Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundSWTX SpringWorks Therapeutics Health CareBiotechnology Bull NASDAQacquisition target, biotechnology, Cancer, Commercial Stage, M&A, Precision-medicine, rare diseases
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundPTGX Protagonist Therapeutics Health CareBiotechnology Bull NASDAQbiotechnology, Clinical Remission, Oral Therapy, Peptide-based, Phase 2 Trial, Polycythemia Vera, rare diseases, Ulcerative Colitis
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundRBA RB Global IndustrialsTrading Companies & Distributors Bull NYSEAuction Platform, Construction Equipment, IAA Integration, marketplace, Operational Turnaround, Salvage Automobiles, Trading Companies
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundARIS Aris Water Solutions EnergyOil & Gas Equipment & Services Bull NYSECompletion Activities, Delaware Sub-basin, Energy Services, Oil & Gas Services, Permian Basin, Water infrastructure, Water Recycling
Mar 31, 2025Fund LettersCarillon Eagle Small Cap Growth FundITCI Intra-Cellular Therapies Health CarePharmaceuticals Bull NASDAQacquisition, Biotech, Bipolar Disorder, CNS, Depression, Neuroscience, Patent Settlement, pharmaceuticals
Mar 31, 2025Fund LettersHarding Loevner Global Small Companies7747.T Asahi Intecc Health CareHealth Care Equipment & Supplies Bull Tokyo Stock Exchangecardiovascular, China, FDA approval, Guidewire, Japan, Medical devices, Minimally Invasive
Mar 31, 2025Fund LettersHarding Loevner Global Small Companies6952.T Stanley Electric Consumer DiscretionaryAuto Components Bull Tokyo Stock Exchangeactivist investor, Automotive Lighting, capital allocation, Corporate Governance, Honda Affiliate, Japan, shareholder returns
Mar 31, 2025Fund LettersHarding Loevner Global Small CompaniesFPE3.DE Fuchs Petrolub MaterialsSpecialty Chemicals Bull XETRAautomotive, Germany, global footprint, Independent Producer, Industrial, specialty chemicals, Specialty Lubricants
Mar 31, 2025Fund LettersHarding Loevner Global Small CompaniesNEM.DE Nemetschek Information TechnologyApplication Software Bull XETRA3D design software, BIM, Construction Technology, Germany, growth, SaaS, urbanization
Mar 31, 2025Fund LettersHarding Loevner Global Small CompaniesG24.DE Scout24 Communication ServicesInteractive Media & Services Bull XETRACounter-cyclical, Defensive growth, digital advertising, Germany, Monopolistic, Real Estate Portal, SaaS
Mar 31, 2025Fund LettersImpax US Sustainable Economy FundNOW ServiceNow Information TechnologySystems Software Bull NYSEAI integration, Enterprise software, ESG, Microsoft partnership, Productivity Enhancement, Systems Software, workflow automation
Mar 31, 2025Fund LettersImpax US Sustainable Economy FundGLOB Globant Information TechnologyIT Consulting & Other Services Bull NYSEdigital infrastructure, Digital transformation, It consulting, Latin America, Multi-Industry, Productivity Enhancement, software solutions
Mar 31, 2025Fund LettersImpax US Sustainable Economy FundEIX Edison International UtilitiesElectric Utilities Bull NYSECalifornia, Clean Energy Transition, Electric Utilities, ESG, Liability Management, renewable energy, Wildfire Risk
Mar 31, 2025Fund LettersImpax US Sustainable Economy FundAWK American Water Works UtilitiesWater Utilities Bull NYSEdefensive, ESG, essential services, infrastructure, Interest Rate Sensitive, Water Efficiency, Water Utilities
Mar 31, 2025Fund LettersImpax US Sustainable Economy FundPGR Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEAccess to Finance, Catastrophe Management, Direct Consumer, Property & Casualty Insurance, social impact, underwriting
Mar 31, 2025Fund LettersImpax US Sustainable Economy FundGILD Gilead Sciences Health CareBiotechnology Bull NASDAQbiotechnology, Chronic Disease, defensive, ESG, healthcare innovation, HIV, Pharmaceutical
Mar 31, 2025Fund LettersInvesco Discovery FundBBIO BridgeBio Pharma Inc Health CareBiotechnology Bull NASDAQbiotechnology, Commercial Launch, drug approval, Genetic Diseases, Heart Disease, Orphan drugs, rare diseases, Specialty pharma
Mar 31, 2025Fund LettersInvesco Discovery FundRKLB Rocket Lab USA Inc IndustrialsAerospace & Defense Bull NASDAQAerospace, Commercial Space, government contracts, Proven Execution, Rocket Manufacturing, Satellite Components, Small Satellite Launch, Space Technology
Mar 31, 2025Fund LettersInvesco Discovery FundWAY Waystar Health CareHealth Care Technology Bull NASDAQBilling Services, Claims Processing, Defensive growth, healthcare infrastructure, Healthcare IT, Healthcare Technology, Revenue Cycle Management, SaaS
Mar 31, 2025Fund LettersMatrix Large Cap Value StrategyTGT Target Corporation Consumer DiscretionaryGeneral Merchandise Stores Bull NYSE50-Year Dividend Growth, Consumer Discretionary, dividend aristocrat, Economic Slowdown, General Merchandise, retail, tariffs, Value

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