Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 13, 2023Fund LettersLVS Advisory - DefensiveAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesEntertainment Bull NASDAQAdvertising Tier, Content, monetization, Paid Sharing, Revenue Growth, Streaming, Subscription
Mar 31, 2023Fund LettersMadison Sustainable Equity FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc Health CareHealth Care Providers & Services Bull NYSEEPS growth, health insurance, Healthcare services, Integrated Model, Medicare, value-based care
Mar 31, 2023Fund LettersMadison Sustainable Equity FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc Health CareHealth Care Providers & Services Bull NYSEdouble-digit growth, Government, health insurance, Healthcare services, Medicare, Private Sector, value-based care
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced computing, Artificial Intelligence, Cloud computing, data centers, Digital transformation, Graphics Processing Units, semiconductors
Mar 31, 2023Fund LettersDiamond Hill Mid CapAAPL|MSFT|NFLX|NVDA|UNH Stifel Financial Corp FinancialsInvestment Banking & Brokerage Bull NYSEAdvisor Count, assets under management, Brokerage, diversified business model, financial services, investment banking, Low Lending Risk, secular growth, wealth management
Mar 31, 2023Fund LettersFMI International EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDefensive growth, Health Services, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Advantages
Mar 31, 2023Fund LettersFMI Large Cap EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEhealth insurance, Healthcare Technology, managed care, market leader, Medicare Advantage, Optum, Scale Advantages
Mar 31, 2023Fund LettersFMI Small Cap EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDefensive growth, health insurance, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Economics
Mar 31, 2023Fund LettersRiverPark Large GrowthAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Incorporated Health CareHealth Care Providers & Services Bull NYSEhealthcare, Healthcare Technology, Insurance, managed care, Medicaid, Medicare, Optum, Pharmacy Benefits
Mar 31, 2023Fund LettersRiverPark Long/Short Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Incorporated Health CareHealth Care Providers & Services Bull NYSEcapital returns, Defensive growth, healthcare, Healthcare Technology, Insurance, managed care, Pharmacy Benefits, vertical integration
Jan 15, 2024Fund LettersVision CapitalAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, Artificial Intelligence, CUDA, data center, GPUs, growth, semiconductors, technology
Dec 31, 2023Fund LettersMairs & Power - Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, brand loyalty, consumer electronics, Ecosystem, Gen Z, market share, Millennials, services, Smartphones
Dec 31, 2023Fund LettersClearBridge Investments Dividend StrategyAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQconsumer electronics, growth deceleration, high valuation, large-cap, Revenue Growth, technology hardware, Valuation risk
Dec 31, 2023Fund LettersClearBridge Investments Dividend StrategyAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Diversified Technology, Dividend Growth, large-cap, risk management, Software
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Co-Pilot, Enterprise software, generative AI, LLM, productivity software, SaaS
Dec 31, 2023Fund LettersPolen Capital - Focus GrowthAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesEntertainment Bull NASDAQadvertising, Content, digital media, entertainment, growth, SaaS, Streaming, Subscription, turnaround
Dec 31, 2023Fund LettersRiverPark Long/Short Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corp. Information TechnologySystems Software Bull NASDAQAzure, Cloud computing, enterprise, Free Cash Flow, operating leverage, Software, technology
-Fund LettersVulcan Value Partners - FocusAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, health insurance, Healthcare services, network effects, Optum Growth, Scale Advantages, vertical integration
Dec 31, 2023Fund LettersMar Vista Strategic Growth FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Digital transformation, Enterprise software, IaaS, PAAS, productivity software, SaaS, technology
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQAzure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, productivity software, SaaS

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