Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersWhite Brook CapitalDNUT Krispy Kreme, Inc Consumer StaplesPackaged Foods & Meats Bull NASDAQcapital-efficient, CPG Transformation, Distribution Expansion, McDonald's Partnership, Outsourced Service, Premium Donuts, Retail Partnerships, Underearning
Sep 30, 2024Fund LettersWhite Brook CapitalOKTA Okta, Inc Information TechnologySystems Software Bull NASDAQaccess management, identity management, Market Impatience, Nascent Growth, SMB Employment, Software, technology
Sep 30, 2024Fund LettersWhite Brook CapitalW Wayfair, Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQConsumer Discretionary, e-commerce, Free Cash Flow, Furniture Retail, Housing recovery, Tariff risk, US consumer
Sep 30, 2024Fund LettersMadison Small Cap FundWK Workiva Inc Software & ServicesApplication Software Bull NYSEcloud-based, Compliance software, Consulting Partnerships, Fortune 500, Regulatory Reporting, SaaS, SEC Filing, sticky revenue, Value
Sep 30, 2024Fund LettersMadison Mid Cap FundABG Asbury Automotive Group Inc Consumer DiscretionaryAutomotive Retail Bull NYSEAftermarket revenue, Auto Dealerships, Automotive Retail, defensive business model, industry consolidation, Parts and Service, Scale Advantages
Sep 30, 2024Fund LettersMadison Mid Cap FundLAD Lithia Motors Inc Consumer DiscretionaryAutomotive Retail Bull NYSEAftermarket revenue, Auto Dealerships, Automotive Retail, defensive business model, industry consolidation, Parts and Service, Scale Advantages
Sep 30, 2024Fund LettersMadison Mid Cap FundGGG Graco Inc IndustrialsIndustrial Machinery Bull NYSEAftermarket Parts, Cyclical End Markets, Fluid Handling Equipment, high margins, industrial machinery, premium products, Pricing power
Sep 30, 2024Fund LettersBaron Emerging Markets Fund131390.KS ISC Co., Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull Korea ExchangeAI, Elastomer, high-performance computing, Korea, market share, Semiconductor Testing, Technology Transition
Sep 30, 2024Fund LettersBaron Emerging Markets Fund207940.KS Samsung Biologics Co., Ltd. Health CareLife Sciences Tools & Services Bull Korea Exchangebiopharmaceuticals, Biosecure Act, capacity expansion, CDMO, Korea, manufacturing, supply chain
Sep 30, 2024Fund LettersBaron Emerging Markets Fund300750.SZ Contemporary Amperex Technology Co., Limited Information TechnologyElectrical Equipment Bull Shenzhen Stock ExchangeBatteries, China, Electric Vehicles, energy storage, manufacturing, Sustainability, technology leadership
Sep 30, 2024Fund LettersBaron Emerging Markets Fund8069.TW E Ink Holdings Inc Information TechnologyElectronic Equipment, Instruments & Components Bull Taiwan Stock ExchangeDigital Displays, Electronic shelf labels, energy efficiency, Epaper, patents, retail technology, Taiwan
Sep 30, 2024Fund LettersBaron Emerging Markets Fund3690.HK Meituan Consumer DiscretionaryInternet & Direct Marketing Retail Bull Hong Kong Stock Exchangeadvertising, China, food delivery, Local Services, market share, super app, User Reviews
Sep 30, 2024Fund LettersBaron Emerging Markets FundTRENT.NS Trent Limited Consumer DiscretionarySpecialty Retail Bull National Stock Exchange of Indiafashion, franchise, growth, India, operating leverage, Private-label, retail
Sep 30, 2024Fund LettersBaron Emerging Markets FundSWIGGY.NS Swiggy Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull National Stock Exchange of IndiaDemographics, food delivery, India, market share, Middle Class, Mobile Technology
Sep 30, 2024Fund LettersBaron Emerging Markets Fund9988.HK Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull Hong Kong Stock ExchangeChina, Cloud computing, digital media, e-commerce, Logistics, retail, Stimulus
Sep 30, 2024Fund LettersAoris International FundDPLM.L Diploma PLC IndustrialsTrading Companies & Distributors Bull London Stock ExchangeBolt-on Acquisitions, customization, data centers, Industrial automation, Mission-Critical Products, robotics, Specialty Distribution, Technical Support, UK, value-added services
Sep 30, 2024Fund LettersAoris International FundFAST Fastenal IndustrialsTrading Companies & Distributors Bull NASDAQB2B Services, Employee Retention, Industrial distribution, inventory management, Labor Savings, Midwest, supply chain management, Value-Added Distribution, Vending Solutions
Sep 30, 2024Fund LettersDeep Sail Capital PartnersCLBT Cellebrite Software & ServicesApplication Software Bull NASDAQAI Analytics, Cloud Evidence Management, cross-selling, digital forensics, government clients, High retention, Law Enforcement Software, SaaS, SPAC, vertical market software
Sep 30, 2024Fund LettersAlluvial Capital ManagementBAHN.ST Bahnhof AB Communication ServicesInternet Services & Infrastructure Bull Stockholm Stock Exchangeasset-light, capital efficiency, High Growth, Internet Service Provider, negative working capital, Nordic Expansion, recurring revenue, Sweden
Sep 30, 2024Fund LettersAlluvial Capital ManagementZEG.L Zegona Communications plc Communication ServicesIntegrated Telecommunication Services Bull London Stock ExchangeCost Reduction, Fiber networks, infrastructure, leveraged buyout, margin expansion, Operational Improvement, Spain, telecommunications, turnaround

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