Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersAristotle International Equity Fund3064.T MonotaRO Co., Ltd. IndustrialsTrading Companies & Distributors Bull Tokyo Stock ExchangeB2B e-commerce, Data Analytics, Digital transformation, enterprise customers, Japanese market, market share gains, MRO Distribution, Private-label
Sep 30, 2024Fund LettersAristotle International Equity FundDGE.L Diageo plc Consumer StaplesDistillers & Vintners Bull London Stock Exchangebrand portfolio, Dividend Growth, Emerging markets, Global distribution, premium spirits, premiumization, Scotch Whiskey, tequila
Sep 30, 2024Fund LettersAristotle International Equity Fund9681.T KDDI Corporation Communication ServicesWireless Telecommunication Services Neutral Tokyo Stock ExchangeARPU growth, capital allocation, Japanese Telecom, Market Saturation, Rational Oligopoly, retail banking, Smartphone Penetration, Spectrum Ownership
Sep 30, 2024Fund LettersAristotle International Equity FundRTO.L Rentokil Initial IndustrialsCommercial Services & Supplies Bull London Stock Exchangecustomer retention, Hygiene Services, M&A Integration, market consolidation, operational synergies, pest control, technology, Terminix
Sep 30, 2024Fund LettersAristotle International Equity FundBN.TO Brookfield Corporation FinancialsAsset Management & Custody Banks Bull Toronto Stock ExchangeAlternative Asset Manager, capital allocation, energy transition, infrastructure, Private markets, Real Estate, renewable energy, Share Buybacks
Sep 30, 2024Fund LettersAristotle Value Equity FundAIG American International Group, Inc. FinancialsMulti-line Insurance Bull NYSEcapital allocation, General Insurance, Global, High Net Worth, Insurance, Property & Casualty, Reinsurance, risk management, ROE, share repurchase, transformation, underwriting
Sep 30, 2024Fund LettersAristotle Value Equity FundVZ Verizon Communications Inc. Communication ServicesWireless Telecommunication Services Bull NYSE5G, acquisition, ARPU, broadband, cash flow, Fiber, infrastructure, market share, network, Spectrum, telecommunications, Wireless
Sep 30, 2024Fund LettersAristotle/Saul Global Equity Fund8439.T Tokyo Century Corporation FinancialsDiversified Financial Services Bull Tokyo Stock ExchangeAviation Leasing, data centers, Equipment financing, financial services, Global Partnerships, IT infrastructure, Japanese market, Leasing, supply constraints
Sep 30, 2024Fund LettersAristotle/Saul Global Equity FundRTO.L Rentokil Initial IndustrialsCommercial Services & Supplies Bull London Stock ExchangeBranch Network, customer retention, Hygiene Services, market consolidation, operational synergies, pest control, Technology Utilization, Terminix integration
Sep 30, 2024Fund LettersAristotle/Saul Global Equity FundMCHP Microchip Technology Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G infrastructure, analog chips, autonomous driving, Cyclical Recovery, data centers, Free Cash Flow, IoT, Microcontrollers, semiconductors
Sep 30, 2024Fund LettersAristotle/Saul Global Equity FundBN.TO Brookfield Corporation FinancialsAsset Management & Custody Banks Bull Toronto Stock ExchangeAlternative Asset Manager, capital raising, energy transition, infrastructure, Owner operator, Private markets, Renewable Power, Share Buybacks
Sep 30, 2024Fund LettersAristotle/Saul Global Equity Fund8058.T MonotaRO Consumer DiscretionaryInternet & Direct Marketing Retail Bull Tokyo Stock ExchangeB2B e-commerce, Customer Stickiness, Digital Marketplace, enterprise customers, Japanese market, MRO Supplies, value-added services
Sep 30, 2024Fund LettersBaron Discovery FundNARI Inari Medical, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQClinical Studies, DVT, Equity, International, Market expansion, Medical devices, PE, Thromboembolism, Vascular
Sep 30, 2024Fund LettersBaron Discovery FundTWFG TWFG, Inc. FinancialsInsurance Bull NASDAQCapital-light, Equity, founder-led, Independent Agents, Insurance Broker, M&A, P&C insurance, platform
Sep 30, 2024Fund LettersBaron Discovery FundTEM Tempus AI, Inc. Health CareLife Sciences Tools & Services Bull NASDAQAI, cancer diagnostics, Clinical trials, Data licensing, Equity, Genomics, pharmaceuticals, Precision-medicine
Sep 30, 2024Fund LettersBaron Discovery FundAXON Axon Enterprise, Inc. IndustrialsAerospace & Defense Bull NASDAQAI software, Body Cameras, Equity, international expansion, law enforcement, Public safety, SaaS, Tasers
Sep 30, 2024Fund LettersBaron Discovery FundCDNA CareDx, Inc. Health CareLife Sciences Tools & Services Bull NASDAQCMS, diagnostics, Equity, healthcare, Medical Testing, Regulatory, Reimbursement, Transplant
Sep 30, 2024Fund LettersDiamond Hill Large Cap StrategyBLDR Builders FirstSource Inc IndustrialsTrading Companies & Distributors Bull NASDAQAcquisitions, Building materials, Digital Solutions, Housing Construction, Lumber, market share, Prefabricated Products
Sep 30, 2024Fund LettersDiamond Hill Large Cap StrategyACN Accenture plc Information TechnologyIT Consulting & Other Services Bull NYSEConsulting, Differentiated Services, Digital transformation, IT services, Stable Margins, technology
Sep 30, 2024Fund LettersDiamond Hill Large Cap StrategyAON Aon plc FinancialsInsurance Brokers Bull NYSEFree Cash Flow, Insurance Broker, M&A Integration, professional services, Quality, Value

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