Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersHeartland Mid Cap Value FundPRGO Perrigo Company PLC Health CarePharmaceuticals Bull NYSEConsumer-health, deep value, Infant Formula, margin expansion, portfolio optimization, Private-label, Self Help, turnaround
Mar 31, 2024Fund LettersHeartland Mid Cap Value FundHSY The Hershey Company Consumer StaplesPackaged Foods & Meats Bull NYSEbrand portfolio, Chocolate, Cocoa Inflation, Confectionery, consumer staples, Cyclical Recovery, Pricing power
Mar 31, 2024Fund LettersHeartland Mid Cap Value FundDCI Donaldson Company Inc. IndustrialsIndustrial Machinery Bull NYSEConsumables, Cyclical Recovery, filtration, industrial machinery, life sciences, margin expansion, Quality Value
Mar 31, 2024Fund LettersFMI Small Cap EquityWEIR.L Weir Group PLC IndustrialsIndustrial Machinery Bull LSEAftermarket revenue, business transformation, Cyclical Resilience, Mining Technology, operating leverage, Razor-Blade Model, UK, Value
Mar 31, 2024Fund LettersFMI Small Cap EquitySCHW Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull NYSEBanking Crisis Recovery, Discount Brokerage, economies of scale, financial services, market share gains, Normalized Earnings, Value
Mar 31, 2024Fund LettersFMI Small Cap EquityGTES Gates Industrial Corp. PLC IndustrialsIndustrial Machinery Bull NYSEAutomotive Aftermarket, Belts, industrial machinery, margin expansion, Power Transmission, Private Equity Overhang, Replacement Markets, Value
Mar 31, 2024Fund LettersHeartland Value FundPRGO Perrigo Company plc Consumer StaplesPersonal Products Bull NYSEBrand Transformation, Consumer-health, FDA Compliance, Infant Formula, insider buying, margin expansion, portfolio optimization, Private-label, turnaround, Value
Mar 31, 2024Fund LettersHeartland Value FundGTLS Chart Industries, Inc. IndustrialsIndustrial Machinery Bull NASDAQcarbon capture, Cyclical, energy infrastructure, Heat Transfer Systems, Hydrogen, industrial machinery, International, LNG Equipment, Value
Mar 31, 2024Fund LettersHeartland Value Plus FundKMT Kennametal IndustrialsIndustrial Machinery Bull NYSEAerospace, Cost Reduction, Cutting tools, Defense, energy, Industrial, infrastructure, operating leverage, Trough Valuation, turnaround
Mar 31, 2024Fund LettersHeartland Value Plus FundMHK Mohawk Industries Consumer DiscretionaryHome Improvement Retail Bull NYSEAutomation, Cyclical, Flooring, manufacturing, operating leverage, Self Help, Trough Valuation, turnaround, Value
Mar 31, 2024Fund LettersAoris International FundV Visa Inc Information TechnologyData Processing & Outsourced Services Bull New York Stock Exchangedigital payments, e-commerce, Equity, Fintech, growth, network effects, Payments Network, US
Mar 31, 2024Fund LettersAoris International FundCPG.L Compass Group PLC Consumer DiscretionaryRestaurants Bull London Stock ExchangeContract Catering, customer retention, Equity, Foodservice, Outsourcing, Post-Pandemic Recovery, UK
Mar 31, 2024Fund LettersAoris International FundATCO-A.ST Atlas Copco AB IndustrialsIndustrial Machinery Bull Stockholm Stock ExchangeCompressors, Equity, high-ROIC, Industrial Equipment, manufacturing, services revenue, Swedish, Vacuum Technology
Mar 31, 2024Fund LettersIthaka US Growth StrategyAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQconsumer electronics, Ecosystem, Hardware, iPhone, premium valuation, services, technology
Mar 31, 2024Fund LettersIthaka US Growth StrategyADBE Adobe Inc. Information TechnologyApplication Software Bear NASDAQContent Creation, creative software, digital media, SaaS, Software, Subscription, technology
Mar 31, 2024Fund LettersIthaka US Growth StrategyLULU lululemon athletica inc. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bear NASDAQathleisure, athletic apparel, Brand, Consumer Discretionary, e-commerce, premium, retail
Mar 31, 2024Fund LettersIthaka US Growth StrategyMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Copilot, Enterprise software, growth, productivity software, SaaS
Mar 31, 2024Fund LettersIthaka US Growth StrategyAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, digital advertising, e-commerce, growth, retail, technology platform
Mar 31, 2024Fund LettersIthaka US Growth StrategyNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, Cloud computing, data center, Gaming, Gpu, growth, machine learning, semiconductors
Mar 31, 2024Fund LettersWhite Brook CapitalPETQ PetIQ, Inc. Consumer StaplesPet Products Bull NASDAQCommunity Clinics, consumer staples, Defensive growth, Distribution, Generic Medications, Inflation beneficiary, pet healthcare, Retail Partnerships, supplements, Veterinary Services

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