Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersOakmark Global FundBAYRY Bayer MaterialsDiversified Chemicals Bull OTCagriculture, CEO transition, Chemicals, Germany, litigation, pharmaceuticals, restructuring, turnaround
Dec 31, 2024Fund LettersOakmark Global FundCOF Capital One Financial FinancialsConsumer Finance Bull NYSEbanking, consumer finance, credit cards, Deregulation, financials, merger, Reserve Release
Dec 31, 2024Fund LettersOakmark Select FundKDP Keurig Dr Pepper Food, Beverage & TobaccoSoft Drinks Bull NASDAQBeverage Company, Flavored Soft Drinks, Household Penetration, Installed base, market share gains, Single-serve Coffee, valuation discount
Dec 31, 2024Fund LettersOakmark Select FundEFX Equifax Commercial & Professional ServicesResearch & Consulting Services Bull NYSECredit Bureau, Cyclical Recovery, Data Assets, Mortgage Cycle, network effects, Triopoly, Workforce Solutions
Dec 31, 2024Fund LettersOakmark Select FundABNB Airbnb Consumer ServicesHotels, Restaurants & Leisure Bull NASDAQAlternative Accommodations, Global Travel, growth investments, network effects, online marketplace, Paid Placement, Two-sided Platform
Dec 31, 2024Fund LettersOakmark Select FundIQV IQVIA Holdings Pharmaceuticals, Biotechnology & Life SciencesLife Sciences Tools & Services Bull NYSEattractive valuation, Clinical research, cyclical headwinds, life sciences, Mid-teens Multiple, R&D Solutions, Technology Analytics
Dec 31, 2024Fund LettersOakmark Select FundPAYC Paycom Software Software & ServicesApplication Software Bull NASDAQCloud software, double-digit growth, high margins, Human Resources, market share gains, Payroll, SaaS
Dec 31, 2024Fund LettersCooper Investors Global Equities Fund (Unhedged)RYAN Ryan Specialty Holdings Inc FinancialsInsurance Bull NYSEComplex Risks, Delegated Authority, Excess & Surplus, Free Cash Flow, M&A strategy, margin expansion, Specialized Expertise, Wholesale Insurance
Dec 31, 2024Fund LettersCooper Investors Global Equities Fund (Unhedged)AHT Ashtead Group plc IndustrialsTrading Companies & Distributors Bull LSEConstruction Markets, Cyclical Weakness, Equipment Rental, Long-term Investor, organic growth, valuation opportunity
Dec 31, 2024Fund LettersCooper Investors Global Equities Fund (Unhedged)ERF Eurofins Scientific SE Health CareLife Sciences Tools & Services Neutral EPABio-analytical Testing, execution risk, investor trust, organic growth, Pharmaceutical Customer, strategic plan
Dec 31, 2024Fund LettersCooper Investors Global Equities Fund (Unhedged)FWONK Liberty Media Corporation - Formula One Communication ServicesEntertainment Bull NASDAQfan engagement, Formula One, Media rights, monetization, MotoGP, spin-off, Sports Content, Tracking stock
Dec 31, 2024Fund LettersCooper Investors Global Equities Fund (Unhedged)BKNG Booking Holdings Inc Consumer DiscretionaryInternet & Direct Marketing Retail Neutral NASDAQCapital Redeployment, Cost efficiency, EPS growth, Online Travel, Revenue Growth, Travel Platform, Value Latency
Dec 31, 2024Fund LettersAlger Mid Cap Focus FundHEI HEICO Corporation IndustrialsAerospace & Defense Bull NYSEAerospace Aftermarket, Aircraft Parts, Commercial Aviation, defense electronics, FAA Approved, Fleet Aging, Maintenance
Dec 31, 2024Fund LettersAlger Mid Cap Focus FundCEG Constellation Energy Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQBaseload Power, clean energy, data centers, electricity generation, Electrification, Nuclear Power, utilities
Dec 31, 2024Fund LettersAlger Mid Cap Focus FundMPWR Monolithic Power Systems, Inc. Information TechnologySemiconductors Bull NASDAQAI chips, Analog Design, Enterprise Data, fabless, Nvidia Supplier, Power management, semiconductors
Dec 31, 2024Fund LettersAlger Mid Cap Focus FundAXON Axon Enterprise Inc. IndustrialsAerospace & Defense Bull NASDAQArtificial Intelligence, Body Cameras, Cloud software, government contracts, law enforcement, Public safety, TASER
Dec 31, 2024Fund LettersAlger Mid Cap Focus FundAPP AppLovin Corp. Communication ServicesInteractive Media & Services Bull NASDAQadtech, Artificial Intelligence, Data Analytics, digital advertising, Mobile Gaming, network effects, Platform business
Dec 31, 2024Fund LettersAlger Mid Cap Focus FundPLTR Palantir Technologies Inc. Information TechnologyApplication Software Bull NYSEArtificial Intelligence, business intelligence, Data Analytics, defense technology, generative AI, government contracts, SaaS
Dec 31, 2024Fund LettersAlger Small Cap Focus FundCDNA CareDx, Inc. Health CareLife Sciences Tools & Services Bull NASDAQGo-to-market, High-value Diagnostics, Organ Rejection, Post-transplant Surveillance, Revenue Cycle Management, Specialty Laboratory, Transplant Diagnostics
Dec 31, 2024Fund LettersAlger Small Cap Focus FundWING Wingstop, Inc. Consumer DiscretionaryRestaurants Bull NASDAQChicken Wings, Consumer Discretionary, Franchised Model, Restaurant franchise, same-store sales, Unit economics, Unit growth

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: