Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersBaron Opportunity FundTSLA Tesla, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAI, autonomous driving, Electric Vehicles, energy storage, growth, innovation, robotics, Software
Dec 31, 2024Fund LettersAristotle Core Equity FundCRWD CrowdStrike Holdings Information TechnologySystems Software Bull NASDAQAI threats, cloud-native, cybersecurity, Early-Mover, endpoint protection, platform, SaaS, TAM Growth
Dec 31, 2024Fund LettersAristotle Core Equity FundGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket services, Aircraft engines, capital return, Defense, duopoly, High Barriers, restructuring
Dec 31, 2024Fund LettersAristotle International Equity FundDSM.AS DSM-Firmenich AG MaterialsSpecialty Chemicals Bull Euronext AmsterdamBeauty, bioscience, innovation, Merger Integration, Netherlands, Nutrition, Perfumery, portfolio optimization, specialty chemicals, Switzerland
Dec 31, 2024Fund LettersAristotle International Equity FundAHT.L Ashtead Group plc IndustrialsTrading Companies & Distributors Bull London Stock Exchangecapital allocation, construction, Equipment Rental, HVAC, industry consolidation, market share gains, Scaffolding, Share Buybacks, UK, US Markets
Dec 31, 2024Fund LettersAristotle International Equity Fund6758.T Sony Group Corporation Communication ServicesInteractive Media & Services Bull Tokyo Stock ExchangeAnime, autonomous driving, entertainment, Gaming, Image-sensors, Japan, network effects, PlayStation, semiconductors, Smartphone Technology
Dec 31, 2024Fund LettersAristotle International Equity FundCCO.TO Cameco Corporation EnergyUranium Bull Toronto Stock ExchangeAI infrastructure, Canada, clean energy, Commodity Producer, Kazakhstan, long-term contracts, Mining, nuclear energy, uranium
Dec 31, 2024Fund LettersAristotle Value Equity FundMCHP Microchip Technology Information TechnologySemiconductors Bull NASDAQ5G, autonomous driving, data centers, Inventory Correction, IoT, Microcontrollers, restructuring, semiconductors
Dec 31, 2024Fund LettersAristotle Value Equity FundLEN Lennar Consumer DiscretionaryHomebuilding Bull NYSEasset-light, homebuilding, Housing shortage, Land Options, mortgage rates, Real Estate, Volume Strategy
Dec 31, 2024Fund LettersAristotle Value Equity FundAMP Ameriprise Financial FinancialsAsset Management & Custody Banks Bull NYSEasset management, AUM growth, capital return, Fee Based, Financial Advisors, financial services, wealth management
Dec 31, 2024Fund LettersAristotle Value Equity FundCOF Capital One Financial FinancialsConsumer Finance Bull NYSEacquisition, banking, credit cards, digital payments, financial services, Payment Network, Regulatory
Dec 31, 2024Fund LettersAristotle/Saul Global Equity FundDSFIR.SW DSM-Firmenich AG MaterialsSpecialty Chemicals Bull SIX Swiss ExchangeBeauty, divestiture, Health, innovation, market share, Merger Integration, Nutrition, Perfumery, portfolio optimization, specialty chemicals, synergies
Dec 31, 2024Fund LettersAristotle/Saul Global Equity FundMCHP Microchip Technology Incorporated Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G infrastructure, autonomous driving, cost savings, Cyclical, data centers, Inventory Correction, IoT, Microcontrollers, restructuring, semiconductors, turnaround
Dec 31, 2024Fund LettersAristotle/Saul Global Equity FundSONY Sony Group Corporation Communication ServicesEntertainment Bull NYSEAnime, autonomous driving, entertainment, Gaming, Image-sensors, network effects, PlayStation, Smartphone, spinoff, Streaming, technology
Dec 31, 2024Fund LettersAristotle/Saul Global Equity FundNCLH Norwegian Cruise Line Holdings Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQcost optimization, cruise line, debt reduction, Fleet Modernization, Free Cash Flow, Leisure, Post-Pandemic Recovery, Pricing power, Travel
Dec 31, 2024Fund LettersSmoak Capital ManagementQEPC QEP Co., Inc. IndustrialsIndustrial Machinery Bull OTCQXcapital allocation, Customer concentration, divestiture, dividend, Flooring, Home Depot, M&A Target, Management Change, margin expansion, Tools, turnaround, Value
Dec 31, 2024Fund LettersSmoak Capital ManagementFILA.MI F.I.L.A. S.p.a. Consumer DiscretionaryLeisure Products Bull Borsa Italianaart supplies, brand portfolio, debt reduction, dividend, EBITDA multiple, India, Italy, market leader, spin-off, stationery, Sum-of-parts, undervalued, Value
Dec 31, 2024Fund LettersThe Sound Shore FundBA The Boeing Company IndustrialsAerospace & Defense Neutral NYSEAerospace, Aircraft Deliveries, Commercial Aviation, Cyclical, Free Cash Flow, manufacturing, operational challenges, risk management
Dec 31, 2024Fund LettersThe Sound Shore FundTEVA Teva Pharmaceutical Industries Ltd. Health CarePharmaceuticals Bull NYSEBranded Drugs, Clinical trials, Free Cash Flow, Generic Drugs, margin expansion, pharmaceuticals, pipeline development, turnaround, Value
Dec 31, 2024Fund LettersThe Sound Shore FundFLEX Flex Ltd. Information TechnologyElectronic Manufacturing Services Bull NASDAQautomotive, contract manufacturing, Electronics Manufacturing Services, Industrial, margin expansion, Medical devices, Operational Turnaround, transformation, Value

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