Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersMatrix Large Cap Value StrategyPEP PepsiCo Inc. Consumer StaplesSoft Drinks Bull NASDAQBeverages, consumer staples, defensive, Dividend Growth, Processed Foods, Snacks, Volatile Market, weight-loss drugs
Mar 31, 2025Fund LettersMatrix Large Cap Value StrategyGNRC Generac Holdings Inc. IndustrialsElectrical Equipment Bull NYSEbackup power, Commercial, energy storage, Industrial, infrastructure, Power generation, Residential, secular growth
Mar 31, 2025Fund LettersMinotaur Global Opportunities FundRHM.DE Rheinmetall IndustrialsAerospace & Defense Bull XETRAAerospace, Ammunition, backlog, cash flow, Defense, Europe, Government, manufacturing, Military, Rearmament
Mar 31, 2025Fund LettersMinotaur Global Opportunities FundIPX.AX IperionX MaterialsSpecialty Chemicals Bull ASXAerospace, Defense, manufacturing, materials, Reshoring, small-cap, tariffs, technology, Titanium, US
Mar 31, 2025Fund LettersOakmark Fund- International Small CapIOS.DE IONOS Group Information TechnologyIT Services Bull XETRAAI adoption, Cloud computing, Digital transformation, Equity, European markets, infrastructure investment, recurring revenue, Small Business Services, Web Hosting
Mar 31, 2025Fund LettersOakmark Fund- International Small CapGXI.DE Gerresheimer AG Health CareHealth Care Equipment & Supplies Bull XETRAbusiness model transformation, capacity expansion, Drug Delivery Systems, Equity, healthcare, Pharmaceutical Packaging, portfolio optimization, post-COVID recovery
Mar 31, 2025Fund LettersOakmark Fund- International Small CapZEGN.MI Ermenegildo Zegna Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Borsa Italianabrand portfolio, China exposure, Creative Director, Equity, fashion, Luxury goods, Menswear, turnaround, valuation discount
Mar 31, 2025Fund LettersRenaissance Investment Management - Large Cap GrowthABBV AbbVie Health CarePharmaceuticals Bull NYSEbiopharmaceuticals, drug pipeline, Free Cash Flow, Humira, Immunology, Oncology, patent expiration, Virology
Mar 31, 2025Fund LettersRenaissance Investment Management - Large Cap GrowthCPRT Copart IndustrialsCommercial Services & Supplies Bull NASDAQIndustrials, Logistics Infrastructure, market leader, network effects, Online Platforms, Salvage Auctions, Vehicle Complexity
Mar 31, 2025Fund LettersRS Large Cap Val StrategyZBRA Zebra Technologies Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAsset tracking, Automation, consumer spending, Cyclical, Distribution, efficiency, Hardware, healthcare, manufacturing, retail, Software, tariffs
Mar 31, 2025Fund LettersRS Large Cap Val StrategyABBV AbbVie Inc. Health CarePharmaceuticals Bull NYSEBiotech, defensive, high-margin, Immunology, licensing deal, Neuroscience, Obesity, Patent cliff, pharmaceuticals, pipeline
Mar 31, 2025Fund LettersBonhoeffer Capital ManagementMSBC Mission Bancorp FinancialsRegional Banks Bull OTCPKBanking Compounder, California, commercial real estate, community bank, credit quality, Efficiency Ratio, loan growth, management ownership, regional banking, SBA lending
Mar 31, 2025Fund LettersBonhoeffer Capital Management161560.KS Lotte Chilsung Beverage Co Ltd Consumer StaplesSoft Drinks Bull Korea Stock ExchangeAsset Play, Beverage, Compound Mispricing, Corporate Governance, Korea, preferred shares, Real Estate, Seoul, turnaround, Value-Up Plan
Mar 31, 2025Fund LettersBonhoeffer Capital ManagementTTVS.TO Terravest Industries Inc. IndustrialsIndustrial Machinery Bull Toronto Stock ExchangeCanada, Industrial Equipment, LBO, M&A, Metal Fabrication, Military contracts, Roll-up Strategy, serial acquirer, Storage Tanks, Transportation equipment
Mar 31, 2025Fund LettersJanus Henderson Forty FundDDOG Datadog Inc Information TechnologyApplication Software Bull NASDAQAI inferencing, Application Performance, cloud monitoring, Devops, Observability Platform, SaaS, Security Monitoring
Mar 31, 2025Fund LettersJanus Henderson Forty FundMRVL Marvell Technology Inc Information TechnologySemiconductors Bull NASDAQAI infrastructure, Artificial Intelligence, custom silicon, data center, Growth Reset, hyperscalers, semiconductors
Mar 31, 2025Fund LettersJanus Henderson Forty FundICE Intercontinental Exchange Inc FinancialsFinancial Exchanges & Data Bull NYSEClearing Houses, Energy Trading, Financial Exchanges, Fixed Income Data, Interest Rate Volatility, Mortgage Technology, natural gas
Mar 31, 2025Fund LettersJanus Henderson Forty FundHWM Howmet Aerospace Inc IndustrialsAerospace & Defense Bull NYSEAerospace, Aircraft Components, Boeing Supplier, Defense, manufacturing, market share gains, pandemic recovery
Mar 31, 2025Fund LettersThe Sound Shore FundGold Barrick Gold Corporation MaterialsGold Bull NYSECommodities, Copper, debt-free, dividends, Free Cash Flow, Gold, Mining, Operational Improvement, Share Buybacks, turnaround
Mar 31, 2025Fund LettersThe Sound Shore FundCHKP Check Point Software Technologies Ltd. Information TechnologySystems Software Bull NASDAQcybersecurity, earnings growth, Enterprise software, Free Cash Flow, Information Security, Share Buybacks, Software, technology

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