Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersAristotle International Equity Fund6758.T Sony Group Corporation Communication ServicesInteractive Media & Services Bull Tokyo Stock ExchangeConsoles, entertainment, Gaming, Japan, media, PlayStation, restructuring, spinoff, technology
Mar 31, 2024Fund LettersAristotle/Saul Global Equity FundMURGF Munich Reinsurance Company FinancialsReinsurance Bull OTCAsia, cybersecurity, Dividend Growth, global scale, market share, Reinsurance, Share Buyback, specialty insurance, underwriting discipline
Mar 31, 2024Fund LettersAristotle/Saul Global Equity FundMLM Martin Marietta Materials, Inc. MaterialsConstruction Materials Bull NYSEaggregates, construction materials, Government Spending, infrastructure, M&A, materials, Pricing power, Value-over-Volume
Mar 31, 2024Fund LettersAristotle/Saul Global Equity FundSONY Sony Group Corporation Communication ServicesInteractive Media & Services Bull NYSEDiversified Media, entertainment, Gaming, Japan, PlayStation, spinoff, Structural Reform, user engagement
Mar 31, 2024Fund LettersAristotle/Saul Global Equity FundADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQContent Creation, Creative Cloud, digital media, generative AI, SaaS, Share Buyback, Software, subscription model
Mar 31, 2024Fund LettersAristotle Small Cap Equity FundPWSC PowerSchool TechnologySoftware Bull NYSECloud software, Edtech, education technology, K-12 Education, recurring revenue, SaaS, Student Information Systems
Mar 31, 2024Fund LettersAristotle Small Cap Equity FundQDEL QuidelOrtho Health CareHealth Care Equipment & Supplies Bull NASDAQHealthcare Testing, In-vitro diagnostics, Medical devices, Point-of-Care Diagnostics, Product Diversification, Respiratory Diagnostics
Mar 31, 2024Fund LettersAristotle Small Cap Equity FundMODV ModivCare Health CareHealth Care Services Bull NASDAQGovernment Healthcare, Healthcare services, Medicaid, Medical Transportation, Medicare, Remote Monitoring, turnaround
Mar 31, 2024Fund LettersAristotle Small Cap Equity FundITRI Itron TechnologyElectronic Equipment, Instruments & Components Bull NASDAQEnergy Management, Grid modernization, infrastructure, IoT, recurring revenue, SaaS, Smart meters, utilities
Mar 31, 2024Fund LettersAristotle Small Cap Equity FundAZEK The AZEK Company MaterialsBuilding Products Bull NYSEBuilding Products, Decking, margin expansion, Recycled Materials, residential construction, Sustainable materials, Wood-Alternative
Mar 31, 2024Fund LettersAristotle Value Equity FundTTE TotalEnergies EnergyIntegrated Oil & Gas Bull NYSEenergy transition, Europe, Free Cash Flow, Integrated Oil, LNG, renewables, Solar, Value, Wind
Mar 31, 2024Fund LettersAristotle Value Equity FundLOW Lowe's Companies Consumer DiscretionaryHome Improvement Retail Bull NYSEhome improvement, market share, Omnichannel, Professional Customers, retail, supply chain, turnaround, Value
Mar 31, 2024Fund LettersBaron Partners FundTSLA Tesla, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQArtificial Intelligence, automotive, autonomous vehicles, battery technology, China, Electric Vehicles, energy storage, Full Self-Driving, manufacturing, Software
Mar 31, 2024Fund LettersBaron Small Cap FundEXPO Exponent, Inc. Commercial & Professional ServicesResearch & Consulting Services Bull NASDAQdefensive business model, Engineering Consulting, Failure Analysis, high margins, premium services, risk management, Scientific Consulting, secular growth drivers
Mar 31, 2024Fund LettersBaron Small Cap FundINTC Intapp, Inc. Software & ServicesApplication Software Bull NASDAQAI-Enabled Software, Cloud software, CRM, Deal Management, Legal Technology, Professional Services Software, regulatory compliance, SaaS, workflow automation
Mar 31, 2024Fund LettersBaron Asset FundSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull NYSEadvertising revenue, AI innovation, digital media, Global Platform, operational discipline, Podcasts, Pricing power, Streaming Music, subscription model
Mar 31, 2024Fund LettersBaron Asset FundPCOR Procore Technologies, Inc. Information TechnologyApplication Software Bull NASDAQcash flow positive, Cloud software, Construction Technology, Digitization, Market Share Leader, Project Management, SaaS, Take-rate Model
Mar 31, 2024Fund LettersAriel Small Cap Value StrategyMGPI MGP Ingredients, Inc. Consumer StaplesDistillers & Vintners Bull NASDAQAcquisitions, Branded Spirits, contract manufacturing, margin expansion, premium brands, premiumization, Spirits Manufacturing, Whiskey
Mar 31, 2024Fund LettersAriel Small Cap Value StrategyDNB Dun & Bradstreet Corporation IndustrialsResearch & Consulting Services Bull NYSEanalytics, Artificial Intelligence, Commercial Data, Free Cash Flow, Master Data Management, risk management, supply chain, Wide Moat
Mar 31, 2024Fund LettersAriel Small Cap Value StrategyOSW OneSpaWorld Holdings Ltd. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQconsumer demand, Cruise Ships, Free Cash Flow, Onboard Spending, risk/reward, Share Buybacks, Wave Season, Wellness Services

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