Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersAristotle International Equity FundMUV2.DE Munich Reinsurance FinancialsReinsurance Bull XETRAArtificial Intelligence, Asia, capital allocation, cybersecurity, Dividend Growth, innovation, Reinsurance, risk management, Share Buyback
Mar 31, 2025Fund LettersAristotle/Saul Global Equity Fund6367.T Daikin Industries, Ltd. IndustrialsBuilding Products Bull Tokyo Stock ExchangeAir Conditioning, energy efficiency, Global distribution, heat pumps, HVAC, Structural Growth, technology innovation
Mar 31, 2025Fund LettersAristotle/Saul Global Equity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, Cloud computing, digital advertising, Integrated Ecosystem, network effects, Search Dominance, YouTube
Mar 31, 2025Fund LettersAristotle/Saul Global Equity FundADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI integration, competitive moat, creative software, digital media, Firefly, Professional Workflows, subscription model
Mar 31, 2025Fund LettersAristotle/Saul Global Equity FundCCO Cameco Corporation EnergyUranium Bull NYSEclean energy, Inelastic Demand, long-term contracts, Nuclear Power, political stability, production flexibility, uranium
Mar 31, 2025Fund LettersAristotle/Saul Global Equity FundSONY Sony Group Corporation Communication ServicesInteractive Media & Services Bull NYSEContent IP, Cross-Platform Integration, entertainment, Gaming, Platform Owner, PlayStation, Streaming
Mar 31, 2025Fund LettersAristotle/Saul Global Equity FundMUV2.DE Munich Reinsurance FinancialsReinsurance Bull XETRAAI innovation, Asian markets, capital return, Catastrophe Insurance, cybersecurity, Reinsurance, risk management
Mar 31, 2025Fund LettersBrandes International Equity FundRI.PA Pernod Ricard Consumer StaplesBeverages Bull Euronext Parisbrand portfolio, defensive, Emerging markets, france, operating leverage, premium spirits, Value
Mar 31, 2025Fund LettersBrandes International Equity FundCAP.PA Capgemini Information TechnologyIT Services Bull Euronext ParisAI, cloud, Digital transformation, Discount to peers, france, High Returns on Capital, IT services, Value
Mar 31, 2025Fund LettersBrandes International Equity FundWMMVY Wal-Mart de Mexico Consumer StaplesFood & Staples Retailing Bull OTCdefensive, dominant market position, Free Cash Flow, Mexico, net cash, retailer, Value
Mar 31, 2025Fund LettersBrandes Small Cap Value FundPZZA Papa John's International Inc Consumer DiscretionaryRestaurants Bull NASDAQConsumer Discretionary, food delivery, franchise, Pizza, QSR, Restaurants, turnaround, Value
Mar 31, 2025Fund LettersBurke Wealth Managament The Focused Growth StrategyTDG TransDigm Group Inc IndustrialsAerospace & Defense Bull NYSEAcquisitions, Aerospace, aftermarket, Boeing, Commercial Aviation, Defense, Levered Equity, Sole Source
Mar 31, 2025Fund LettersBurke Wealth Managament The Focused Growth StrategyCRM Salesforce Inc Information TechnologySoftware Bull NYSEAgent Force, AI, Consumption Model, CRM, DOGE, Enterprise software, Government, SaaS
Mar 31, 2025Fund LettersBurke Wealth Managament The Focused Growth StrategyNOW ServiceNow Inc Information TechnologySoftware Bull NYSEAI, Consumption Model, DOGE, efficiency, Enterprise software, Government, SaaS
Mar 31, 2025Fund LettersBurke Wealth Managament The Focused Growth StrategyNVDA Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Artificial Intelligence, China, Cloud computing, data centers, GPUs, semiconductors, tariffs
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundANF Abercrombie & Fitch Consumer DiscretionarySpecialty Retail Bull NYSEApparel Retail, Freight Costs, gross margins, Hollister Brand, Multi-brand, Omnichannel, Specialty retail
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundAAON AAON IndustrialsBuilding Products Neutral NASDAQBuilding Products, capacity expansion, Commercial Industrial, data center cooling, HVAC, Refrigerant Transition, Rooftop Units
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundSHAK Shake Shack Consumer DiscretionaryRestaurants Bull NYSEBrand Premium, comparable sales, Consumer Discretionary, Fast casual, margin expansion, Restaurants, Unit growth
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundPCVX Vaxcyte Health CareBiotechnology Neutral NASDAQbiotechnology, FDA Regulatory, Non-inferiority, Phase 2 Trial, Phase 3 trials, Pneumococcal Disease, vaccine development, vaccines
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundFLY Flywire Information TechnologyData Processing & Outsourced Services Neutral NASDAQclean balance sheet, Cross-Border, double-digit growth, margin expansion, Payments, Software, valuation discount

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