Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersHarris Associates Concentrated StrategyDE Deere & Company IndustrialsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, Competitive Advantage, Counter-Cyclical Investment, Cyclical Recovery, Farm Cycle, market leadership, Normalized Earnings
Mar 31, 2025Fund LettersHarris Associates Concentrated StrategyICE Intercontinental Exchange FinancialsFinancial Exchanges & Data Bull NYSEcapital allocation, cash flow generation, Data Services, Energy Futures, Financial Exchange, Mortgage Technology, share repurchase
Mar 31, 2025Fund LettersHarris Associates International Equity StrategyMC.PA Louis Vuitton Moët Hennessy Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Euronext ParisBernard Arnault, brand portfolio, China, fashion, Leather Goods, Luxury goods, LVMH, premium brands, tariffs
Mar 31, 2025Fund LettersHarris Associates International Equity Strategy8802.T Mitsubishi Estate Real EstateReal Estate Management & Development Bull Tokyo Stock Exchangeasset monetization, capital returns, inflation, Japan, Marunouchi, NAV discount, Prime Office, Real Estate, Tokyo
Mar 31, 2025Fund LettersHarris Associates International Equity StrategyRTO.L Rentokil Initial PLC IndustrialsCommercial Services & Supplies Bull London Stock ExchangeAcquisitions, cash flow generation, Defensive growth, market leader, pest control, Scale Advantages, Terminix integration
Mar 31, 2025Fund LettersHarris Associates International Equity StrategyFLTR.L Flutter Entertainment Consumer DiscretionaryHotels, Restaurants & Leisure Bull London Stock ExchangeFanDuel, Gaming, market leader, online gambling, PokerStars, Scale Advantages, secular growth, Sports betting
Mar 31, 2025Fund LettersHarris Associates International Equity Strategy2502.T Asahi Group Holdings Consumer StaplesBrewers Bull Tokyo Stock ExchangeAustralia, Beer, Brewers, Central Europe, consumer staples, deleveraging, Japan, shareholder returns, Tax Reform
Mar 31, 2025Fund LettersHarris Associates International Equity StrategyTKA.DE thyssenkrupp IndustrialsIndustrial Conglomerates Bull XETRADefense, Germany, Government Spending, industrial conglomerate, Marine Systems, spin-off, value unlock
Mar 31, 2025Fund LettersHarris Associates International Equity StrategyBABA Alibaba Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, China, Cloud computing, Consumer Discretionary, e-commerce, large language models, monetization, technology
Mar 31, 2025Fund LettersHarris Associates International Equity StrategyBNP.PA BNP Paribas FinancialsBanks Bull Euronext ParisBanks, Corporate Banking, Diversified, Europe, financials, france, Institutional Banking, Personal Finance
Mar 31, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundADNT Adient PLC Consumer DiscretionaryAuto Parts & Equipment Bull NYSEAuto parts, automotive, Mexico, portfolio optimization, Seating Systems, Share Buyback, tariffs
Mar 31, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundFLR Fluor Corp. IndustrialsConstruction & Engineering Bull NYSEconstruction, Contracting, engineering, Epc, Fabrication, infrastructure, Nuclear, SMR
Mar 31, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundKOS Kosmos Energy Ltd. EnergyOil & Gas Exploration & Production Bull NYSEenergy, Exploration, LNG, natural gas, Offshore E&P, OPEC, Production
Mar 31, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundFFIV F5 Inc. Information TechnologyCommunications Equipment Bull NASDAQApplication Security, debt-free, Hardware refresh, IT Spending, Networking Software, Software Renewals, technology
Mar 31, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundCVS CVS Health Corp. Health CareHealth Care Services Bull NYSEAetna, Diversified Healthcare, health insurance, healthcare, Medicare Advantage, Pbm, Retail Pharmacy
Mar 31, 2025Fund LettersHotchkis & Wiley Mid-Cap Value FundAIG American International Group Inc. FinancialsMulti-line Insurance Bull NYSEcapital allocation, Commercial Insurance, Insurance, Property & Casualty, ROE improvement, Share Buyback, Value
Mar 31, 2025Fund LettersHotchkis & Wiley Global Value FundWDAY Workday, Inc. Information TechnologyApplication Software Bull NASDAQCloud software, Competitive Advantage, Enterprise software, ERP, Human capital management, Premier Franchise, SaaS
Mar 31, 2025Fund LettersHotchkis & Wiley Global Value FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCloud computing, digital advertising, growth potential, Other Bets, Overcapitalized, search engine, technology
Mar 31, 2025Fund LettersHotchkis & Wiley Global Value FundWPP WPP plc Communication ServicesAdvertising Bull LSEadvertising, asset-light, capital return, low valuation, Marketing Services, organic growth, UK
Mar 31, 2025Fund LettersHotchkis & Wiley Global Value FundSIE.DE Siemens AG IndustrialsElectrical Equipment Bull XETRAconglomerate, conglomerate discount, electrical equipment, Germany, Healthcare Technology, Industrial automation, infrastructure, Value

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