Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersAlger Small Cap Focus FundNTRA Natera, Inc. Health CareLife Sciences Tools & Services Bull NASDAQCell-free DNA, Genetic Testing, liquid biopsy, Minimal residual disease, NIPT, Oncology, Reproductive Health, Transplant Monitoring
Dec 31, 2024Fund LettersAlger Small Cap Focus FundALAB Astera Labs, Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, Cloud computing, connectivity solutions, custom silicon, data centers, Gpu, high-performance computing, semiconductors
Dec 31, 2024Fund LettersAlger Small Cap Focus FundXMTR Xometry, Inc. Information TechnologyInternet Services & Infrastructure Bull NASDAQAI-enabled, EBITDA Break-even, machine learning, manufacturing, marketplace, network effects, on-demand services, Two-sided Platform
Dec 31, 2024Fund LettersAlger Weatherbie Specialized Growth FundTNDM Tandem Diabetes Care, Inc. Health CareHealth Care Equipment Bull NASDAQCGM compatibility, diabetes care, Insulin delivery, Insulin pumps, Margin accretive, Mobi pump, Remote software updates, Renewal rates
Dec 31, 2024Fund LettersAlger Weatherbie Specialized Growth FundMEG Montrose Environmental Group Inc IndustrialsEnvironmental & Facilities Services Bull NYSEAssessment, Chevron deference, environmental compliance, environmental services, Measurement analysis, Permitting, Regulatory authority, Remediation
Dec 31, 2024Fund LettersAlger Weatherbie Specialized Growth FundNEOG Neogen Corp Health CareLife Sciences Tools & Services Neutral NASDAQ3M acquisition, Animal Health, Animal safety, Diagnostic test kits, Food Safety, Foreign currency, Global food volumes, Veterinary instruments
Dec 31, 2024Fund LettersAlger Weatherbie Specialized Growth FundSMTC Semtech Corporation Information TechnologySemiconductors Bull NASDAQAnalog Semiconductors, data centers, energy efficiency, IoT, Low-power solutions, mixed-signal, Signal integrity, Wireless sensing
Dec 31, 2024Fund LettersAlger Weatherbie Specialized Growth FundNTRA Natera, Inc. Health CareLife Sciences Tools & Services Bull NASDAQCell-free DNA, Genetic Testing, liquid biopsy, margin expansion, Minimal residual disease, NIPT, Oncology diagnostics, Precision-medicine
Dec 31, 2024Fund LettersAlger Weatherbie Specialized Growth FundUPST Upstart Holdings, Inc. FinancialsConsumer Finance Bull NASDAQAI-powered lending, Asset-backed securities, Credit assessment, EBITDA recovery, Fintech, machine learning, Origination volumes, Underwriting models
Dec 31, 2024Fund LettersCarillon Eagle Mid Cap Growth FundMRVL Marvell Technology Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, cloud infrastructure, data centers, design wins, hyperscale, semiconductors, technology
Dec 31, 2024Fund LettersCarillon Eagle Mid Cap Growth FundAXON Axon Enterprise Inc IndustrialsAerospace & Defense Bull NASDAQArtificial Intelligence, Body Cameras, defense technology, Drones, Evidence Management, Law Enforcement Technology, TASER
Dec 31, 2024Fund LettersCarillon Eagle Mid Cap Growth FundAPP AppLovin Corporation Communication ServicesInteractive Media & Services Bull NASDAQAnalytics Platform, digital advertising, e-commerce, growth, Mobile App Development, SaaS, user acquisition
Dec 31, 2024Fund LettersBaron Discovery FundBC.MI Brunello Cucinelli S.p.A. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull Borsa ItalianaAbsolute Luxury, brand heritage, China expansion, Luxury goods, margin expansion, Pricing power, Recession proof
Dec 31, 2024Fund LettersBaron Discovery FundIRT Independence Realty Trust, Inc. Real EstateResidential REITs Bull NYSEaffordable housing, Development Projects, Multifamily REIT, supply constraints, valuation discount, Value-Add, Workforce Housing
Dec 31, 2024Fund LettersBaron Discovery FundTTAN ServiceTitan, Inc. Information TechnologyApplication Software Bull NASDAQField Service Management, margin expansion, market leader, network effects, Non-Discretionary, SaaS platform, Trades Software
Dec 31, 2024Fund LettersBaron Discovery FundMAC The Macerich Company Real EstateRetail REITs Bull NYSECEO transition, Class A properties, Mall Real Estate, REIT, Supply-Demand Imbalance, turnaround, valuation discount
Dec 31, 2024Fund LettersBaron Discovery FundPAR PAR Technology Corporation Information TechnologyApplication Software Bull NYSEAcquisitions, EBITDA Profitability, Enterprise software, platform, Point of Sale, Restaurant technology, SaaS
Dec 31, 2024Fund LettersBaron Discovery FundCHT Chart Industries, Inc. EnergyOil & Gas Equipment & Services Bull NASDAQcarbon capture, EBITDA margins, energy transition, Hydrogen, Industrial Equipment, LNG, manufacturing, turnaround
Dec 31, 2024Fund LettersMadison Small Cap FundMEDP Medpace Holdings Inc Health CareLife Sciences Tools & Services Bull NASDAQbiopharma, Biotech, Clinical trials, contract research, Cro, Free Cash Flow, life sciences, market share gains
Dec 31, 2024Fund LettersMadison Small Cap FundVFC VF Corporation Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEApparel, brand portfolio, debt reduction, International Growth, North Face, Portfolio Rationalization, turnaround, Vans

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