Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2023Fund LettersCapicraft Investment PartnersIMO.TO Imperial Oil EnergyOil & Gas Exploration & Production Bull Toronto Stock Exchangeasymmetric risk-reward, Canadian Energy, Defensive Energy, Energy Recovery, free cash flow yield, Integrated Oil Producer, Oil Inventories, OPEC Cuts
Mar 31, 2023Fund LettersCapicraft Investment PartnersBUR.L Burford Capital FinancialsSpecialized Finance Bull London Stock ExchangeArgentina Recovery, Catalyst, Court Ruling, High returns, Litigation Finance, Special situations, turnaround, Uncorrelated Returns
Mar 31, 2023Fund LettersMadison Investors FundSCHW Charles Schwab Corporation FinancialsCapital Markets Bull NYSEAsset Gathering, Brokerage, Cash Sorting, Deposits, Independent Advisors, Money Market Funds, Scale Economics, wealth management
Mar 31, 2023Fund LettersMadison Investors FundUSB U.S. Bancorp FinancialsBanks Bull NYSEAsset-Liability Management, Bank, Contagion Risk, Crisis, Deposits, FDIC, financials, Regulatory
Mar 31, 2023Fund LettersMadison Sustainable Equity FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corp Information TechnologySoftware Bull NYSECerner Acquisition, Cloud computing, cloud infrastructure, ERP, HCM, margin expansion, SaaS
Mar 31, 2023Fund LettersMadison Sustainable Equity FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc Health CareHealth Care Providers & Services Bull NYSEdouble-digit growth, Government, health insurance, Healthcare services, Medicare, Private Sector, value-based care
Mar 31, 2023Fund LettersMadison Sustainable Equity FundDHR Danaher Corp Health CareLife Sciences Tools & Services Bull NYSEbiotechnology, competitive position, COVID Normalization, innovation, life sciences, pharmaceuticals, R&D
Mar 31, 2023Fund LettersMadison Sustainable Equity FundALLY Eli Lilly & Co Health CarePharmaceuticals Bull NYSEAlzheimer’s, Diabetes, GLP-1, Mounjaro, Obesity, pharmaceuticals, pipeline
Mar 31, 2023Fund LettersMadison Sustainable Equity FundUSB US Bancorp FinancialsBanks Bull NYSEA- credit rating, banking, conservative lending, defensive, financial strength, Liquidity Coverage, Union Bank Acquisition
Mar 31, 2023Fund LettersMadison Sustainable Equity FundICLR|LLY|PLTR|SNPS|TGT Target Corp Consumer DiscretionaryMultiline Retail Bull NYSEConsumer Discretionary, Omnichannel, operating margins, Owned Brands, 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, Content Growth, Electric Vehicles, Industrial, Sensors
Mar 31, 2023Fund LettersMadison Sustainable Equity FundQCOM Qualcomm Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQ5G, automotive, IoT, semiconductors, Smartphones, turnaround, Wireless
Mar 31, 2023Fund LettersMadison Sustainable Equity FundGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQAI, Artificial Intelligence, Cost management, digital advertising, Internet, Search, technology
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 LettersAoris International FundGGG Graco IndustrialsIndustrial Machinery Bull NYSECost control, Fluid Handling, Industrial Equipment, Long-term Management, manufacturing, market share gains, R&D, Specialized Technology, US Manufacturing, vertical integration
Mar 31, 2023Fund LettersAoris International FundMC.PA LVMH Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Euronext ParisConsumer Discretionary, Europe, family ownership, fashion, growth, high margins, Luxury goods, premium brands, retail, vertical integration
Mar 31, 2023Fund LettersBernzott Capital Advisors - US Small CapPTEN Patterson-UTI Energy EnergyOil, Gas & Consumable Fuels Bull NASDAQcapital discipline, Contract Drilling, Cyclical, Energy Services, High-Spec Rigs, Oil & Gas, Pressure Pumping, Return of Capital
Mar 31, 2023Fund LettersBernzott Capital Advisors - US Small CapHLMN Hillman Solutions Consumer DiscretionarySpecialty Retail Bull NASDAQcash flow generation, Consumer Discretionary, deleveraging, Distribution, Hardware, market leadership, Retail Partnerships, Value
Mar 31, 2023Fund LettersBronte Capital Amalthea FundFCNCA First Citizens BancShares Inc FinancialsRegional Banks Bull NASDAQAsset Acquisition, Bank Failure, discount, loan portfolio, regional bank, Silicon Valley Bank, Value
Mar 31, 2023Fund LettersBronte Capital Amalthea FundHUBS UBS Group AG FinancialsInvestment Banking & Brokerage Bull SIX Swiss ExchangeBank, cost-cutting, merger, Monopoly, regulatory support, risk management, Swiss, wealth management

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