Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2023Fund LettersFMI All Cap EquityARHI Robert Half International Inc. Commercial & Professional ServicesHuman Resource & Employment Services Bull NYSEAI, asset-light, Consulting, Cyclical, Human Resources, professional services, Staffing, technology, Value
Jun 30, 2023Fund LettersFMI International EquityROG.SW Roche Holding AG Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bull SIX Swiss Exchangebiotechnology, diagnostics, family control, First-in-Class, healthcare, pharmaceuticals, pipeline, R&D, Switzerland, Value
Jun 30, 2023Fund LettersFMI International EquityCDW CDW Corporation Technology Hardware & EquipmentTechnology Distributors Bull NASDAQCyclical, Distributor, growth, IT Solutions, market share, Reseller, Scale Advantages, services, Software, technology, Value
Jun 30, 2023Fund LettersFMI International EquityARHI Robert Half International Inc. Commercial & Professional ServicesHuman Resource & Employment Services Bull NYSEAccounting, AI, asset-light, Consulting, Cyclical, Human Resources, market leader, professional services, Staffing, technology, Value
Jun 30, 2023Fund LettersFMI Large 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 Large Cap EquityCDW CDW Corporation Technology Hardware & EquipmentTechnology Distributors Bull NASDAQCyclical, Distributor, growth, IT Solutions, market share, services, Software, technology, Value
Jun 30, 2023Fund LettersFMI Large Cap EquityARHI Robert Half International Inc. Commercial & Professional ServicesHuman Resource & Employment Services Bull NYSEAI, asset-light, Consulting, Cyclical, Human Resources, professional services, Staffing, technology, Value
Jun 30, 2023Fund LettersFMI Small Cap EquityROG.SW Roche Holding AG Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bull SIX Swiss Exchangebiotechnology, diagnostics, family control, healthcare, International, pharmaceuticals, pipeline, R&D, Swiss, Value
Jun 30, 2023Fund LettersFMI Small Cap EquityCDW CDW Corporation Technology Hardware & EquipmentTechnology Distributors Bull NASDAQCyclical, Distributor, growth, IT Solutions, large-cap, market share, services, Software, technology, Value
Jun 30, 2023Fund LettersFMI Small Cap EquityARHI Robert Half International Inc. Commercial & Professional ServicesHuman Resource & Employment Services Bull NYSEAI, asset-light, Consulting, Cyclical, Human Resources, professional services, small-cap, Staffing, technology, Value
Jun 30, 2023Fund LettersOakmark FundIQV IQVIA Holdings Inc. Health CareLife Sciences Tools & Services Bull NYSEBiotech, Clinical trials, Cro, Digital Capabilities, life sciences, personalized medicine, Real-world Evidence
Jun 30, 2023Fund LettersOakmark FundFCNCA First Citizens BancShares, Inc. FinancialsRegional Banks Bull NASDAQlow-cost deposits, regional bank, Silicon Valley Bank, Southeast, tangible book value, Value, West Coast
Jun 30, 2023Fund LettersOakmark FundACEL Celanese Corp. MaterialsChemicals Bull NYSEAcetic Acid, Chemicals, Cost Leader, Cyclical, Engineered Polymers, Normalized Earnings, Value
Jun 30, 2023Fund LettersOakmark FundCSL Carlisle Companies Incorporated MaterialsBuilding Products Bull NYSEBuilding materials, Commercial Roofing, construction, market leader, Pricing power, Value
Jun 30, 2023Fund LettersOakmark FundBAX Baxter International Inc. Health CareHealth Care Equipment Bull NYSEdefensive, Healthcare Equipment, Margin recovery, Medical devices, Normalized Earnings, Value
Jun 30, 2023Fund LettersOakmark Fund- International Small CapSPNS Sapiens International Corporation Information TechnologyApplication Software Bull NASDAQcloud migration, Customer Stickiness, Insurance-software, Israel, margin expansion, Mission-critical systems
Jun 30, 2023Fund LettersOakmark Fund- International Small CapENX.PA Euronext FinancialsFinancial Exchanges & Data Bull Euronext Parisdefensive business, Europe, M&A Integration, margin expansion, Market Infrastructure, stock exchange
Jun 30, 2023Fund LettersOakmark Fund- International Small Cap- Adecco Group AG IndustrialsHuman Resource & Employment Services Bull SIX Swiss ExchangeCyclical Recovery, Human Resources, new management, Staffing Services, Switzerland, turnaround
Jun 30, 2023Fund LettersOakmark Fund- International Small CapVPLAY.ST Viaplay Group Communication ServicesInteractive Media & Services Bull Nasdaq StockholmCEO transition, Nordic Markets, Sports Content, Streaming Media, Sweden, turnaround
Jun 30, 2023Fund LettersOakmark Fund- International Small CapSWON.SW SoftwareOne Information TechnologyIT Consulting & Other Services Bull SIX Swiss ExchangeBoard Independence, Private Equity Bid, Software Services, Switzerland, undervalued, Value-Added Reseller

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