUAM Global Value FundKIN.BR Kinepolis Communication ServicesMovies & Entertainment Bull Euronext BrusselsBelgium, Cinema, consolidation, entertainment, Europe, Free Cash Flow, operating leverage, premium services, Real Estate, turnaround
Jun 1, 2025Fund LettersBaron Fifth Avenue Growth FundKIN.BR Kinepolis Communication ServicesMovies & Entertainment Bull Euronext BrusselsBelgium, Cinema, consolidation, entertainment, FCF yield, operating leverage, premium services, Real Estate, turnaround, Value
May 31, 2025Fund LettersAVI Japan Opportunity Trust4527.T Rohto Pharmaceutical Health CarePersonal Products Bull Tokyo Stock ExchangeConsumer healthcare, Eye-drops, Japan, market leader, Medium-term Plan, personal care, pharmaceuticals, R&D Reallocation, Skincare, valuation discount
May 31, 2025Fund LettersAVI Japan Opportunity Trust3529.T Atsugi Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Tokyo Stock ExchangeApparel Manufacturer, Consumer Discretionary, Cross-shareholdings, Innerwear, Japan, Legwear, Operational Recovery, restructuring, turnaround, Women's Clothing
May 31, 2025Fund LettersAVI Japan Opportunity Trust3106.T Kurabo Industries MaterialsTextiles, Apparel & Luxury Goods Bull Tokyo Stock ExchangeAdvanced technology, Asset Rationalization, capital efficiency, Chemicals, Diversified Manufacturer, Engagement Strategy, Japan, operational improvements, shareholder returns, Textiles
May 31, 2025Fund LettersAVI Worldwide Opportunities FundSDCL.L SDCL Efficiency Income UtilitiesIndependent Power and Renewable Electricity Producers Bull London Stock Exchangecarbon emissions, Continuation Vote, discount to NAV, energy efficiency, investment trust, Onyx, Value Catalyst
May 31, 2025Fund LettersAVI Worldwide Opportunities FundAUGM.L Augmentum Fintech FinancialsAsset Management & Custody Banks Bull London Stock ExchangeConservative Valuations, discount to NAV, Fintech, Growth Private Equity, investment trust, Profitable Exits, Tide, Zopa
May 31, 2025Fund LettersAVI Worldwide Opportunities FundSERAPH.L Seraphim Space Information TechnologyTechnology Hardware, Storage & Peripherals Bull London Stock ExchangeDefense, European defense spending, Geopolitical Catalyst, government contracts, ICEYE, investment trust, Space Technology
May 31, 2025Fund LettersAVI Worldwide Opportunities FundVH.L VH Global Energy Infrastructure UtilitiesIndependent Power and Renewable Electricity Producers Bull London Stock ExchangeAsset Realization, discount to NAV, energy infrastructure, investment trust, Value Catalyst, Winddown
May 31, 2025Fund LettersJanes Henderson Global Sustainable Equity FundPGR Progressive Corporation FinancialsInsurance Bull NYSEAuto Insurance, Data Analytics, direct-to-consumer, Home Insurance, market share, risk assessment, Telematics, Usage-Based Insurance
May 31, 2025Fund LettersJanes Henderson Global Sustainable Equity FundMCK McKesson Corporation Health CareHealth Care Distributors Bull NYSEBiosimilars, consolidated market, Defensive growth, GLP-1, healthcare, Pharmaceutical Distribution, Specialty Services, supply chain

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