Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2023Fund LettersDeep Sail Capital PartnersRCMT RCM Technologies IndustrialsHuman Resource & Employment Services Bull NASDAQBehavioral Therapy, capital allocation, Engineering services, Grid Infrastructure, Healthcare Staffing, It consulting, renewable energy, School Systems, Share Buybacks, Talent Services
Jun 30, 2023Fund LettersDiamond Hill InternationalCCS.TO Capstone Copper MaterialsMetals & Mining Bull Toronto Stock Exchangealternative energy, Canada, Chile, copper mining, Cost Reduction, M&A Target, Mantoverde Expansion, Mexico
Jun 30, 2023Fund LettersDiamond Hill InternationalAFM.TO First Quantum Minerals MaterialsMetals & Mining Bull Toronto Stock Exchangealternative energy, Canada, copper mining, Low-cost producer, M&A Target, Panama, supply constraints, Zambia
Jun 30, 2023Fund LettersDiamond Hill InternationalFERG.L Ferguson IndustrialsTrading Companies & Distributors Bull London Stock ExchangeDistribution, HVAC, industry consolidation, market leader, North America, Plumbing, Scale Advantages, UK
Jun 30, 2023Fund LettersDiamond Hill InternationalEPIA.ST Epiroc IndustrialsMachinery Bull Stockholm Stock Exchangeaftermarket services, Atlas Copco Spinoff, cyclical industry, duopoly, Geographic Diversification, Mining equipment, Sweden
Jun 30, 2023Fund LettersDiamond Hill InternationalDNP.WA Dino Polska Consumer StaplesFood & Staples Retailing Bull Warsaw Stock ExchangeBalance Sheet Discipline, discount retail, inflation hedge, market share gains, Poland, store expansion, Ukrainian Refugees
Jun 30, 2023Fund LettersDiamond Hill International- FEMSA (Fomento Economico Mexicano) Consumer StaplesFood & Staples Retailing Bull NYSEAsset Divestiture, Beverage Retail, capital allocation, Mexico, shareholder returns, value unlock
Jun 30, 2023Fund LettersDiamond Hill InternationalACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA Spotify Technology Communication ServicesInteractive Media & Services Bull NYSECustomer Acquisition, Digital Music Streaming, Media Services, profitability, SaaS, Sweden, User growth
Jun 30, 2023Fund LettersDiamond Hill Large Cap StrategyICLR|LLY|PLTR|SNPS|TGT Target Consumer DiscretionaryGeneral Merchandise Stores Bull NYSEinventory management, Margin recovery, market share, Mass retail, merchandising, Omnichannel, Real Estate
Jun 30, 2023Fund LettersDiamond Hill Large Cap StrategyFERG Ferguson IndustrialsTrading Companies & Distributors Bull NYSEDistribution, Fragmented Industry, HVAC, index inclusion, margin expansion, market leader, Plumbing, Scale Advantages
Jun 30, 2023Fund LettersDiamond Hill Large Cap StrategyAMZN Amazon Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArtificial Intelligence, AWS, Cloud computing, Competitive advantages, e-commerce, growth, Retail Profitability
Jun 30, 2023Fund LettersDiamond Hill Large Cap StrategyBRK/A|CSGP|KMX CarMax Consumer DiscretionarySpecialty Retail Bull NYSEAuto retail, competitive positioning, cost structure, Industry leader, margin expansion, market share, used car retail
Jun 30, 2023Fund LettersDiamond Hill Large Cap StrategyAIG American International Group FinancialsInsurance Bull NYSEAsset Sale, cash flow, Insurance, P&C insurance, Reinsurance, share repurchase, turnaround, underwriting
Jun 30, 2023Fund LettersDiamond Hill Small Cap FundUFPT UFP Technologies Health CareHealth Care Equipment Bull NASDAQAcquisitions, Custom Manufacturing, Free Cash Flow, Geographic Diversification, Healthcare Equipment, margin expansion, medical technology, organic growth
Jun 30, 2023Fund LettersDiamond Hill Small Cap FundGRBK Green Brick Partners Consumer DiscretionaryHomebuilding Bull NASDAQbalance sheet strength, Cyclical, Dallas-Fort Worth, homebuilder, housing market, land development, Management Quality, Real Estate
Jun 30, 2023Fund LettersCooper Investors Global Equities Fund (Unhedged)ACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA Interactive Brokers Group Inc FinancialsCapital Markets Bull NASDAQAutomation, Capital markets, Fintech, founder-led, high margins, Interest rates, Online Brokerage, technology
Jun 30, 2023Fund LettersCooper Investors Global Equities Fund (Unhedged)CDW CDW Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQasset-light, Enterprise software, High returns, IT Complexity, IT distribution, Technology Services, Value-Added Reseller
Jun 30, 2023Fund LettersCooper Investors Global Equities Fund (Unhedged)ULTA Ulta Beauty Inc Consumer DiscretionarySpecialty Retail Bull NASDAQBeauty, Cosmetics, loyalty program, Recession-Resilient, retail, Specialty retail, store expansion, US consumer
Jun 30, 2023Fund LettersCooper Investors Global Equities Fund (Unhedged)8035.T Tokyo Electron Limited Information TechnologySemiconductors & Semiconductor Equipment Bull Tokyo Stock ExchangeAI infrastructure, Cyclical, Japan, Manufacturing Equipment, oligopoly, semiconductor equipment, SPE
Jun 30, 2023Fund LettersCooper Investors Global Equities Fund (Unhedged)AIR FP|ICLR|LIN|MRVL|NOW|TSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Cyclical, Foundry, high-performance computing, Leading Edge, manufacturing, semiconductors, Taiwan

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