Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersThe London Company Small CapACIW ACI Worldwide, Inc. Information TechnologySystems Software Bull NASDAQcash generation, deleveraging, financial technology, organic growth, payment processing, Share Buybacks, Software
Sep 30, 2024Fund LettersThe London Company Small CapRVLV Revolve Group, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQConsumer Discretionary, e-commerce, Fashion retail, margin expansion, Millennial Consumer, online retail, turnaround
Sep 30, 2024Fund LettersThe London Company Income EquityMSFT Microsoft Corporation Information TechnologySystems Software Neutral NASDAQActivision, AI, Cloud computing, EV/EBITDA, Revenue Growth, Software, technology, valuation
Sep 30, 2024Fund LettersThe London Company Income EquityMRK Merck & Co., Inc. Health CarePharmaceuticals Bull NYSEBusiness Development, China, drug pipeline, Immunotherapy, Keytruda, pharmaceuticals, Therapeutic Areas, vaccines
Sep 30, 2024Fund LettersThe London Company Income EquitySCHW Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bull NYSEBrokerage, Cash Sorting, Earnings-recovery, financial services, Interest rates, market share, wealth management
Sep 30, 2024Fund LettersThe London Company Income EquitySBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bull NASDAQCoffee, Food service, Management Change, Operational Issues, QSR, Restaurants, turnaround
Sep 30, 2024Fund LettersThe London Company Income EquityLOW Lowe's Companies, Inc. Consumer DiscretionaryHome Improvement Retail Bull NYSEdividends, home improvement, Margin Improvement, market share, Pro Business, productivity, retail, Share Buybacks
Sep 30, 2024Fund LettersThe London Company Income EquityPGR Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, capital allocation, Insurance, Margin Improvement, market share, Risk Segmentation, underwriting
Sep 30, 2024Fund LettersThe London Company Large CapCB Chubb Limited FinancialsProperty & Casualty Insurance Bull NYSEAsian markets, Distribution Channels, global diversification, Interest rates, investment portfolio, Property & Casualty Insurance, underwriting discipline
Sep 30, 2024Fund LettersThe London Company Large CapFI Fiserv Inc Information TechnologyData Processing & Outsourced Services Bull NASDAQcapital allocation, cross-selling, financial technology, Fintech, Free Cash Flow, Merchant Solutions, payment processing
Sep 30, 2024Fund LettersThe London Company Large CapBLK BlackRock Inc FinancialsAsset Management & Custody Banks Bull NYSEasset management, AUM growth, capital return, ETF Business, fixed income, Interest rates, market share
Sep 30, 2024Fund LettersThe London Company Large CapPGR Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEcapital allocation, Competitive advantages, market share gains, Pricing Strategy, Property & Casualty Insurance, underwriting
Sep 30, 2024Fund LettersThird Avenue International Real Estate Value Fund- Genting Singapore Consumer DiscretionaryCasinos & Gaming Bull Hong Kong Stock ExchangeAsia, casino, duopoly, entertainment, Gaming, Integrated Resort, recovery, Singapore, Tourism, Value
Sep 30, 2024Fund LettersThird Avenue International Real Estate Value FundMRL.MC Merlin Properties Real EstateDiversified REITs Bull Madrid Stock Exchangedata centers, development, Discount to book, Logistics, Office, Portugal, REIT, retail, Spain, Value
Sep 30, 2024Fund LettersThird Avenue Real Estate Value FundWCC Wesco International IndustrialsTrading Companies & Distributors Bull NYSEcross-selling, data centers, Distribution, Electrical, Grid Upgrades, infrastructure, margin expansion, secular growth
Sep 30, 2024Fund LettersThird Avenue Real Estate Value FundAC.PA Accor SA Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext Parisasset-light, Europe, franchise, Hospitality Platform, Hotel Management, Luxury Brands, transformation, Value
Sep 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthBAH Booz Allen Hamilton IndustrialsResearch & Consulting Services Bull NYSEClassified Work, Defense, Government Consulting, Intelligence, Low-Teens Growth, Mid-Teens Returns, Narrow Range of Outcomes
Sep 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthAIT Applied Industrial Technologies IndustrialsIndustrial Machinery Bull NYSEAftermarket Parts, capital allocation, Diversified End Markets, Industrial distribution, Low-Double-Digit Growth, Service Centers
Sep 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthBLD TopBuild IndustrialsBuilding Products Bull NYSEHigh-Return Business Model, Housing recovery, Insulation, market share gains, residential construction, secular tailwinds
Sep 30, 2024Fund LettersPolen Capital - U.S. SMID Company GrowthELF elf Beauty Consumer StaplesPersonal Products Bull NYSE25% EPS Growth, Beauty, brand awareness, Cosmetics, Discount Pricing, international expansion, market share, Skincare

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