Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersMeridian Hedged Equity FundVST Vistra Corp. UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEAI, data centers, Energy Harbor, natural gas, Nuclear, Power generation, Retail Electricity, utilities
Dec 31, 2024Fund LettersMeridian Hedged Equity FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, Automation, AWS, Cloud computing, digital commerce, e-commerce, Logistics
Dec 31, 2024Fund LettersMeridian Hedged Equity FundV Visa, Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEdigital payments, Electronic Commerce, Emerging markets, Fintech, network effects, Payments, Transaction Processing
Dec 31, 2024Fund LettersMeridian Hedged Equity FundCOTY Coty, Inc. Consumer StaplesPersonal Products Bull NYSEBeauty, Brand Development, China, Consumer products, Cosmetics, Prestige Brands, retail
Dec 31, 2024Fund LettersMeridian Hedged Equity FundDHR Danaher Corp. Health CareHealth Care Equipment Bull NYSEBioprocessing, diagnostics, Free Cash Flow, Healthcare Equipment, life sciences, M&A, Medical Research
Dec 31, 2024Fund LettersMeridian Hedged Equity FundAMT American Tower Corp. Real EstateSpecialized REITs Bull NYSE5G, Cell Towers, Data Consumption, Emerging markets, REITs, telecommunications, Wireless Infrastructure
Dec 31, 2024Fund LettersMeridian Small Cap Growth FundANGI Angi, Inc. Communication ServicesInteractive Media & Services Bull NASDAQdigital platform, EBITDA margins, Home Services, Lead Generation, network effects, online marketplace, Service Professionals
Dec 31, 2024Fund LettersMeridian Small Cap Growth FundSRI Stoneridge, Inc. Consumer DiscretionaryAuto Components Bear NYSEAuto Components, Automotive Supplier, balance sheet, commercial vehicles, Electronic Safety Systems, execution risk, product launch
Dec 31, 2024Fund LettersMeridian Small Cap Growth FundTMDX TransMedics Group, Inc. Health CareHealth Care Equipment & Supplies Bear NASDAQgrowth deceleration, Healthcare Equipment, market share, Medical devices, medical technology, Organ Transplantation
Dec 31, 2024Fund LettersMeridian Small Cap Growth FundBYRN Byrna Technologies, Inc. IndustrialsAerospace & Defense Bull NASDAQAmazon, Consumer products, direct-to-consumer, e-commerce, law enforcement, Non-lethal Defense, Self-defense
Dec 31, 2024Fund LettersMeridian Small Cap Growth FundTPB Turning Point Brands, Inc. Consumer StaplesTobacco Bull NYSEBranded Products, Consumer products, consumer staples, market share growth, Nicotine pouches, Tobacco Alternatives
Dec 31, 2024Fund LettersMeridian Small Cap Growth FundMRAD Mirion Technologies, Inc. TechnologyElectronic Equipment, Instruments & Components Bull NYSEAI data centers, energy infrastructure, medical technology, Nuclear Power, Radiation Detection, recurring revenue, technology
Dec 31, 2024Fund LettersInvesco Small Cap Value FundMSM MSC Industrial Direct Co., Inc. IndustrialsTrading Companies & Distributors Bull NYSECyclical, end markets, Industrial distribution, Maintenance Products, Metalworking, MRO, North America, Value
Dec 31, 2024Fund LettersInvesco Small Cap Value FundONTO Onto Innovation Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Defect Inspection, manufacturing, Metrology, Microelectronics, process control, semiconductor equipment, Value, Yield Enhancement
Dec 31, 2024Fund LettersInvesco Small Cap Value FundICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Clinical trials, contract research, Cro, drug development, Healthcare Outsourcing, oligopoly, Pharmaceutical Services, Value
Dec 31, 2024Fund LettersMarlton PartnersAPI.L abrdn Property Income Trust Limited Real EstateDiversified REITs Bull London Stock ExchangeAsset Sale, Cash distribution, Liquidation, Natural capital, NAV discount, REIT, Rump shares, UK
Dec 31, 2024Fund LettersMarlton PartnersJARA.L JPMorgan Global Core Real Assets Limited Real EstateDiversified REITs Bull London Stock Exchangearbitrage, Asset backed, investment trust, Liquidation, NAV discount, Real assets, UK, Wind down
Dec 31, 2024Fund LettersMarlton PartnersJGC.L Jupiter Green Investment Trust plc Capital MarketsAsset Management & Custody Banks Bull London Stock ExchangeActivist engagement, Catalyst realization, Corporate Governance, Green investing, investment trust, Liquidation, NAV discount, UK
Dec 31, 2024Fund LettersMarlton PartnersBOL.PA Bolloré SE Capital MarketsDiversified Capital Markets Bear Euronext Parisconglomerate, Corporate action, france, holding company, media, spin-off, Sum-of-parts discount, Value trap
Dec 31, 2024Fund LettersMarlton PartnersPRSR.L The PRS REIT plc Real EstateResidential REITs Bull London Stock ExchangeAsset backed, Catalyst-Driven, NAV discount, REIT, Residential, sale process, strategic review, UK

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