Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2023Fund LettersMadison Sustainable Equity FundALLY Eli Lilly & Co Health CarePharmaceuticals Bull NYSEAlzheimer’s, Diabetes, FDA approval, GLP-1, Obesity, pharmaceuticals, pipeline
Mar 31, 2023Fund LettersMadison Sustainable Equity FundUSB US Bancorp FinancialsBanks Bull NYSEacquisition, banking, conservative lending, credit quality, Liquidity, regional bank
Mar 31, 2023Fund LettersMadison Sustainable Equity FundICLR|LLY|PLTR|SNPS|TGT Target Corp Consumer DiscretionaryMultiline Retail Bull NYSEConsumer Discretionary, Margins, Omnichannel, Private-label, retail, same-store sales
Mar 31, 2023Fund LettersMadison Sustainable Equity FundAIRTEL.L TE Connectivity Ltd Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEApplication-specific, automotive, Connectors, Electric Vehicles, EV, Industrial, Sensors
Mar 31, 2023Fund LettersMadison Sustainable Equity FundQCOM Qualcomm Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G, automotive, Cyclical Recovery, IoT, semiconductors, Smartphones, Wireless
Mar 31, 2023Fund LettersMadison Sustainable Equity FundGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Artificial Intelligence, Cost management, Search, technology, YouTube
Mar 31, 2023Fund LettersMadison Sustainable Equity FundADI Analog Devices Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAnalog, automotive, Communications, growth, Industrial, mixed-signal, semiconductors
Mar 31, 2023Fund LettersConestoga Micro Cap CompositeDGII Digi International, Inc. Technology Hardware & EquipmentCommunications Equipment Bull NASDAQAsset Monitoring, Enterprise software, IoT, recurring revenue, SaaS, subscription model, technology hardware, Wireless Communication
Mar 31, 2023Fund LettersConestoga Mid Cap CompositeDGII Digi International, Inc. Technology Hardware & EquipmentCommunications Equipment Bull NASDAQAsset Monitoring, Enterprise software, IoT, recurring revenue, SaaS, subscription model, technology hardware, Wireless Communication
Mar 31, 2023Fund LettersCurreen Capital- Nilörn Group Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Stockholm Stock Exchangecash flow, Design, dividend, Europe, fashion, High ROC, Just-in-Time, Labels, Textiles
Mar 31, 2023Fund LettersCurreen CapitalGETB.L GetBusy Information TechnologyApplication Software Bull London Stock ExchangeAccounting Software, Australia, B2B software, Document management, growth, SaaS, spin-off, UK
Mar 31, 2023Fund LettersSouthernSun SMID CapLPX Louisiana-Pacific Corporation MaterialsPaper & Forest Products Bull NYSEBuilding Products, Engineered Wood, Housing, market share, OSB, Siding, transformation, Value Added
Mar 31, 2023Fund LettersSouthernSun SMID CapWRK WestRock Company MaterialsPaper & Forest Products Bull NYSEConsumer Packaging, Corrugated, Cyclical, Free Cash Flow, Latin America, Mill Optimization, Packaging
Mar 31, 2023Fund LettersSouthernSun SMID CapALDAR.AD Darling Ingredients Food, Beverage & TobaccoFood Products Bull NYSEAcquisitions, Decarbonization, EBITDA, Rendering, renewable energy, Sustainable aviation fuel, vertical integration
Mar 31, 2023Fund LettersSouthernSun SMID CapBCO The Brink's Company Commercial & Professional ServicesCommercial Services & Supplies Bull NYSEATM Services, Cash management, Digital Solutions, Global, margin expansion, organic growth, transformation
Mar 31, 2023Fund LettersSouthernSun SMID CapWSO Watsco Inc. Capital GoodsTrading Companies & Distributors Bull NYSEAcquisitions, defensive, Distribution, HVAC, North America, Repair, Replace, technology
Mar 31, 2023Fund LettersAlluvial Capital ManagementSKYT Skytop Lodge Corp. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull OTCAsset Play, cash flow, Historic Property, Hotel, Poconos, Real Estate, Resort, Tourism, Value
Mar 31, 2023Fund LettersAlluvial Capital ManagementEACO EACO Corp. IndustrialsTrading Companies & Distributors Bull OTCElectrical Components, Essential Products, Fasteners, growth, Industrial distribution, margin expansion, Sales Force, Value
Mar 31, 2023Fund LettersAlluvial Capital ManagementUNI.MI Unidata S.p.A. Communication ServicesAlternative Carriers Bull Borsa Italianaacquisition, broadband, essential services, Fiber Optic, infrastructure, Italian, telecommunications, Undersea Cable, Value
Mar 31, 2023Fund LettersAlluvial Capital ManagementAMPX P10 Inc. FinancialsAsset Management & Custody Banks Bull NYSEalternative assets, asset management, AUM growth, private equity, recurring revenue, Share Buybacks, Value

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