Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersFMI All Cap EquityWEIR.L Weir Group PLC IndustrialsIndustrial Machinery Bull LSEaftermarket, Industrial Transformation, Mining Technology, operational excellence, Razor-Blade Model, Through-Cycle Growth, UK, Value
Mar 31, 2024Fund LettersFMI All Cap EquitySCHW Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull NYSEBanking Crisis Recovery, Discount Brokerage, economies of scale, financial services, interest rate sensitivity, market share gains, Normalized Earnings, Value
Mar 31, 2024Fund LettersFMI All Cap EquityGTES Gates Industrial Corp. PLC IndustrialsIndustrial Machinery Bull NYSEaftermarket, Belts, Cyclical Recovery, industrial machinery, manufacturing, Power Transmission, Private Equity Overhang, Replacement Driven, Value
Mar 31, 2024Fund LettersFMI Large Cap EquityWEIR.L Weir Group PLC IndustrialsIndustrial Machinery Bull LSEaftermarket services, Cyclical Resilience, Industrial Equipment, Mining Technology, Razor-Blade Model, UK, Value
Mar 31, 2024Fund LettersFMI Large Cap EquitySCHW Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull NYSECyclical Recovery, Discount Brokerage, economies of scale, financial services, interest rate sensitivity, market share gains, Value
Mar 31, 2024Fund LettersFMI Large Cap EquityGTES Gates Industrial Corp. PLC IndustrialsIndustrial Machinery Bull NYSEAutomotive Aftermarket, Belts, Cyclical Recovery, industrial machinery, Power Transmission, Private Equity Overhang, Value
Mar 31, 2024Fund LettersClearBridge Investments Small Cap Growth StrategyELF e.l.f. Beauty Inc Consumer StaplesPersonal Products Bull NYSEclean beauty, direct-to-consumer, Legacy Brand Disruption, market share gains, Mass Cosmetics, Online Presence, Professional Quality, Value Positioning
Mar 31, 2024Fund LettersClearBridge Investments Small Cap Growth StrategyDUOL Duolingo Inc Consumer DiscretionaryInteractive Media & Services Bull NASDAQfreemium model, Language learning, Marketing efficiency, online learning, product innovation, Subscriber Conversion, Unit economics, User growth
Mar 31, 2024Fund LettersClearBridge Investments Small Cap Growth StrategyINTA Intapp Inc Information TechnologySoftware Bull NASDAQCompliance Solutions, CRM, cross-selling, ERP, Expanding Margins, financial services, professional services, vertical software
Mar 31, 2024Fund LettersClearBridge Investments Small Cap Growth StrategyINSM Insmed Incorporated Health CareBiotechnology Bull NASDAQApproved Product, Blockbuster Potential, international expansion, Label Expansion, late-stage pipeline, Pulmonary Diseases, rare diseases
Mar 31, 2024Fund LettersClearBridge Investments Small Cap Growth StrategyMEDP Medpace Holdings Inc Health CareLife Sciences Tools & Services Bull NASDAQAbove-Peer Growth, Biotech Services, cash flow generation, Clinical research, Cro, drug development, Outsourcing
Mar 31, 2024Fund LettersClearBridge Investments Small Cap Growth StrategyRDNT RadNet Inc Health CareHealth Care Providers & Services Bull NASDAQacquisition growth, AI applications, Cancer Detection, diagnostic imaging, Healthcare Cost Reduction, Outpatient Care, Site of Care Shift
Mar 31, 2024Fund LettersClearBridge Investments Small Cap Growth StrategyCNMD CONMED Corporation Health CareHealth Care Equipment & Supplies Bull NASDAQCompetitive Differentiation, Global Healthcare, market penetration, Medical devices, Orthopedic Surgery, Single-Use Products
Mar 31, 2024Fund LettersClearBridge Investments Small Cap Growth StrategyVKTX Viking Therapeutics Health CareBiotechnology Bull NASDAQbiotechnology, Clinical development, GLP-1, Metabolic Diseases, NASH, Obesity, Phase 2, small-cap
Mar 31, 2024Fund LettersFMI International EquityWEIR.L Weir Group PLC Capital GoodsIndustrial Machinery Bull LSEaftermarket services, Cyclical Resilience, Industrial Equipment, Mining Technology, Razor-Blade Model, UK, Value
Mar 31, 2024Fund LettersFMI International EquitySCHW Charles Schwab Corp. Diversified FinancialsInvestment Banking & Brokerage Bull NYSEbanking, Cyclical Recovery, Discount Brokerage, economies of scale, financial services, market share gains, Value
Mar 31, 2024Fund LettersFMI International EquityGTES Gates Industrial Corp. PLC Capital GoodsIndustrial Machinery Bull NYSEAutomotive Aftermarket, Cyclical Recovery, industrial machinery, manufacturing, Power Transmission, Replacement Parts, Value
Mar 31, 2024Fund LettersMadison Dividend Income FundXOM Exxon Mobil Corporation EnergyIntegrated Oil & Gas Bull NYSEcapital discipline, dividend aristocrat, Downstream, energy, Guyana, Integrated Oil, natural gas, Permian Basin, refining, share repurchase, Upstream, Value
Mar 31, 2024Fund LettersDesert Lion CapitalARA.JO Astoria FinancialsDiversified Financial Services Bull JSEdiscount to NAV, growth, Hunting, Investment Holding Company, NAV Compounding, Outdoor, retail, South Africa, Value
Mar 31, 2024Fund LettersDesert Lion CapitalKRO.JO Karooooo Information TechnologyApplication Software Bull JSEAI, Fleet Management, growth, Long-term compounder, SaaS, Software, South Africa, technology, Vehicle Tracking

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