Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 15, 2026Fund LettersAlger Weatherbie Specialized Growth FundPLNT Planet Fitness, Inc. LeisureHotels, Restaurants & Leisure Bull New York Stock ExchangeBrand, Consumer Discretionary, Fitness, franchise, Leisure, Low cost, Membership, recurring revenue, Unit growth
Apr 15, 2026Fund LettersAlger Weatherbie Specialized Growth FundSTEP StepStone Group, Inc. Asset ManagementCapital Markets Bull NASDAQalternative investments, asset management, financials, infrastructure, Institutional Investors, Private Debt, private equity, Private markets, Real Estate
Apr 15, 2026Fund LettersAlger Weatherbie Specialized Growth FundCWST Casella Waste Systems, Inc. Waste ManagementCommercial Services & Supplies Bull NASDAQAcquisitions, environmental services, Industrials, Northeastern US, recurring revenue, Recycling, Regional Consolidator, waste management
Apr 15, 2026Fund LettersAlger Weatherbie Specialized Growth FundLGCE Legence Corp OtherCommercial Services & Supplies Bull NASDAQBuilding Systems, Consulting, data centers, Engineering services, Government Facilities, Industrials, infrastructure, life sciences, Maintenance
Apr 15, 2026Fund LettersAlger Weatherbie Specialized Growth FundDOCN DigitalOcean Holdings, Inc. Software - InfrastructureInternet Services & Infrastructure Bull New York Stock ExchangeARR, cloud infrastructure, Computing, Developers, Networking, SaaS, SMB, Storage, technology
Apr 15, 2026Fund LettersAlger Weatherbie Specialized Growth FundAIR AAR Corp Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket services, Aviation, Commercial Airlines, Defense, government contracts, Industrials, Maintenance, Parts Supply
Apr 15, 2026Fund LettersDesert Lion Capital- iOCO OtherIT Services Bull Johannesburg Stock Exchangecapital allocation, Corporate Governance, Emerging markets, Free Cash Flow, IT services, Share Buybacks, South Africa, turnaround, Value
Apr 15, 2026Fund LettersPender Small Cap Opportunities FundPAR PAR Technology Corp. Software - ApplicationTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeAI Product, Coach AI, Data Strategy, High Quality Business, Identity Resolution, Restaurant technology, Store Deployment
Apr 15, 2026Fund LettersPender Small Cap Opportunities FundCVO.TO Coveo Solutions Inc. Software - InfrastructureApplication Software Bull Toronto Stock ExchangeAI Beneficiary, AI-powered, Customer service, e-commerce, Enterprise Search, Software, Top Ten Holding
Apr 15, 2026Fund LettersPender Small Cap Opportunities FundVNP.TO 5N Plus Inc. Specialty ChemicalsSpecialty Chemicals Bull Toronto Stock Exchangecapacity expansion, Catalysts, conservative guidance, growth, Proprietary Materials, Space Solar, specialty materials
Apr 15, 2026Fund LettersPender Small Cap Opportunities FundSOIL.TO Saturn Oil & Gas Inc. Oil & Gas E&POil & Gas Exploration & Production Bull Toronto Stock ExchangeAlberta, Asset Development, Canada, Catalyst-Rich, deleveraging, energy, multiple expansion, Oil & Gas, Saskatchewan
Apr 15, 2026Fund LettersPurpose Investment PartnersENB Enbridge Inc. Oil & Gas MidstreamOil & Gas Storage & Transportation Bull Toronto Stock ExchangeCanada, data centers, energy infrastructure, high credit quality, natural gas, pipeline, Preferred equity, Rate-reset.
Apr 15, 2026Fund LettersPurpose Investment PartnersGTE Gran Tierra Energy Oil & Gas E&POil & Gas Exploration & Production Bull New York Stock Exchangeasset sales, deleveraging, Emerging markets, energy, Free Cash Flow, Latin America, oil producer, Secured Notes
Apr 15, 2026Fund LettersRiverwater Partners Small Cap StrategyCWK Cushman & Wakefield plc Real Estate ServicesReal Estate Management & Development Bull New York Stock ExchangeAI disruption, commercial real estate, Global Platform, oligopoly, property management, Real Estate Services, recurring revenue
Apr 15, 2026Fund LettersRiverwater Partners Small Cap StrategyPWP Perella Weinberg Partners Capital MarketsCapital Markets Bull NASDAQBoutique Bank, Capital markets, Deal Backlog, Fee Realization, investment banking, M&A Advisory
Apr 15, 2026Fund LettersRiverwater Partners Small Cap StrategyTALK Talkspace, Inc. Health Information ServicesHealth Care Technology Bull NASDAQacquisition target, digital health, Healthcare Technology, Mental Health Platform, telehealth, Unit economics
Apr 15, 2026Fund LettersRiverwater Partners Small Cap StrategyATRC AtriCure, Inc. Medical Instruments & SuppliesHealth Care Equipment & Supplies Bull NASDAQAppendage Management, Atrial Fibrillation, Cardiac Surgery, first-mover advantage, Medical devices, Surgical Ablation
Apr 15, 2026Fund LettersRiverwater Partners Small Cap StrategyCCB Coastal Financial Corporation Banks - RegionalBanks Neutral NASDAQBaaS Model, Banking As A Service, fee income, Fintech Partnerships, Partner Deposits, Private Credit
Apr 15, 2026Fund LettersRiverwater Partners Small Cap StrategyADEA Adeia Inc. Software - ApplicationTechnology Hardware, Storage & Peripherals Bull NASDAQHybrid bonding, Intellectual Property, IP Portfolio, Licensing, Semiconductor Technology, Technology Partnerships
Apr 15, 2026Fund LettersRiverwater Partners Small Cap StrategyMOD Modine Manufacturing Company Auto PartsIndustrial Machinery Bull New York Stock ExchangeCooling Solutions, data center, Industrial technology, secular growth, spinoff, thermal management

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