Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2023Fund LettersBernzott Capital Advisors - US Small CapENOV Enovis Health CareHealth Care Equipment & Supplies Bull NYSEAmbulatory surgery, M&A, margin expansion, medical technology, New products, Reconstructive, strong balance sheet
Jun 30, 2023Fund LettersBernzott Capital Advisors - US Small CapFWRD. GDEN Golden Entertainment Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQcapital investment, casino, Convention market, Events calendar, Gaming, Nevada, Pure-Play, STRAT property
Jun 30, 2023Fund LettersBernzott Capital Advisors - US Small CapLPRO Open Lending FinancialsConsumer Finance Bull NASDAQAuto lending, credit unions, Fintech, Lending enablement, Near-prime, Risk analytics, volume growth
Jun 30, 2023Fund LettersBernzott Capital Advisors - US Small CapAPG APi Group IndustrialsCommercial Services & Supplies Bull NYSEdefensive, economic uncertainty, Industrials, inspection services, Margin execution, recurring revenue, Revenue Growth
Jun 30, 2023Fund LettersBernzott Capital Advisors - US Small CapEHC Encompass Health Health CareHealth Care Facilities Bull NYSEexpansion, healthcare, Labor Costs, market share, Post-Acute Care, Rehabilitation, volume growth
Jun 30, 2023Fund LettersDesert Lion CapitalART.JO Argent Industrial IndustrialsIndustrial Conglomerates Bull Johannesburg Stock Exchangecapital allocation, debt-free, Fuel Storage, industrial conglomerate, international diversification, manufacturing, Mining equipment, Rail Systems, Share Buybacks, South Africa, Steel Trading, turnaround, Value
Jun 30, 2023Fund LettersSandon CapitalIDT.AX IDT Australia Health CarePharmaceuticals Bull ASXAustralia, capital expenditure, Growth Funding, Manufacturing Assets, new management, pharmaceutical manufacturing, turnaround
Jun 30, 2023Fund LettersSandon CapitalBCI.AX BCI Minerals Ltd MaterialsFertilizers & Agricultural Chemicals Bull ASXAustralia, Equity Raising, inflation impact, Mining Development, Offtake Agreements, Potash, Project Finance, Salt
Jun 30, 2023Fund LettersSandon CapitalFWD.AX Fleetwood Ltd IndustrialsConstruction & Engineering Bull ASXAccommodation Services, Australia, construction, Contracted Revenue, Green Energy, Mining, Resources Sector, Take-or-Pay
Jun 30, 2023Fund LettersSandon CapitalMFG.AX Magellan Financial Group Ltd FinancialsAsset Management & Custody Banks Bull ASXactivist campaign, asset management, Australia, capital return, Fund Outflows, Governance, turnaround, undervalued
Jun 30, 2023Fund LettersEast72 HoldingsODET.PA Compagnie de L'Odet FinancialsDiversified Financial Services Bull Euronext Paris100-bagger, Bolloré, Control premium, Corporate action, discount to NAV, family-controlled, france, holding company, Squeeze-Out, Value
Jun 30, 2023Fund LettersEast72 HoldingsBOL.PA Bolloré IndustrialsIndustrial Conglomerates Bull Euronext ParisAsset Sale, complex structure, conglomerate, Corporate Restructuring, discount to NAV, family-controlled, france, Logistics, media, Value
Jun 30, 2023Fund LettersClearBridge Investments All Cap GrowthCLH Clean Harbors IndustrialsEnvironmental & Facilities Services Bull NYSEdefensive, environmental services, Free Cash Flow, Hazardous Waste, industrial services, industry consolidation, Regulatory Moat
Jun 30, 2023Fund LettersClearBridge Investments All Cap GrowthAIR FP|ICLR|LIN|MRVL|NOW|TSM Marvell Technology Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G, AI infrastructure, automotive, data center, Networking, semiconductors, Storage, technology, Value
Jun 30, 2023Fund LettersClearBridge Investments Dividend StrategyCOF Capital One Financial Corporation FinancialsConsumer Finance Bull NYSEbanking, consumer finance, credit cards, Credit risk, Cyclical, financial services, interest rate risk
Jun 30, 2023Fund LettersClearBridge Investments Dividend StrategyPSA Public Storage Real EstateSpecialized REITs Bull NYSEdividend, Free Cash Flow, Pricing power, Real Estate, REITs, Self-storage, Supply-Demand
Jun 30, 2023Fund LettersClearBridge Investments Large Cap Growth StrategyINTU Intuit Inc. Information TechnologySoftware Bull NASDAQAccounting, ARPU growth, SaaS, small business, Software, TAM expansion, tax preparation
Jun 30, 2023Fund LettersClearBridge Investments Large Cap Growth StrategyAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data center, Gaming, generative AI, Gpu, growth, Pricing power, semiconductors
Jun 30, 2023Fund LettersFMI All Cap EquityROG.SW Roche Holding AG Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bull SIX Swiss Exchangebiotechnology, diagnostics, family control, healthcare, pharmaceuticals, pipeline, R&D, Switzerland, Value
Jun 30, 2023Fund LettersFMI All Cap EquityCDW CDW Corporation Technology Hardware & EquipmentTechnology Distributors Bull NASDAQCyclical, IT distribution, market share, Returns on Capital, services, Software, technology, Value

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