Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2023Fund LettersOakmark Fund- International Small CapAPPS.MC Applus Services IndustrialsResearch & Consulting Services Bull Madrid Stock Exchangeinspection services, M&A, Private Equity Interest, Spain, Testing Services, undervalued
Jun 30, 2023Fund LettersOakmark Fund- International Small CapSOW.DE Software AG Information TechnologySystems Software Bull XETRABusiness Process Management, Enterprise software, Germany, M&A, Private Equity Takeover, undervalued
Jun 30, 2023Fund LettersOakmark Global FundIQV IQVIA Holdings Inc Health CareLife Sciences Tools & Services Bull NYSEBiotech, Clinical research, Cro, Decentralized Trials, Digital Capabilities, personalized medicine, Real-world Evidence
Jun 30, 2023Fund LettersOakmark Global FundDHR Danaher Corporation Health CareLife Sciences Tools & Services Bull NYSEbiologics, Bioprocessing, COVID Headwinds, diagnostics, Genomics, life sciences, operational excellence
Jun 30, 2023Fund LettersOakmark Global FundCRBG Corebridge Financial FinancialsLife & Health Insurance Bull NYSEAIG, education market, life insurance, Retirement Services, spin-off, Value, Variable Annuity
Jun 30, 2023Fund LettersOakmark International Fund6098.T Recruit Holdings Co., Ltd. IndustrialsHuman Resource & Employment Services Bull Tokyo Stock ExchangeEntrepreneurial Culture, Hiring Transaction, Human Resources, Indeed, Japan, Job Matching, Labor Markets, Platform business, Under-monetized, Unit economics
Jun 30, 2023Fund LettersOakmark International FundBMRI.JK Bank Mandiri (Persero) Tbk FinancialsBanks Bull Indonesia Stock ExchangeCASA Market Share, cost efficiencies, Demographics, digital banking, Indonesian Banking, Loan Re-pricing, market leadership, net interest margin, return on equity, State-Owned Enterprise
Jun 30, 2023Fund LettersOakmark International FundBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, Corporate Restructuring, e-commerce, EBITA Multiple, Free Cash Flow, market share, Platform business, share repurchases, shareholder returns, valuation
Jun 30, 2023Fund LettersOakmark International FundBMW.DE BMW AG Consumer DiscretionaryAutomobile Manufacturers Bull XETRAAutomotive Manufacturing, Battery-Electric, EBIT margin, Electric Vehicles, Electrification Strategy, Germany, luxury automobiles, Premium Brand, Premium Positioning, Product Mix
Jun 30, 2023Fund LettersOakmark Select FundCOP ConocoPhillips EnergyOil, Gas & Consumable Fuels Bull NYSEcapital allocation, dividends, energy, Exploration & Production, Liquified Natural Gas, LNG, Oil & Gas, share repurchases, undervalued, Value
Jun 30, 2023Fund LettersRiverPark Large GrowthZTS Zoetis Inc. Health CarePharmaceuticals Bull NYSEAnimal Health, Blockbuster Drugs, diagnostics, Global Population, high margins, Pet Spending, pharmaceuticals, secular growth, vaccines
Jun 30, 2023Fund LettersRiverPark Large GrowthCOST Costco Wholesale Corporation Consumer StaplesHypermarkets & Super Centers Bull NASDAQconsumer staples, Customer loyalty, global expansion, market share, Membership, Omnichannel, Private-label, retailer
Jun 30, 2023Fund LettersRiverPark Long/Short Opportunity FundZTS Zoetis Inc. Health CarePharmaceuticals Bull NYSEAnimal Health, Blockbuster Drugs, capital allocation, Companion Animals, diagnostics, Livestock, pharmaceuticals, R&D, vaccines
Jun 30, 2023Fund LettersRiverPark Long/Short Opportunity FundCOST Costco Wholesale Corporation Consumer StaplesHypermarkets & Super Centers Bull NASDAQconsumer staples, Customer loyalty, market share, Membership, Omnichannel, Private-label, retailer, Warehouse
Jun 30, 2023Fund LettersRondure New World FundWESTLIFE.NS Westlife Foodworld Limited Consumer DiscretionaryRestaurants Bull National Stock Exchange of IndiaConsumer Discretionary, franchise, India, McDonald's, Middle Class, Multi-decade Growth, Restaurants
Jun 30, 2023Fund LettersRondure New World Fund2120.T Lifull Co Ltd Communication ServicesInteractive Media & Services Bull Tokyo Stock Exchangedigital platform, Foreign Investment, Japan, Micro-cap, Online Services, Property Technology, Real Estate
Jun 30, 2023Fund LettersRondure New World Fund- China Tourism Group Duty Free Corporation Limited Consumer DiscretionarySpecialty Retail Bull Hong Kong Stock ExchangeChina, duty-free, Economic Reopening, Luxury goods, services, Tourism, Travel Retail
Jun 30, 2023Fund LettersRondure New World Fund2020.HK Anta Sports Products Limited Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull Hong Kong Stock Exchangeathletic apparel, China, Consumption, Domestic Recovery, Economic Reopening, services, Sporting goods
Jun 30, 2023Fund LettersRondure New World Fund2331.HK Li Ning Company Limited Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull Hong Kong Stock Exchangeathletic apparel, China, Consumption, Domestic Recovery, Economic Reopening, services, Sporting goods
Jun 30, 2023Fund LettersRondure New World Fund- Chroma ATE Inc Information TechnologyElectronic Equipment & Instruments Bull Taiwan Stock ExchangeAI, Automated Testing, Electronic Equipment, Hardware Technology, Semiconductor Testing, Taiwan

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