Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2023Fund LettersFMI International EquityDGE.L Diageo PLC Consumer StaplesDistillers & Vintners Bull LSEbrand portfolio, consumer staples, Emerging markets, market leader, premiumization, Spirits, UK, Value
Dec 31, 2023Fund LettersFMI International EquityCARR Carrier Global Corp. IndustrialsBuilding Products Bull NYSEheat pumps, HVAC, Industrials, oligopoly, portfolio transformation, spinoff, turnaround, Value
Dec 31, 2023Fund LettersFMI International EquityBJ BJ's Wholesale Club Holdings Inc. Consumer StaplesHypermarkets & Super Centers Bull NYSEconsumer staples, market share gains, membership model, recurring revenue, retail, turnaround, Value, Warehouse club
Dec 31, 2023Fund LettersAristotle Value Equity FundUSB U.S. Bancorp BanksDiversified Banks Bull NYSEbanking, California, Deposit Share, fee income, operating efficiency, regional bank, shareholder returns, synergies, Union Bank Acquisition, Value, West Coast
Dec 31, 2023Fund LettersAristotle Value Equity FundTDY Teledyne Technologies Technology Hardware & EquipmentElectronic Equipment, Instruments & Components Bull NYSEAcquisitions, Aerospace, autonomous driving, Defense, Digital Imaging, environmental monitoring, FLIR Systems, Free Cash Flow, Industrial technology, Sensors, Surveillance, Thermal Imaging, Value
Dec 31, 2023Fund LettersSouthernSun Small CapSAM Boston Beer Company, Inc. Consumer StaplesBrewers Bull NYSEalcoholic beverages, brand portfolio, consumer staples, Equity, margin expansion, operational efficiency, share repurchases, Twisted Tea
Dec 31, 2023Fund LettersSouthernSun Small CapBBDC4.SA Belden Inc. Information TechnologyElectronic Equipment, Instruments & Components Bull NYSE5G infrastructure, automotive, cloud services, Destocking, Equity, Industrial automation, networking solutions, Specialty Technology
Dec 31, 2023Fund LettersSouthernSun Small CapABDY.L Dycom Industries, Inc. IndustrialsConstruction & Engineering Bull NYSEBEAD Program, Construction services, Equity, Fiber Infrastructure, government funding, margin expansion, telecommunications
Dec 31, 2023Fund LettersSouthernSun Small CapARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Live Oak Bancshares, Inc. FinancialsRegional Banks Bull NASDAQBranchless Model, credit quality, Equity, interest rate sensitivity, regional bank, SBA lending, small business, Technology-Enabled Banking
Dec 31, 2023Fund LettersBronte Capital Amalthea FundHIBB Hibbett Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQAfrican American Market, Bull, Nike Partnership, Share Buybacks, small-cap, Sneakers, Specialty retail, Streetwear
Dec 31, 2023Fund LettersBronte Capital Amalthea FundKRTX Karuna Therapeutics Inc. Health CareBiotechnology Bear NASDAQBear, biotechnology, clinical trial, drug development, FDA approval, M&A, Schizophrenia
Dec 31, 2023Fund LettersBronte Capital Amalthea FundCVNA Carvana Co. Consumer DiscretionarySpecialty Retail Bear NYSEbankruptcy risk, Bear, Distressed, e-commerce, Equity Stub, leverage, used car retail
Dec 31, 2023Fund LettersSouthernSun SMID CapADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Floor & Décor Holdings Consumer DiscretionarySpecialty Retail Bull NYSEDirect Sourcing, Equity, hard-surface flooring, market share gains, Specialty retail, store expansion, Unit economics, Warehouse Format
Dec 31, 2023Fund LettersSouthernSun SMID CapSAM Boston Beer Company, Inc. Consumer StaplesBeverages Bull NASDAQalcoholic beverages, brand portfolio, Equity, margin expansion, operational efficiency, share repurchases, Truly Hard Seltzer, Twisted Tea
Dec 31, 2023Fund LettersSouthernSun SMID CapBBDC4.SA Belden Inc. Information TechnologyElectronic Equipment, Instruments & Components Bull NYSE5G Deployment, Customer Innovation, Destocking Cycle, Equity, Global Supplier, Industrial automation, Reliable Networks, Specialty Networking
Dec 31, 2023Fund LettersSouthernSun SMID CapAER|AWI|MUSA|NEU|SAIA|WTM Armstrong World Industries, Inc. MaterialsBuilding Products Bull NYSEBuilding Products, Ceiling Systems, Commercial Construction, defensive, Diversified End Markets, Equity, market leader, Pricing power
Dec 31, 2023Fund LettersSouthernSun SMID CapABDY.L Dycom Industries, Inc. IndustrialsConstruction & Engineering Bull NYSEBEAD Program, Construction services, engineering, Equity, Fiber networks, government funding, telecommunications infrastructure, Utility Services
Dec 31, 2023Fund LettersL1 Capital Long Short FundAZJ.AX Aurizon Holdings Limited IndustrialsRoad & Rail Bull ASXAustralia, Coal Transport, Dividend Growth, infrastructure, Rail Infrastructure, regulated utility
Dec 31, 2023Fund LettersL1 Capital Long Short FundCNU.NZ Chorus Limited Communication ServicesDiversified Telecommunication Services Bull NZXDividend Growth, Fiber, infrastructure, Monopoly, New Zealand, telecommunications
Dec 31, 2023Fund LettersL1 Capital Long Short FundIMD.AX Imdex Limited EnergyEnergy Equipment & Services Bull ASXDrilling, growth, market leader, Mining Services, Mining Technology, technology

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