Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Sep 30, 2023	Fund Letters	Oakmark Global Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NYSE	Cloud computing, Database, Digital transformation, Enterprise software, infrastructure, SaaS, Software	Login
Aug 8, 2023	Fund Letters	Montaka Global Investments	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	Artificial Intelligence, digital advertising, growth, Reels, social media, technology, turnaround	Login
Jun 30, 2023	Fund Letters	The Sound Shore Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, Database, Digital transformation, Enterprise software, Legacy Technology, Software	Login
Jun 27, 2023	Fund Letters	Bireme Capital	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	Cost Reduction, digital advertising, efficiency, Layoffs, operating leverage, social media, technology	Login
Mar 31, 2023	Fund Letters	Madison Sustainable Equity Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corp	Information Technology	Software	Bull	NYSE	Cerner, cloud, ERP, HCM, infrastructure, SaaS, transformation	Login
Mar 31, 2023	Fund Letters	Madison Sustainable Equity Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corp	Information Technology	Software	Bull	NYSE	Cerner Acquisition, Cloud computing, cloud infrastructure, ERP, HCM, margin expansion, SaaS	Login
Mar 31, 2023	Fund Letters	ClearBridge Investments All Cap Growth	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	capital allocation, cash flow, cost-cutting, Instagram, operational efficiency, social media, turnaround	Login
Dec 31, 2023	Fund Letters	Harding Loevner Global Equity	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertex Pharmaceuticals	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, CRISPR, Cystic fibrosis, Drug Discovery, gene therapy, Orphan drugs, rare disease, Sickle Cell Disease, Type 1 Diabetes	Login
Dec 31, 2023	Fund Letters	The London Company SMID Cap	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Hasbro Inc.	Consumer Discretionary	Leisure Products	Bull	NASDAQ	Corporate Simplification, Cost Reduction, deleveraging, Dividend Protection, entertainment, Toys, turnaround	Login
-	Fund Letters	Cooper Investors Global Equities Fund (Unhedged)	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Yum China Holdings Inc	Consumer Discretionary	Restaurants	Bull	NYSE	China, Consumer Discretionary, contrarian, Equity, Fast Food, franchise, QSR, store expansion, Value	Login
-	Fund Letters	Aristotle Atlantic Core Equity Strategy	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertex Pharmaceuticals	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, cash-rich, Cystic fibrosis, Monopoly, Pain Management, pipeline, rare diseases, Sickle Cell Disease	Login
-	Fund Letters	ClearBridge Investments Mid Cap Growth Strategy	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertiv Holdings Co	Information Technology	Technology Hardware, Storage & Peripherals	Bull	NYSE	AI infrastructure, data centers, growth, liquid cooling, Power management, technology hardware, thermal management	Login
Feb 23, 2023	Fund Letters	Saltlight Capital	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad Targeting, Artificial Intelligence, digital advertising, iOS Privacy Changes, network effects, Performance Marketing, Personalization, programmatic advertising, social media, user engagement	Login
Sep 30, 2023	Fund Letters	Aristotle Atlantic Core Equity Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms, Inc.	Communication Services	Interactive Media & Services	Bull	NASDAQ	Artificial Intelligence, digital advertising, efficiency, Messenger, Olympics, Political advertising, Reels, social media, technology, user engagement	Login
Sep 30, 2023	Fund Letters	Aristotle Atlantic Core Equity Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cerner, cloud infrastructure, Database, Enterprise software, Oci, SaaS, synergies, technology	Login
Dec 31, 2023	Fund Letters	NCG SMID Cap Growth Strategy	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertiv Holdings	Information Technology	Electronic Equipment & Instruments	Bull	NYSE	AI, backup power, Cloud computing, Datacenter infrastructure, margin expansion, Pure-Play, secular growth, thermal management	Login
Sep 30, 2023	Fund Letters	Mar Vista Strategic Growth Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NYSE	Cloud computing, Database, Digital transformation, Enterprise software, ERP, generative AI, Hyperscale Cloud, SaaS	Login
Oct 9, 2023	Fund Letters	Artemis US Select Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI investment, cost-cutting, data centers, digital advertising, growth story, Platform Transition, social media	Login
-	Fund Letters	Kovitz Core Equity	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Hasbro	Consumer Discretionary	Leisure Products	Bull	NASDAQ	brand portfolio, Games, IP monetization, Magic The Gathering, margin expansion, new management, Toys, turnaround	Login
Jul 1, 2023	Fund Letters	Wedgewood Partners	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI infrastructure, Artificial Intelligence, digital advertising, growth, revenue acceleration, social media, technology, user engagement	Login

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