Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersAlger Spectra FundAPP AppLovin Corp. Communication ServicesInteractive Media & Services Bull NASDAQadvertising technology, AI-powered, Data Analytics, Mobile Gaming, network effects, Revenue Growth, share repurchases
Dec 31, 2024Fund LettersBaron Asset FundSTTN ServiceTitan, Inc. Information TechnologyApplication Software Bull NASDAQCRM, ERP, Field Service Management, Fintech, growth, High retention, market leader, SaaS, Trades Industry, vertical software
Dec 31, 2024Fund LettersHotchkis & Wiley Large Cap Fundamental ValueOLN Olin Corp. MaterialsCommodity Chemicals Bull NYSEcapital allocation, Chlor Alkali, Commodity chemicals, Cyclical, diversification, Hurricane Impact, strong balance sheet
Dec 31, 2024Fund LettersHotchkis & Wiley Large Cap Fundamental ValueCVS CVS Health Corp. Health CareHealth Care Services Bull NYSEAnnual Repricing, Diversified Healthcare, health insurance, Integrated Model, Margin recovery, Pbm, Retail Pharmacy
Dec 31, 2024Fund LettersHotchkis & Wiley Large Cap Fundamental ValueELV Elevance Health Inc. Health CareManaged Health Care Bull NYSECommercial Insurance, health insurance, managed care, Medical Spending, Scale Advantages, undervalued
Dec 31, 2024Fund LettersHotchkis & Wiley Large Cap Fundamental ValueWFC Wells Fargo & Co. FinancialsDiversified Banks Bull NYSEAsset Cap, banking, Deposits, Deregulation, Franchise Value, geographic concentration, Roa, ROE
Dec 31, 2024Fund LettersHotchkis & Wiley Large Cap Fundamental ValueGM General Motors Co. Consumer DiscretionaryAutomobile Manufacturers Bull NYSEautomotive, capital allocation, Free Cash Flow, market leadership, share repurchase, undervalued, Value
Dec 31, 2024Fund LettersHotchkis & Wiley Large Cap Fundamental ValueFFIV F5 Inc. Information TechnologyCommunications Equipment Bull NASDAQApplication Security, data center, debt-free, margin expansion, Networking, SaaS, Subscription Software, technology
Dec 31, 2024Fund LettersHotchkis & Wiley Mid-Cap Value FundKOS Kosmos Energy Ltd EnergyOil & Gas Exploration & Production Bull NYSEDeepwater Drilling, LNG, natural gas, Offshore E&P, production growth, Specialized Expertise, undervalued
Dec 31, 2024Fund LettersHotchkis & Wiley Mid-Cap Value FundOLN Olin Corp MaterialsCommodity Chemicals Bull NYSEChemicals, Chlor Alkali, Commodity chemicals, Cyclical Recovery, diversification, shareholder returns, strong balance sheet
Dec 31, 2024Fund LettersHotchkis & Wiley Mid-Cap Value FundADNT Adient PLC Consumer DiscretionaryAuto Parts & Equipment Bull NYSEAuto parts, automotive, defensive business model, Global Manufacturing, Seating Systems, technology integration, Value
Dec 31, 2024Fund LettersHotchkis & Wiley Global Value FundGM General Motors Co Consumer DiscretionaryAutomobiles Bull NYSEAutomobiles, Electric Vehicles, Extremely Attractive Valuation, Free Cash Flow, market leadership, share repurchases, SUVs, trucks
Dec 31, 2024Fund LettersHotchkis & Wiley Global Value FundFFIV F5 Information TechnologyCommunications Equipment Bull NASDAQApplication Networking, data center, debt-free, Gross margin, operating leverage, Security Software, Subscription Software
Dec 31, 2024Fund LettersHotchkis & Wiley Global Value Fund005930.KS Samsung Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea Stock ExchangeAI, Cloud computing, consumer electronics, DRAM, market share, Memory, oligopoly, semiconductors, technology hardware
Dec 31, 2024Fund LettersHotchkis & Wiley Global Value FundCVS CVS Health Corp Health CareHealth Care Providers & Services Bull NYSEAetna, Annual Repricing, Diversified Healthcare, health insurance, Margin recovery, Pharmacy Benefits Manager, Retail Pharmacy
Dec 31, 2024Fund LettersHotchkis & Wiley Global Value FundELV Elevance Health Health CareHealth Care Providers & Services Bull NYSECommercial Insurer, growth, health insurance, Healthcare services, Margins, Medical Spending, undervalued
Dec 31, 2024Fund LettersBaron Opportunity FundCYBR CyberArk Software Ltd. Information TechnologySystems Software Bull NASDAQcybersecurity, Identity Security, margin expansion, market leader, Privileged Access Management, Ransomware Protection, Software
Dec 31, 2024Fund LettersBaron Opportunity FundLPLA LPL Financial Holdings Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQCapital-light, financial services, Independent Broker-Dealer, market share, secular growth, technology platform, wealth management
Dec 31, 2024Fund LettersBaron Opportunity FundANET Arista Networks, Inc. Information TechnologyCommunications Equipment Bull NYSEAI infrastructure, Cloud computing, data center, enterprise, Ethernet, growth, Networking, Software
Dec 31, 2024Fund LettersBaron Opportunity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, data center, GPUs, growth, Networking, semiconductors, Software, Systems

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