Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 1, 2026Fund LettersProtean SelectCINT.ST Cint Software - ApplicationInternet Software & Services Bull New York Stock ExchangeEquity, growth, Market Research, Media Measurement, SaaS, Sweden, technology platform, turnaround
Apr 1, 2026Fund LettersProtean SelectNIBE.ST Nibe OtherBuilding Products Bull New York Stock ExchangeBuilding Products, Climate Solutions, energy efficiency, Equity, European Energy Independence, heat pumps, Sweden, turnaround, Value
Apr 1, 2026Fund LettersSummers Value FundTBPH Theravance BiotechnologyBiotechnology Bull NASDAQbiotechnology, cash flow, China, Copd, patent protection, restructuring, royalties, strategic review
Apr 1, 2026Fund LettersSummers Value FundAVNS Avanos Medical Medical DevicesHealth Care Equipment Bull NASDAQEnteral Feeding, healthcare, M&A, Medical devices, private equity, spin-off, turnaround, Value
Apr 1, 2026Fund LettersPalm Valley Capital ManagementCHRD Chord Energy Corporation Oil & Gas E&POil, Gas & Consumable Fuels Bull NASDAQconservative balance sheet, dividend, Free Cash Flow, Oil & Gas, operational efficiency, Share Buybacks, Williston Basin
Apr 1, 2026Fund LettersPalm Valley Capital ManagementRYN Rayonier Inc REIT - SpecialtySpecialized REITs Bull New York Stock ExchangeAsset Discount, carbon capture, inflation hedge, Real assets, REIT, Share Buybacks, timberland, Value
Apr 1, 2026Fund LettersPalm Valley Capital ManagementDOX Amdocs Ltd Software - InfrastructureIT Services Bull NASDAQAI Resilience, Billing Systems, high switching costs, infrastructure, Managed services, Software, telecommunications, Value
Apr 1, 2026Fund LettersPenn Davis McFarlandCRM Salesforce, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAgentforce, AI integration, Cloud software, CRM, Customer service, Enterprise software, founder-led, market leader, SaaS, Sales Automation
Apr 1, 2026Fund LettersNight Watch Investment ManagementCPA Copa Holdings S.A. AirlinesAirlines Bear New York Stock ExchangeAirlines, Fuel Exposure, geopolitical risk, Latin America, oil prices, Travel Normalization, Venezuela
Apr 1, 2026Fund LettersNight Watch Investment ManagementMRX.L Marex Group plc OtherInvestment Banking & Brokerage Bull New York Stock ExchangeCommodities, Counter-cyclical, Financial infrastructure, Futures Clearing, market volatility, multi-bagger, valuation discount
Apr 1, 2026Fund LettersNight Watch Investment ManagementAIR AAR Corp. Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket services, Aging Fleet, Aircraft Maintenance, business transformation, Component Repair, defense contracts
Apr 1, 2026Fund LettersNight Watch Investment ManagementBKD Brookdale Senior Living Inc. Medical Care FacilitiesHealth Care REITs Bull New York Stock ExchangeActivist Catalyst, Baby Boomers, Demographics, healthcare, Management Change, Real Estate, Senior Living, Supply Shortage
Apr 1, 2026SubstackBrad MunchenTSLA Tesla, Inc. AutomotiveElectric Vehicles Bear Nasdaq Stock Marketcost of goods sold, earnings outlook, Electric Vehicles, EV incentives, financing deals, lithium prices, market share, price cuts, Q1 2026, Tesla
Mar 31, 2026Fund LettersShelton International Select Equity FundVET.TO Vermilion Energy Oil & Gas E&POil & Gas Exploration & Production Bull Toronto Stock ExchangeCanada, cash flow, Diversified Production, dividend, energy, geopolitical, oil and gas, Portfolio Hedge
Mar 31, 2026Fund LettersShelton International Select Equity Fund6113.T Amada Co. Specialty Industrial MachineryIndustrial Machinery Bull New York Stock ExchangeAI infrastructure, Factory Automation, Industrial Equipment, Japan, Laser Systems, manufacturing, Precision Machinery
Mar 31, 2026Fund LettersShelton International Select Equity FundLYC.AX Lynas Rare Earths Other Industrial Metals & MiningDiversified Metals & Mining Bull Australian Securities ExchangeAustralia, Commodities, Critical Minerals, geopolitical, materials, Rare Earth Mining, supply chain diversification
Mar 31, 2026Fund LettersShelton Emerging Markets FundHDFCBANK.NS HDFC Bank Banks - RegionalBanks Neutral New York Stock ExchangeForeign Outflows, High-quality Bank, India, Indian Banking, macro headwinds, Oil Shock Impact, Private Sector Bank, Rupee Weakness
Mar 31, 2026Fund LettersShelton Emerging Markets Fund- Chroma ATE OtherElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAI infrastructure, Capital equipment, Electronic Equipment, Precision Testing, Second-derivative AI, Semiconductor Testing, Taiwan, Test Equipment
Mar 31, 2026Fund LettersShelton Emerging Markets FundGEKTERNA.AT GEK Terna Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeCapital Goods, construction, energy transition, European defense, Greece, infrastructure, renewable energy, Southern Europe
Mar 31, 2026Fund LettersShelton Emerging Markets Fund005930.KS Samsung Electronics Consumer ElectronicsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI infrastructure, Artificial Intelligence, data centers, High-Bandwidth Memory, memory chips, semiconductors, South Korea, technology hardware

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