Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2026Fund LettersOakmark Select FundMMC Marsh & McLennan OtherInsurance Bull New York Stock ExchangeAI adoption, insurance brokerage, market leader, Mid-teens Multiple, operating leverage, professional services, risk management
Mar 31, 2026Fund LettersOakmark Select FundIT Gartner Information Technology ServicesIT Services Bull New York Stock ExchangeB2B Services, Free Cash Flow, It consulting, Market Research, organic growth, Research Services, Technology Advisory
Mar 31, 2026Fund LettersOakmark Select FundCRM Salesforce Software - ApplicationSoftware Bull New York Stock ExchangeAgentforce, AI integration, Cloud computing, CRM Software, SaaS, Share Buyback, subscription revenue
Mar 31, 2026Fund LettersOakmark Select FundPSX Phillips 66 Oil & Gas Refining & MarketingOil, Gas & Consumable Fuels Bull New York Stock Exchangecash flow, Crack Spreads, Downstream Energy, energy, Petroleum Products, refining, shareholder returns
Mar 31, 2026Fund LettersOakmark Fund- International Small CapMINT.BK Minor International LodgingHotels, Restaurants & Leisure Bull New York Stock Exchangeasset-light, brand portfolio, deleveraging, Free Cash Flow, Global, hospitality, Hotels, NH Hotel Group, Restaurants, Value
Mar 31, 2026Fund LettersOakmark Fund- International Small Cap- DTS OtherIT Services Bull New York Stock Exchangecloud migration, Digital transformation, Enterprise software, financial services, IT services, Japan, manufacturing, Systems Integration, Telecom, Value
Mar 31, 2026Fund LettersBrandes Small Cap Value FundNICE NICE Ltd Software - ApplicationApplication Software Bull NASDAQAI, CCaaS, Cloud software, Contact center, Israel, SaaS, Technology Disruption, Value, Workforce Management
Mar 31, 2026Fund LettersBrandes Small Cap Value FundMHK Mohawk Industries Inc Furnishings, Fixtures & AppliancesBuilding Products Bull New York Stock ExchangeBuilding Products, capital allocation, Cyclical, Flooring, Free Cash Flow, manufacturing, Scale Advantages, turnaround, Value
Mar 31, 2026Fund LettersDodge & Cox Stock FundBKNG Booking Holdings Travel ServicesInternet & Direct Marketing Retail Bull NASDAQAI disruption, Competitive Advantage, Europe, Hotel Reservations, market share, network effect, Travel Platform
Mar 31, 2026Fund LettersDodge & Cox Stock FundROP Roper Technologies Software - ApplicationApplication Software Bull NASDAQforward earnings, Free Cash Flow, Share Buyback, SMB, Software, Systems of Record, Technology Solutions
Mar 31, 2026Fund LettersDodge & Cox Stock FundMSFT Microsoft Corp. Software - InfrastructureSystems Software Bull NASDAQAI, Ecosystem, forward earnings, growth potential, Software, technology
Mar 31, 2026Fund LettersEmerald Wealth Partners - Focused Equity Strategy0700.HK Tencent Holdings Limited Internet Content & InformationInteractive Media & Services Bull New York Stock Exchangeadvertising technology, Artificial Intelligence, China, cloud services, Digital Ecosystem, e-commerce, Gaming, Mobile payments, social media, super app, Value, WeChat
Mar 31, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategySAP SAP Software - ApplicationApplication Software Bull New York Stock ExchangeAI agents, cloud migration, Enterprise software, Integrated Solution, Mission-Critical, S/4 Database, supply chain management
Mar 31, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategyORCL Oracle Software - InfrastructureSystems Software Bull New York Stock ExchangeAI training, data centers, hyperscalers, Non-Cancelable Contracts, OpenAI, Rpo, Sublease
Mar 31, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategyNOW ServiceNow Software - ApplicationApplication Software Bull New York Stock ExchangeAcquisitions, AI agents, cybersecurity, Enterprise software, IT Systems, platform, Vertical Expansion
Mar 31, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategyAVGO Broadcom SemiconductorsSemiconductors Bull NASDAQAI, Asic, Enterprise software, hyperscalers, IT infrastructure, Margins, semiconductors
Mar 31, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategyFTNT Fortinet Software - InfrastructureSystems Software Bull NASDAQAI-Enhanced, compounder, cybersecurity, enterprise, network effects, platform, SMB, switching costs
Mar 31, 2026Fund LettersHeartland Value Plus FundWH Wyndham Hotels & Resorts LodgingHotels, Restaurants & Leisure Bull New York Stock Exchangecapital allocation, Consumer Discretionary, dividend, economic recovery, Franchising, Hotels, Share Buybacks, Value
Mar 31, 2026Fund LettersHeartland Value Plus FundWH Wyndham Hotels & Resorts LodgingHotels, Restaurants & Leisure Bull New York Stock Exchangecapital allocation, Consumer Discretionary, dividend, economic recovery, Franchising, Hotels, Share Buybacks, Value
Mar 31, 2026Fund LettersBrandes Small Cap Value FundNICE NICE Ltd Software - ApplicationApplication Software Bull NASDAQAI, CCaaS, Cloud software, Contact center, Israel, SaaS, Technology Disruption, Value, Workforce Management

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