Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersMeridian Small Cap Growth FundMMSI Merit Medical Systems, Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQearnings growth, FDA approval, Hemodialysis, Interventional Procedures, Margin Improvement, Medical devices, Single-Use
Mar 31, 2025Fund LettersMeridian Small Cap Growth FundRBA RB Global, Inc. Communication ServicesInteractive Media & Services Bull NYSEacquisition integration, asset disposition, EBITDA margins, Global Marketplace, Industrial Equipment, Salvage Vehicles, Scale Advantages
Mar 31, 2025Fund LettersMeridian Small Cap Growth FundLZ LegalZoom.com, Inc. Communication ServicesInteractive Media & Services Neutral NASDAQDigital transformation, gross margin improvement, Legal Services, Online Platform, small business, subscription model, Valuation Discipline
Mar 31, 2025Fund LettersMeridian Small Cap Growth FundVCYT Veracyte, Inc. Health Care Equipment & ServicesLife Sciences Tools & Services Bull NASDAQAfirma, Cancer Testing, Decipher, diagnostics, genomic sequencing, Profitability Improvement, strategic focus
Mar 31, 2025Fund LettersMeridian Small Cap Growth FundIMXI International Money Express, Inc. Financial ServicesFinancial Exchanges & Data Bull NASDAQdigital platform, financial technology, Free Cash Flow, Latin America, money transfer, Remittance Services, strategic review
Mar 31, 2025Fund LettersMeridian Small Cap Growth FundTNDM Tandem Diabetes Care, Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQAutomated Insulin Delivery, diabetes care, Healthcare Technology, international expansion, market share gains, Medical devices, Type 1 Diabetes
Mar 31, 2025Fund LettersThe London Company Income EquityMRK Merck & Co., Inc. Health CarePharmaceuticals Bear NYSEAcquisitions, China, GARDASIL, healthcare, Immunotherapy, Keytruda, Patent cliff, pharmaceuticals, regulatory environment, vaccines
Mar 31, 2025Fund LettersThe London Company Income EquityGLW Corning Inc Information TechnologyElectronic Components Bull NYSEAI infrastructure, automotive, consumer electronics, data centers, dividend yield, Fiber Optics, innovation, life sciences, operating leverage, R&D, Share Buybacks, Specialty Glass, telecommunications
Mar 31, 2025Fund LettersThe London Company Large CapENTG Entegris, Inc. Information TechnologySemiconductor Equipment Bull NASDAQbig data, Equity, high barriers to entry, high-ROIC, IoT, Microelectronics, semiconductor equipment, specialty chemicals, Telematics
Mar 31, 2025Fund LettersAlger Mid Cap Focus FundALAB Astera Labs, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, connectivity solutions, data center, GPU Connectivity, high-performance computing, machine learning, semiconductors
Mar 31, 2025Fund LettersAlger Mid Cap Focus FundMRVL Marvell Technology, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G infrastructure, AI infrastructure, automotive, Cloud computing, data center, Networking, semiconductors, System-on-Chip
Mar 31, 2025Fund LettersAlger Mid Cap Focus FundAPP AppLovin Corp. Information TechnologySoftware Bull NASDAQadtech, AI Advertising, DSP, Mobile Apps, Mobile Gaming, network effects, programmatic advertising, user acquisition
Mar 31, 2025Fund LettersAlger Mid Cap Focus FundPLTR Palantir Technologies Inc. Information TechnologySoftware Bull NYSEAI platform, Commercial Software, Data Analytics, Data-integration, Enterprise software, government contracts, Intelligence, Security
Mar 31, 2025Fund LettersAlger Mid Cap Focus FundSPOT Spotify Technology SA Communication ServicesInteractive Media & Services Bull NYSEadvertising, AI integration, Audio Platform, digital media, Music, Podcasts, Streaming, Subscription
Mar 31, 2025Fund LettersAlger Mid Cap Focus FundHEI HEICO Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, Aftermarket Parts, Commercial Aviation, Defense, electronics, FAA Approved, Flight Support, manufacturing
Mar 31, 2025Fund LettersAristotle Core Equity FundADI Analog Devices Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAnalog, Automotive electrification, Data converters, Edge computing, Factory Automation, IoT, mixed-signal, Power management, semiconductors, sustainable energy
Mar 31, 2025Fund LettersAristotle International Equity Fund9983.T Fast Retailing Consumer DiscretionaryApparel Retail Bull Tokyo Stock ExchangeApparel Retail, brand recognition, China, Functional Apparel, international expansion, Japan, LifeWear, supply chain, technology innovation
Mar 31, 2025Fund LettersAristotle International Equity FundACN Accenture Information TechnologyIT Consulting & Other Services Bull New York Stock ExchangeConsulting, Digital transformation, enterprise solutions, generative AI, government contracts, IT services, technology implementation
Mar 31, 2025Fund LettersAristotle International Equity FundCCO.TO Cameco EnergyUranium Bull Toronto Stock ExchangeCanada, clean energy, commodity, Energy security, long-term contracts, Mining, Nuclear Power, uranium
Mar 31, 2025Fund LettersAristotle International Equity Fund6758.T Sony Communication ServicesInteractive Media & Services Bull Tokyo Stock ExchangeContent IP, entertainment, Gaming, Japan, Music, Platform Owner, PlayStation, semiconductors, Streaming

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