Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersAriel Global FundNTAP NetApp Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, Cloud storage, Data Management, Digital transformation, Enterprise Storage, Hybrid Cloud, SaaS
Jun 30, 2024Fund LettersAriel Focus FundAMG Affiliated Managers Group Inc FinancialsAsset Management & Custody Banks Bull NYSEalternative assets, asset management, Boutique, financial services, Partnership, Succession, Value
Jun 30, 2024Fund LettersAriel Focus FundSNA Snap-on Incorporated IndustrialsIndustrial Machinery & Supplies & Components Bull NYSEautomotive, Franchisee, Industrial, innovation, Oem, technology, Tools
Jun 30, 2024Fund LettersAriel Focus FundAPA APA Corporation EnergyOil & Gas Exploration & Production Bull NASDAQcapital returns, energy, Exploration, Free Cash Flow, M&A, Oil & Gas, Permian Basin
Jun 30, 2024Fund LettersAriel Focus FundMHK Mohawk Industries Inc Consumer DiscretionaryHome Furnishing Retail Bull NYSEConsumer Discretionary, Cyclical, Flooring, Housing, manufacturing, turnaround, Value
Jun 30, 2024Fund LettersAriel Focus FundGS Goldman Sachs Group Inc FinancialsInvestment Banking & Brokerage Bull NYSEcapital management, FICC, financial services, investment banking, Trading, turnaround, Value
Jun 30, 2024Fund LettersAriel Focus FundORCL Oracle Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, cloud platform, Database, Enterprise software, growth, SaaS, technology
Jun 30, 2024Fund LettersBaron Partners FundCSGP CoStar Group, Inc. Real EstateReal Estate Services Bull NASDAQBrokerage, commercial real estate, Data Analytics, Real Estate, Residential Platform, SaaS, Software, technology
Jun 30, 2024Fund LettersBaron Partners FundSPACEX Space Exploration Technologies Corp. IndustrialsAerospace & Defense Bull PrivateAerospace, broadband, Launch Services, Private Company, Reusable Rockets, Satellites, Space Exploration, technology
Jun 30, 2024Fund LettersBaron Partners FundTSLA Tesla, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAI software, autonomous driving, Electric Vehicles, energy storage, growth, manufacturing, robotics, technology
Jun 30, 2024Fund LettersBaron Focused Growth FundCOST CoStar Group, Inc. Real EstateReal Estate Services Bull NASDAQcommercial real estate, Data Analytics, marketplace, Real Estate Software, Residential Real Estate, SaaS, technology
Jun 30, 2024Fund LettersBaron Focused Growth FundGWW Guidewire Software, Inc. Information TechnologySoftware Bull NYSEcloud transition, Enterprise software, Insurance-software, P&C insurance, recurring revenue, SaaS, technology
Jun 30, 2024Fund LettersBaron Focused Growth FundIBKR Interactive Brokers Group, Inc. FinancialsCapital Markets Bull NASDAQAutomation, Electronic Brokerage, Fintech, global markets, high margins, international expansion, technology
Jun 30, 2024Fund LettersBaron Focused Growth FundTSLA Tesla, Inc. Consumer DiscretionaryAutomobiles Bull NASDAQArtificial Intelligence, autonomous driving, clean energy, Electric Vehicles, energy storage, robotics, technology
Jun 30, 2024Fund LettersBaron Focused Growth FundSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull NYSEAudio Content, Consumer Discretionary, Digital Music Streaming, Pricing power, SaaS, subscription model, technology
Jun 30, 2024Fund LettersBaron Asset FundVMC Vulcan Materials Company MaterialsConstruction Materials Bull NYSEbarriers to entry, Construction Aggregates, infrastructure spending, materials, non-residential construction, Pricing power, Quarries, residential construction
Jun 30, 2024Fund LettersBaron Asset FundXAI X.AI Corp. Information TechnologyApplication Software Bull PrivateArtificial Intelligence, data centers, Distribution Platform, Elon Musk, GPU computing, Hardware Integration, machine learning, real-time data
Jun 30, 2024Fund LettersBaron Asset FundFICO Fair Isaac Corporation Information TechnologyApplication Software Bull NYSEconsumer behavior, credit scoring, Data Analytics, Earnings Compounder, interest rate sensitivity, Regulatory risk, software business
Jun 30, 2024Fund LettersBaron Asset FundGWRE Guidewire Software, Inc. Information TechnologyApplication Software Bull NYSEAnnual Recurring Revenue, Cloud transformation, Insurance-software, margin expansion, P&C insurance, SaaS, total addressable market
Jun 30, 2024Fund LettersBaron Asset FundVRSK Verisk Analytics, Inc. IndustrialsResearch & Consulting Services Bull NASDAQData Analytics, Insurance Technology, margin expansion, P&C insurance, Pricing power, proprietary data, SaaS

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