Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersWasatch Small Cap Growth StrategyAGYS Agilysys, Inc. Information TechnologySoftware Bull NASDAQCloud software, Hospitality Software, Marriott Partnership, Mobile Solutions, property management, Travel Recovery
Mar 31, 2024Fund LettersWasatch Small Cap Growth StrategyFIVN Five9, Inc. Information TechnologySoftware Bull NASDAQAI integration, Cloud software, contact centers, Customer Engagement, remote work, SaaS
Mar 31, 2024Fund LettersWasatch Small Cap Growth StrategyCWAN Clearwater Analytics Holdings, Inc. Information TechnologySoftware Bull NASDAQCloud software, contrarian, Investment Accounting, Overdeliver, SaaS, Underpromise
Mar 31, 2024Fund LettersWasatch Small Cap Growth StrategyYETI YETI Holdings, Inc. Consumer DiscretionaryLeisure Products Neutral NYSEBrand, Competition, Drinkware, international expansion, Outdoor Gear, Retail Stores
Mar 31, 2024Fund LettersWasatch Small Cap Growth StrategyHQY HealthEquity, Inc. FinancialsConsumer Finance Bull NASDAQBenefits, contrarian, Custodian, growth, Health Savings, HSA, Interest rates
Mar 31, 2024Fund LettersWasatch Small Cap Growth StrategyNVMI Nova Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, capital allocation, Cyclical, market share, Metrology Equipment, semiconductors
Mar 31, 2024Fund LettersWasatch Small Cap Growth StrategyMEDP Medpace Holdings, Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech Services, Clinical development, contract research, Cro, defensive, growth, healthcare
Mar 31, 2024Fund LettersHarding Loevner Emerging Markets EquityTLKM.JK Telkom Indonesia Communication ServicesIntegrated Telecommunication Services Bull IDXData Consumption Growth, digital services, high ROE, Indonesia, market leader, network infrastructure, premium pricing, Scale Advantages, telecommunications
Mar 31, 2024Fund LettersHarding Loevner Emerging Markets EquityBH.BK Bumrungrad Hospital Health CareHealth Care Facilities Bull SETcapacity expansion, Complex Surgery, growth, healthcare, high ROE, International Patients, Medical Tourism, premium pricing, Thailand
Mar 31, 2024Fund LettersHarding Loevner Emerging Markets EquityMELI MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQcompetitive moat, credit services, digital payments, e-commerce, Financial Inclusion, Fintech, Latin America, market share gains, Unbanked Population
Mar 31, 2024Fund LettersHarding Loevner Global Small CompaniesCYBR CyberArk Software Ltd. Information TechnologySystems Software Bull NASDAQcloud security, cybersecurity, Israeli Technology, Machine Identities, Privileged Access Management, Ransomware Protection, SaaS, subscription model
Mar 31, 2024Fund LettersHarding Loevner Global Small CompaniesPFEV.DE Pfeiffer Vacuum IndustrialsIndustrial Machinery Bull XETRAAI infrastructure, Capital equipment, Clean Room Technology, duopoly, German Manufacturing, industrial machinery, semiconductor equipment, Vacuum Pumps
Mar 31, 2024Fund LettersHarris Associates Concentrated StrategyDE Deere & Company IndustrialsAgricultural & Farm Machinery Bull NYSEAgricultural Equipment, capital allocation, Cyclical, Demographics, Food Security, Industrials, market leader, technology
Mar 31, 2024Fund LettersHarris Associates Concentrated StrategyPSX Phillips 66 EnergyOil, Gas & Consumable Fuels Bull NYSEDownstream, energy, energy infrastructure, integrated energy, midstream, Oil & Gas, refining
Mar 31, 2024Fund LettersHarris Associates Concentrated StrategyKKR KKR & Co Inc FinancialsAsset Management & Custody Banks Bull NYSEalternative assets, asset management, Capital markets, Carried interest, Fundraising, investment management, private equity
Mar 31, 2024Fund LettersHarris Associates Concentrated StrategyCOF Capital One Financial FinancialsConsumer Finance Bull NYSEbanking, consumer finance, credit cards, financials, M&A, Payment Network, synergies
Mar 31, 2024Fund LettersAlluvium Global FundFRAGUA.MX Corporativo Fragua Consumer StaplesFood & Staples Retailing Bull Mexican Stock ExchangeEmerging markets, growth, healthcare, illiquid, Mexico, net cash, Pharmacies, retail, store expansion
Mar 31, 2024Fund LettersAlluvium Global FundHERDEZ.MX Grupo Herdez Consumer StaplesFood Products Bull Mexican Stock ExchangeCondiments, consumer staples, Emerging markets, Family-owned, Food Products, Mexico, Nearshoring, Value
Mar 31, 2024Fund LettersAlluvium Global FundSCAB.ST Scandic Hotels Group AB Consumer DiscretionaryHotels, Restaurants & Leisure Bull Nasdaq StockholmBusiness Travel, Convertible Overhang, Europe, hospitality, Hotels, Mid-market, recovery, Scandinavia, variable leases
Mar 31, 2024Fund LettersAlluvium Global FundMCB.L McBride plc Consumer StaplesHousehold Products Bull London Stock ExchangeCleaning Products, consumer staples, Europe, household products, Margin recovery, Private-label, turnaround, UK, Value

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