Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersWasatch Small Cap Growth StrategyYETI YETI Holdings, Inc. Consumer DiscretionaryLeisure Products Bull NYSEConsumer Discretionary, debt-free, high margins, Holiday Shopping, Outdoor Recreation, Premium Brand, Product Recall Recovery
Sep 30, 2023Fund LettersWasatch Small Cap Growth StrategyOLLI Ollie's Bargain Outlet Holdings, Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQcomparable-store sales, Consumer Discretionary, discount retail, inflation hedge, inventory management, Specialty retail, value proposition
Sep 30, 2023Fund LettersROCKLINC Partners FundTSU.TO Trisura Group Ltd FinancialsInsurance Bull Toronto Stock ExchangeCanada, conservative management, fee-based revenue, Fronting Business, growth, Niche markets, Reinsurance, specialty insurance, Surety Bonds, underwriting
Sep 30, 2023Fund LettersStenham Asset Management0GEG LN General Electric Company IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, Aircraft engines, barriers to entry, Joint venture, MRO, oligopoly, secular growth
Sep 30, 2023Fund LettersStenham Asset ManagementMC.PA LVMH Moët Hennessy Louis Vuitton Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Euronext Parisbrand strength, China, Consumer Discretionary, Cyclical, Luxury goods, macro headwinds, valuation
Sep 30, 2023Fund LettersStenham Asset ManagementADYEN Adyen N.V. Information TechnologyData Processing & Outsourced Services Neutral Euronext AmsterdamCompetition, Fintech, growth deceleration, North America, Omnichannel, Payments, valuation
Sep 30, 2023Fund LettersStenham Asset ManagementGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, digital advertising, Ecosystem, innovation, market dominance, Search, technology
Sep 30, 2023Fund LettersStenham Asset ManagementUMG.AS Universal Music Group Communication ServicesEntertainment Bull Euronext AmsterdamAI, Content, entertainment, Music, Revenue-sharing, royalties, Streaming
Sep 30, 2023Fund LettersAVI Global Trust- Symphony International Holdings FinancialsAsset Management & Custody Banks Bull London Stock Exchangeactivist, Corporate Governance, discount to NAV, Equity, investment company, Portfolio Realization, UK, value unlock
Sep 30, 2023Fund LettersAVI Global TrustSCHB.OL Schibsted ASA Communication ServicesInteractive Media & Services Bull Oslo Stock ExchangeCorporate Restructuring, discount to NAV, Equity, media, network effects, Norway, Online Classifieds, Value
Sep 30, 2023Fund LettersBaron FinTech FundACGL Arch Capital Group Ltd. FinancialsProperty & Casualty Insurance Bull NASDAQbook value growth, Cycle Management, Data Analytics, Hard Market, Property & Casualty Insurance, ROE, underwriting discipline
Sep 30, 2023Fund LettersBaron FinTech FundMORN Morningstar, Inc. FinancialsResearch & Consulting Services Bull NASDAQData Assets, financial data, Investment Research, Margin recovery, operational efficiency, Pricing power, subscription revenue
Sep 30, 2023Fund LettersBaron FinTech FundCARTRADE.NS Tradeweb Markets Inc. FinancialsFinancial Exchanges & Data Bull NASDAQcorporate bonds, Electronic Trading, Electronification, fixed income, Interest Rate Trading, market share gains, network effects
Sep 30, 2023Fund LettersBaron FinTech FundINTU Intuit Inc. Information TechnologyApplication Software Bull NASDAQAccounting Software, Artificial Intelligence, Higher-Value Services, market leadership, SaaS, small business, tax preparation
Sep 30, 2023Fund LettersBaron FinTech FundAPO Apollo Global Management, Inc. FinancialsAsset Management & Custody Banks Bull NYSEAlternative Asset Manager, Annuities, Banking Distress, Higher Yields, Insurance, market share gains, Private Credit
Sep 30, 2023Fund LettersBaron Global Advantage FundVTWIX Wix.com Ltd. Information TechnologyApplication Software Bull NASDAQAI, Cloud software, FCF margins, Partners segment, profitability, SaaS, small business, Website builder
Sep 30, 2023Fund LettersBaron Global Advantage FundCPNG Coupang, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAutomation, e-commerce, Fulfillment, growth, Logistics, market share, Next-day delivery, South Korea
Sep 30, 2023Fund LettersPalm Harbour CapitalOCN.L Ocean Wilsons Holdings Limited FinancialsInvestment Banking & Brokerage Bull London Stock ExchangeBrazil, container terminals, discount to NAV, holding company, liquidation value, Maritime Services, strategic review, Sum-of-parts, Tugboat Operator, value unlock
Sep 30, 2023Fund LettersContrarius Global Equity FundAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising platform, AI-as-a-Service, Artificial Intelligence, AWS, Cloud computing, e-commerce, Equity, foundation models, Logistics, Prime, Third-party marketplace
Sep 30, 2023Fund LettersEquity Management AssociatesLGC.V Lavras Gold Corp. MaterialsGold Bull TSX Venture ExchangeAlkaline, Brazil, Caldera, Discovery, Drilling, Equity, Exploration, Gold, Mining, Resource, Volcanic

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