Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersDKAM Donville Kent Asset ManagementVHI.V VitalHub Corp. Information TechnologyHealth Care Technology Bull TSXVacquisition strategy, cash generation, compounder, cross-selling, Healthcare Technology, margin expansion, Software
Sep 30, 2024Fund LettersDKAM Donville Kent Asset ManagementGSY.TO goeasy Ltd. FinancialsConsumer Finance Bull TSXBranch Network, Canada, compounder, consumer finance, financial services, high ROE, subprime lending
Sep 30, 2024Fund LettersDKAM Donville Kent Asset ManagementMTY.TO MTY Food Group Inc. Consumer DiscretionaryRestaurants Bull TSXacquisition strategy, Canada, compounder, Food Courts, Food service, Franchising, High ROI, Roll-up Strategy
Sep 30, 2024Fund LettersDKAM Donville Kent Asset ManagementBYD.TO Boyd Group Services Inc. Consumer DiscretionaryAutomotive Retail Bull TSXAutomotive Services, cash generation, Collision Repair, compounder, high IRR, North America, Roll-up Strategy
Sep 30, 2024Fund LettersCove Street Capital Small Cap Value FundRDVT Red Violet Information TechnologyData Processing & Outsourced Services Bull NASDAQAML, Cloud-First, Collections, Data Analytics, enterprise, government contracts, Identity Data, KYC, Marketing Services
Sep 30, 2024Fund LettersCove Street Capital Small Cap Value FundCLMB Climb Global Solutions Information TechnologyTechnology Distributors Bull NASDAQAcquisitions, cybersecurity, data center, Emerging Software, growth, IT distribution, Software, technology
Sep 30, 2024Fund LettersCove Street Capital Small Cap Value FundOUT Outfront Media Communication ServicesAdvertising Bull NYSEBillboards, deleveraging, Digital Conversion, dividend yield, Outdoor Advertising, REIT, Transit Advertising, turnaround
Sep 30, 2024Fund LettersOakmark International FundRI.PA Pernod Ricard Consumer StaplesBeverages Bull Euronext ParisBrown Spirits, consumer staples, Emerging markets, france, market leader, Premium Beverages, premiumization, Spirits
Sep 30, 2024Fund LettersOakmark International FundDGE.L Diageo Consumer StaplesBeverages Bull London Stock ExchangeBeverages, consumer staples, Cyclical Recovery, Global distribution, market leader, premium brands, Spirits, UK
Sep 30, 2024Fund LettersOakmark International FundKER.PA Kering Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Euronext ParisBrand management, China exposure, Consumer Discretionary, Cyclical, france, Luxury goods, Value
Sep 30, 2024Fund LettersOakmark International FundBABA Alibaba Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Consumer Discretionary, e-commerce, retail, Stimulus, technology, turnaround
Sep 30, 2024Fund LettersOakmark FundMRK Merck & Co Inc Health CarePharmaceuticals Bull NYSEAnimal Health, cash flow, Keytruda, Oncology, patent expiration, pharmaceuticals, pipeline, vaccines
Sep 30, 2024Fund LettersOakmark FundGPC Genuine Parts Company Consumer DiscretionarySpecialty Retail Bull NYSEautomotive parts, defensive, Fragmented Market, Industrial distribution, NAPA, Replacement Parts, Scale Advantages, Value
Sep 30, 2024Fund LettersOakmark Global Select Fund005930.KS Samsung Electronics Pfd Information TechnologySemiconductors & Semiconductor Equipment Bull Korea Stock ExchangeAI chips, Cyclical, Equity, Memory, semiconductors, South Korea, technology
Sep 30, 2024Fund LettersOakmark Global Select FundBABA Alibaba Group Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Consumer Discretionary, e-commerce, Equity, Stimulus, technology, turnaround
Sep 30, 2024Fund LettersOakmark Global Fund9751.T TIS Inc Information TechnologyIT Services Bull Tokyo Stock Exchangecapital allocation, Digital transformation, Digitization, Engineering Talent, IT services, Japan, System Integration
Sep 30, 2024Fund LettersOakmark Global FundDGE.L Diageo Consumer StaplesDistillers & Vintners Bull London Stock ExchangeBeverages, defensive, Destocking, Global distribution, market leader, premium brands, Spirits, UK
Sep 30, 2024Fund LettersOakmark Global FundAKZA.AS Akzo Nobel MaterialsSpecialty Chemicals Bull Euronext AmsterdamCoatings, Industrial Efficiency, Margin recovery, Netherlands, Paints, Pricing power, specialty chemicals, Value
Sep 30, 2024Fund LettersOakmark Global FundKER.PA Kering Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Euronext ParisBrand management, China, Creative Director, Cyclical, france, Luxury goods, Store Traffic
Sep 30, 2024Fund LettersOakmark Global FundSJP.L St. James's Place FinancialsAsset Management & Custody Banks Bull London Stock Exchangeasset management, cost savings, Fee Reset, Regulatory, turnaround, UK, wealth management

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