Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersFenimore Small Cap StrategyBWIN Baldwin Insurance Group FinancialsInsurance Brokers Bull NASDAQEarly stage, financials, Insurance Broker, margin of safety, small-cap, strategic initiatives, Value
Mar 31, 2025Fund LettersAoris International FundGWW W.W. Grainger, Inc. IndustrialsTrading Companies & Distributors Bull NYSEdefensive, dividend aristocrat, Essential Products, Industrial Supplies, manufacturing, market share gains, MRO Distribution
Mar 31, 2025Fund LettersAoris International FundEXPN.L Experian plc IndustrialsResearch & Consulting Services Bull LSEConsumer credit, Credit Bureaus, Data Analytics, financial services, Identity Protection, oligopoly, recurring revenue
Mar 31, 2025Fund LettersAoris International FundCPRT Copart, Inc. IndustrialsTrading Companies & Distributors Bull NASDAQInsurance, Land Ownership, network effects, Online auctions, Salvage Vehicles, secular growth, technology platform
Mar 31, 2025Fund LettersAoris International FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI services, Azure, capital investment, Cloud computing, Copilot, data centers, Enterprise software
Mar 31, 2025Fund LettersAoris International FundACN Accenture plc Information TechnologyIT Consulting & Other Services Bull NYSEAI implementation, Business Process, Digital transformation, diversification, government contracts, It consulting, Technology Services
Mar 31, 2025Fund LettersAoris International FundREL.L RELX PLC Communication ServicesProfessional Services Bull LSEAI technology, Data Analytics, Legal Tech, LexisNexis, margin expansion, professional services, SaaS
Mar 31, 2025Fund LettersAoris International FundV Visa Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEB2B payments, Digital transformation, Fintech, Fraud prevention, growth, network effects, Payments
Mar 31, 2025Fund LettersDiamond Hill International6501.T Hitachi, Ltd. IndustrialsIndustrial Conglomerates Bull Tokyo Stock ExchangeAsset Divestiture, capital allocation, conglomerate, Consulting, IT services, Japan, Power Grids, transformation
Mar 31, 2025Fund LettersDiamond Hill InternationalBEI.UN.TO Boardwalk Real Estate Investment Trust Real EstateResidential REITs Bull Toronto Stock ExchangeCanada, conservative management, Employment Growth, Housing supply, Multi-Family, net asset value, REIT, Residential
Mar 31, 2025Fund LettersDiamond Hill InternationalBYG.L Big Yellow Group PLC Real EstateSpecialized REITs Bull London Stock Exchangebalance sheet, net asset value, Occupancy, Real Estate, REIT, Self-storage, United Kingdom
Mar 31, 2025Fund LettersDiamond Hill InternationalMRO.L Melrose Industries PLC IndustrialsAerospace & Defense Bull London Stock Exchange3D printing, Additive Manufacturing, Aerospace, cash flow growth, Defense, Maintenance, Risk Revenue Sharing, United Kingdom
Mar 31, 2025Fund LettersDiamond Hill InternationalNWC.TO The North West Company Inc. Consumer StaplesFood & Staples Retailing Bull Toronto Stock ExchangeAlaska, Canada, Caribbean, cash flow, defensive, Geographic Insulation, remote communities, retail
Mar 31, 2025Fund LettersDiamond Hill International2875.T Toyo Suisan Kaisha, Ltd. Consumer StaplesPackaged Foods & Meats Bull Tokyo Stock Exchangeconsumer staples, defensive, expansion, Food Products, Japan, Maruchan, North America, Ramen
Mar 31, 2025Fund LettersDiamond Hill InternationalIMB.L Imperial Brands PLC Consumer StaplesTobacco Bull London Stock Exchangecapital return, cash flow, Next-Generation Products, resilience, tobacco, United Kingdom
Mar 31, 2025Fund LettersDiamond Hill InternationalBTI British American Tobacco p.l.c. Consumer StaplesTobacco Bull London Stock Exchangedividend, Free Cash Flow, India, Regulatory, tobacco, United Kingdom, Value
Mar 31, 2025Fund LettersDiamond Hill InternationalQURE uniQure N.V. Health CareBiotechnology Bull NASDAQbiotechnology, FDA, gene therapy, manufacturing, Netherlands, pipeline, Regulatory
Mar 31, 2025Fund LettersDiamond Hill InternationalGLEN.L Glencore plc MaterialsDiversified Metals & Mining Bull London Stock Exchangecapital allocation, China, coal, Commodities, Copper, Diversified, Mining, Trading
Mar 31, 2025Fund LettersDiamond Hill InternationalTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEadvanced nodes, contract manufacturing, Foundry, geopolitical risk, semiconductors, Taiwan, technology
Mar 31, 2025Fund LettersDiamond Hill InternationalSAF.PA Safran S.A. IndustrialsAerospace & Defense Bull Euronext ParisAerospace, aftermarket, Aircraft engines, Defense, france, Maintenance, recurring revenue

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