Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersBailard Small Cap Value StrategyITRI Itron Inc TechnologyElectronic Equipment, Instruments & Components Bull NASDAQEnergy Management, ESG, infrastructure, IoT, Resource Conservation, Smart meters, utilities, Water Management
Dec 31, 2024Fund LettersArnott CapitalAIR.PA Airbus SE IndustrialsAerospace & Defense Bull Euronext ParisAerospace, Aircraft Manufacturing, Commercial Aviation, duopoly, Europe, Industrials, market share, operating leverage, Production Ramp
Dec 31, 2024Fund LettersMatrix Dividend IncomePEP PepsiCo, Inc. Consumer StaplesSoft Drinks Bull NASDAQAdaptability, Below Market Valuation, Beverages, consumer staples, dividend yield, political uncertainty, Regulatory risk, Snacks, Volume Trends, Well-managed
Dec 31, 2024Fund LettersMatrix Dividend IncomeDG Dollar General Corporation Consumer DiscretionaryGeneral Merchandise Stores Bull NYSEBudget Conscious, convenience stores, defensive, discount retail, Earnings-recovery, Low-Income Consumers, Multi-Year Low, Rural Markets, turnaround, Value retail
Dec 31, 2024Fund LettersMatrix Dividend IncomeAMGN Amgen Inc. Health CareBiotechnology Bull NASDAQbiotechnology, Cancer Therapeutics, cardiovascular, dividend, drug approval, healthcare, Monthly Dosing, obesity treatment, pharmaceuticals, rare diseases
Dec 31, 2024Fund LettersMatrix Large Cap Value StrategyPEP PepsiCo, Inc. Consumer StaplesSoft Drinks Bull NASDAQAdaptable Management, Below Market Valuation, consumer staples, defensive, dividend yield, Political headwinds, Value
Dec 31, 2024Fund LettersMatrix Large Cap Value StrategyDG Dollar General Corporation Consumer DiscretionaryGeneral Merchandise Stores Bull NYSEdefensive, discount retail, Lower Income Consumers, Multi-year Lows, Rural Markets, turnaround, Value retail
Dec 31, 2024Fund LettersMatrix Large Cap Value StrategyAMGN Amgen Inc. Health CareBiotechnology Bull NASDAQbiotechnology, contrarian, FDA approval, healthcare, Monthly Dosing, obesity treatment, pharmaceuticals
Dec 31, 2024Fund LettersMeridian Contrarian FundTHC Tenet Healthcare Corp. Health CareHealth Care Providers & Services Bull NYSEHealthcare Policy, Healthcare services, Healthcare Transformation, Hospital Operations, Medical Services, Outpatient Surgery, Patient Growth, Surgery Centers
Dec 31, 2024Fund LettersMeridian Contrarian FundCSTM Constellium SE MaterialsMetals & Mining Bull NYSEAerospace, Aluminum Manufacturing, automotive, Cyclical Recovery, Light-weighting, materials, Specialty-Metals, stock buybacks
Dec 31, 2024Fund LettersMeridian Contrarian FundLEGN Legend Biotech Corp. Health CareBiotechnology Bull NASDAQbiotechnology, cancer treatment, CAR-T Therapy, cell therapy, Chinese Biotech, drug development, Johnson & Johnson Partnership, Oncology
Dec 31, 2024Fund LettersMeridian Contrarian FundPL Planet Labs PBC TechnologySoftware Bull NYSEData Analytics, defense sector, Earth Imagery, Geospatial Data, government contracts, SaaS, satellite technology, Space Technology
Dec 31, 2024Fund LettersMeridian Contrarian FundMIR Mirion Technologies, Inc. TechnologyElectronic Equipment, Instruments & Components Bull NYSEAI data centers, clean energy, medical technology, Nuclear Power, Radiation Detection, recurring revenue, secular trends, technology
Dec 31, 2024Fund LettersMeridian Contrarian FundHNST The Honest Company, Inc. Consumer StaplesPersonal Products Bull NASDAQBaby Care, Beauty, Brand Equity, Consumer products, EBITDA Profitability, margin expansion, Natural Products, Skincare, turnaround
Dec 31, 2024Fund LettersMeridian Growth FundCARG CarGurus, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAuction Business, automotive marketplace, Bull, Dealer Network, digital platform, e-commerce, Operational Leverage
Dec 31, 2024Fund LettersMeridian Growth FundRELY Remitly Global, Inc. Information TechnologyIT Services Bull NASDAQBull, Cross-border Remittance, Digital Disruption, digital payments, Emerging markets, Fintech, market share gains
Dec 31, 2024Fund LettersMeridian Growth FundDOCS Doximity, Inc. Communication ServicesInteractive Media & Services Bull NYSEBull, digital healthcare, Medical Professionals, network effects, Pharmaceutical Advertising, SaaS platform, telemedicine
Dec 31, 2024Fund LettersMeridian Growth FundSTE STERIS plc Health CareHealth Care Equipment Bull NYSEdefensive, Healthcare services, Litigation Overhang, medical equipment, Mission-Critical, Neutral, Sterilization
Dec 31, 2024Fund LettersMeridian Growth FundST Sensata Technologies Holding plc Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEAerospace, automotive technology, autonomous driving, Electrification, Electronic Components, Industrial, Sensors, Value
Dec 31, 2024Fund LettersMeridian Growth FundTMDX TransMedics Group, Inc. Health CareHealth Care Equipment Bear NASDAQBear, growth deceleration, Healthcare Equipment, Market Share Loss, medical technology, Organ Transplantation, Position Reduction

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