Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersEast72 Dynasty TrustFIH-U.TO Fairfax India Holdings FinancialsAsset Management & Custody Banks Bull Toronto Stock ExchangeAirport Infrastructure, Bangalore, Emerging markets, India, infrastructure, Monopoly, NAV discount, Passenger Growth, regulated utility
Mar 31, 2024Fund LettersEast72 Dynasty TrustDIE.BR D'Ieteren Group Consumer DiscretionarySpecialty Retail Bull Euronext BrusselsADAS Technology, Automotive Services, Belgium, cash flow generation, market leadership, Pricing power, private equity, Technology moat, Vehicle glass repair
Mar 31, 2024Fund LettersLansdowne Partners European FundEL.PA EssilorLuxottica SA Health CareHealth Care Equipment & Supplies Bull Euronext ParisAging demographics, Eye Care, Healthcare Equipment, innovation, Myopia Management, R&D Leadership, smart glasses, vertical integration
Mar 31, 2024Fund LettersLansdowne Partners European FundREL.L RELX PLC Communication ServicesProfessional Services Bull London Stock Exchangeanalytics, GenAI, growth, Hard Currency Markets, Legal Services, professional services, risk management, technology integration
Mar 31, 2024Fund LettersLansdowne Partners European FundLDO.MI Leonardo S.p.A. IndustrialsAerospace & Defense Bull Borsa ItalianaAerospace, cybersecurity, Defense, electronics, geopolitical, Italy, NATO, turnaround, Value
Mar 31, 2024Fund LettersLansdowne Partners European FundKBC.BR KBC Group NV FinancialsBanks Bull Euronext Brusselsbanking, Belgium, capital requirements, diversified business model, high dividend yield, rate sensitivity, Value
Mar 31, 2024Fund LettersLansdowne Partners European FundASML.AS ASML Holding N.V. Information TechnologySemiconductors & Semiconductor Equipment Bull Euronext AmsterdamEuv, growth, high-ROIC, lithography equipment, Monopolistic Position, Netherlands, semiconductors, technology
Mar 31, 2024Fund LettersApis Global Discovery Fund103140.KS Poongsan Corporation MaterialsAerospace & Defense Bull Korea Stock Exchange155mm Shells, Ammunition, Ammunition Shortage, Copper Refining, Defense Exports, Korea, margin expansion, Multiple re-rating, Munitions, Rheinmetall Valuation
Mar 31, 2024Fund LettersApis Global Discovery Fund068270.KS Hyundai Rotem IndustrialsAerospace & Defense Bull Korea Stock ExchangeDefense, European defense spending, Export Growth, K2 Tank, Korea, margin expansion, Military Equipment, Poland Contract, Tanks
Mar 31, 2024Fund LettersOakmark Fund- International Small Cap3626.T TIS Inc Information TechnologyIT Services Bull Tokyo Stock Exchangecapital allocation, Digitization, IT Engineering Talent Shortage, IT services, Japan, Management Quality, Structural Demand, System Integration
Mar 31, 2024Fund LettersOakmark Fund- International Small CapFIE.DE Fielmann Consumer DiscretionarySpecialty Retail Bull XETRADefensive positioning, Eyewear, Germany, Inflection Point, intrinsic value, Margin recovery, Online Disruption Barriers, Optical retail
Mar 31, 2024Fund LettersOakmark Fund- International Small CapSTJ.L St. James's Place FinancialsAsset Management & Custody Banks Bull London Stock Exchangeasset management, Client Reimbursements, Fee Structure, Net Inflows, Provision Charge, Salesforce Implementation, UK, wealth management
Mar 31, 2024Fund LettersOakmark Fund- International Small CapKCR1V.HE Konecranes IndustrialsIndustrial Machinery Bull NASDAQ HelsinkiCrane Manufacturing, EBITA margins, Finland, Industrial Equipment, Order Backlog, Port Solutions, recurring revenue, Service Business
Mar 31, 2024Fund LettersOrbis Global EquityELV Elevance Health Health CareHealth Care Services Bull NYSEAging demographics, Defensive growth, Government Programs, Healthcare services, managed care, Medicaid, Medicare Advantage, Value Investment, value-based care
Mar 31, 2024Fund LettersOrbis Global EquityUNH UnitedHealth Group Health CareHealth Care Services Bull NYSEAging demographics, Defensive growth, Government Programs, Healthcare services, managed care, Medicaid, Medicare Advantage, value-based care, vertical integration
Mar 31, 2024Fund LettersAVI Global TrustDIE.BR D'Ieteren Consumer DiscretionarySpecialty Retail Bull Euronext BrusselsAdas, discount to NAV, holding company, Insurance partnerships, margin expansion, market leader, private equity, Scale Advantages, Structural trends, Vehicle glass repair
Mar 31, 2024Fund LettersAVI Global TrustNWSA News Corp Communication ServicesPublishing Bull NASDAQdiscount to NAV, Dow Jones, margin expansion, media, Professional Information, Publishing, recurring revenue, Structural changes, Sum-of-the-Parts, value unlock
Mar 31, 2024Fund LettersAppalaches CapitalGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, Behavioral Mispricing, contrarian, cost-cutting, market dominance, search engine, technology
Mar 31, 2024Fund LettersAppalaches CapitalPLX Pluxee N.V. Information TechnologyData Processing & Outsourced Services Bull Euronext Parisduopoly, Employee Benefits, European Equity, Float Income, Payments Network, Prepaid Cards, regulatory barriers, spinoff
Mar 31, 2024Fund LettersAppalaches CapitalSYENS Syensqo MaterialsSpecialty Chemicals Bull Euronext BrusselsCyclical Recovery, Data Discrepancy, European Equity, high margins, market leadership, specialty chemicals, spinoff

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