Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cash flow, cloud infrastructure, core holding, market share, monetization, Search, valuation discount, YouTube
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, Edge AI, GPUs, hyperscalers, inference, Networking, semiconductors, Software Ecosystem, supply chain
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundSCHW Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull NYSEadvisory services, Deposit Flows, diversified revenue, Interest rates, low-cost structure, Net New Assets, scale, wealth management
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundV Visa Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEconsumer spending, Cross-border Travel, Digitization, Electronic Payments, high-margin, Network Scale, Payments, Pricing power
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundUBER Uber Technologies, Inc. Communication ServicesInteractive Media & Services Bull NYSEdelivery, Free Cash Flow, grocery delivery, Local Commerce, mobility, monetization, network effects, operational efficiency, User growth
Mar 31, 2025Fund LettersPzena International Value ADR strategyGSK GSK plc Health CarePharmaceuticals Bull London Stock Exchangehealthcare, HIV treatment, pharmaceuticals, pipeline, Specialty Medicine, UK, undervalued, vaccines, Value
Mar 31, 2025Fund LettersBBH Select Series - Mid Cap FundKEYS Keysight Technologies Inc Information TechnologyElectronic Equipment, Instruments & Components Bull NYSE5G, 6G, Aerospace, AI, data center, Defense, Electric Vehicles, Measurement, R&D, recurring revenue, semiconductors, Test Equipment
Mar 31, 2025Fund LettersBBH Select Series - Mid Cap FundULS UL Solutions Inc IndustrialsProfessional Services Bull NYSECertification, defensive, Inspection, IPO, Pricing power, professional services, Regulatory, Safety Standards, Testing, Tic
Mar 31, 2025Fund LettersVoya Small Company FundMWA Mueller Water Products Inc IndustrialsIndustrial Machinery Bull NYSECyclical, Industrial Equipment, infrastructure, Municipal, utilities, Water infrastructure
Mar 31, 2025Fund LettersVoya Small Company FundPRA ProAssurance Corporation FinancialsProperty & Casualty Insurance Bull NYSEacquisition target, Healthcare Insurance, Insurance, Professional Liability, specialty insurance, Value
Mar 31, 2025Fund LettersVoya Small Company FundHIMS Hims & Hers Health Inc Health CareHealth Care Technology Bull NYSEConsumer healthcare, digital health, growth, Healthcare Technology, SaaS, telehealth
Mar 31, 2025Fund LettersForager Australian Shares FundCAT Catapult Group International Ltd Information TechnologyTechnology Hardware, Storage & Peripherals Bull ASXanalytics, Global, growth, Professional sports, recurring revenue, SaaS, Sports Technology, Wearables
Mar 31, 2025Fund LettersForager Australian Shares FundNAN Nanosonics Ltd Health CareHealth Care Equipment & Supplies Bull ASXAustralia, growth, Healthcare Equipment, Infection Prevention, Medical devices, Razor-And-Blade, recurring revenue, US Market Share
Mar 31, 2025Fund LettersForager Australian Shares FundNUTX Nutex Health Inc Health CareHealth Care Facilities Bull NASDAQarbitration, Emergency Care, growth, healthcare, Insurance Reimbursement, Micro-hospitals, turnaround, US
Mar 31, 2025Fund LettersForager International Shares FundNUTX Nutex Health Inc Health CareHealth Care Facilities Bull NASDAQarbitration, Emergency Care, healthcare, Micro-hospitals, No Surprises Act, Reimbursement, turnaround, US
Mar 31, 2025Fund LettersMacquarie Large Cap Growth FundIDXX IDEXX Laboratories Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQAging Pets, Animal Health, Companion Pets, Consumables, Installed base, Pandemic Normalization, Razor Razorblade Model, Veterinary diagnostics
Mar 31, 2025Fund LettersMacquarie Large Cap Growth FundEA Electronic Arts Inc. Communication ServicesInteractive Media & Services Bear NASDAQDigital Transition, exit, Franchises, Mobile Gaming, monetization, Quality Decline, Sports Gaming, Video Game Developer
Mar 31, 2025Fund LettersMacquarie Large Cap Growth FundV Visa Inc. FinancialsFinancial Services Bull NYSECash-to-Card, Durable, financial technology, growth, International, Payments, Profitable, Value Add Services
Mar 31, 2025Fund LettersMacquarie Large Cap Growth FundICE Intercontinental Exchange Inc. FinancialsCapital Markets Bull NYSEData Provider, Diversified, Energy Futures, ETF, Financial Exchange, fixed income, Monopoly, Mortgage Technology, NYSE
Mar 31, 2025Fund LettersKovitz Core EquityMSFT Microsoft Corporation SoftwareSystems Software Bull NASDAQAI, capital expenditure, cloud infrastructure, datacenters, Enterprise software, productivity software, ROIC

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