Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersHotchkis & Wiley Mid-Cap Value FundKOS Kosmos Energy Ltd. EnergyOil & Gas Exploration & Production Bull NYSEacquisition platform, Deepwater, Ghana, Gulf of Mexico, LNG, offshore exploration, Oil & Gas, undervalued
Sep 30, 2024Fund LettersHotchkis & Wiley Mid-Cap Value FundCNO CNO Financial Group FinancialsLife & Health Insurance Bull NYSEanalyst upgrades, Distribution, Guidance Raise, life insurance, lower middle market, Underserved Market
Sep 30, 2024Fund LettersHotchkis & Wiley Mid-Cap Value FundERIC Ericsson Information TechnologyCommunications Equipment Bull NASDAQ5G, infrastructure, Margin Improvement, North America, telecommunications equipment, Wireless Networks
Sep 30, 2024Fund LettersHotchkis & Wiley Mid-Cap Value FundFFIV F5 Inc. Information TechnologySystems Software Bull NASDAQApplication Software, data center, debt-free, Networking, SaaS, Security Software, subscription model
Sep 30, 2024Fund LettersHotchkis & Wiley Global Value FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCloud computing, digital advertising, growth potential, media, regulatory scrutiny, search engine, technology
Sep 30, 2024Fund LettersHotchkis & Wiley Global Value FundWLN.PA Worldline SA Information TechnologyData Processing & Outsourced Services Bear Euronext ParisCompetitive pressure, Europe, Fintech, Germany, payment processing, regulatory headwinds, Transaction Services
Sep 30, 2024Fund LettersHotchkis & Wiley Global Value Fund005930.KS Samsung Electronics Co., Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea Stock ExchangeAI, Cloud computing, consumer electronics, DRAM, Memory, oligopoly, semiconductors, South Korea
Sep 30, 2024Fund LettersHotchkis & Wiley Global Value FundQAN.AX Qantas Airways Limited IndustrialsAirlines Bull ASXAirlines, Australia, Aviation, capital return, cash flow, duopoly, Share Buybacks
Sep 30, 2024Fund LettersHotchkis & Wiley Global Value FundERIC Ericsson Information TechnologyCommunications Equipment Bull NASDAQ5G infrastructure, Hardware, market leader, North America, Software, telecommunications, Wireless Networks
Sep 30, 2024Fund LettersHotchkis & Wiley Global Value FundFFIV F5 Inc. Information TechnologyCommunications Equipment Bull NASDAQApplication Networking, data center, debt-free, SaaS, Security Software, Subscription Software, technology
Sep 30, 2024Fund LettersWasatch Small Cap Growth StrategyHQY HealthEquity, Inc. Diversified FinancialsSpecialized Finance Bull NASDAQConsumer-Directed Healthcare, Custodial Services, Employee Benefits, Fintech, Health Savings Accounts, Healthcare Finance, HSA
Sep 30, 2024Fund LettersWasatch Small Cap Growth StrategyMEDP Medpace Holdings, Inc. Pharmaceuticals, Biotechnology & Life SciencesLife Sciences Tools & Services Bull NASDAQBiotech Services, Clinical research, Clinical trials, Cro, drug development, life sciences, Pharmaceutical Outsourcing
Sep 30, 2024Fund LettersWasatch Small Cap Growth StrategyFROG JFrog Ltd. Software & ServicesSystems Software Neutral NASDAQArtificial Intelligence, CI/CD, Code Management, Devops, Programming Tools, Repositories, Software Development
Sep 30, 2024Fund LettersWasatch Small Cap Growth StrategyINSP Inspire Medical Systems, Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NYSEGLP-1, healthcare innovation, Medical devices, Minimally Invasive, Obesity, OSA Treatment, sleep apnea
Sep 30, 2024Fund LettersWasatch Small Cap Growth StrategyENSG Ensign Group, Inc. Health Care Equipment & ServicesHealth Care Facilities Bull NASDAQAcquisitions, Assisted Living, Demographics, Healthcare Facilities, Healthcare services, Skilled Nursing, turnaround
Sep 30, 2024Fund LettersWasatch Small Cap Growth StrategyCWAN Clearwater Analytics Holdings, Inc. Software & ServicesApplication Software Bull NASDAQasset management, Compliance Technology, Fintech, Investment Management Software, net revenue retention, recurring revenue, SaaS
Sep 30, 2024Fund LettersGanes Focused Value FundAPE.AX Eagers Automotive Limited Consumer DiscretionarySpecialty Retail Bull ASXAcquisitions, Automotive Dealerships, contrarian, cyclical business, dividend yield, economic headwinds, interest rate sensitivity, market share, property portfolio, Value Investment
Sep 30, 2024Fund LettersGanes Focused Value FundARB.AX ARB Corporation Limited Consumer DiscretionaryAutomobile Components Bull ASX4WD Accessories, aftermarket, Distribution Control, Export Sales, Intellectual Property, manufacturing, OEM Sales, Off Road, USA Market, vertical integration
Sep 30, 2024Fund LettersGanes Focused Value FundPWH.AX PWR Holdings Limited IndustrialsAerospace & Defense Bull ASXAerospace, automotive, capital expenditure, Cooling Solutions, Defense, Heat Exchangers, High-performance, Manufacturing Facility, return on equity, value creation
Sep 30, 2024Fund LettersGanes Focused Value FundLOV.AX Lovisa Holdings Limited Consumer DiscretionarySpecialty Retail Bull ASXChina market, Dividend Growth, Fashion Jewelry, international expansion, same-store sales, Specialty retail, store rollout, sustainable growth, USA Market, Warehouse Infrastructure

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: