Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthACN Accenture plc Information TechnologyIT Services Bull NYSEArtificial Intelligence, cloud migration, Consulting, cybersecurity, Digital transformation, IT services, professional services
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthALLY Eli Lilly and Company Health CarePharmaceuticals Bull NYSEAlzheimer’s, blockbuster drug, Clinical trials, Diabetes, Mounjaro, Obesity, pharmaceuticals
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthHUBS HubSpot Inc Information TechnologySoftware Bull NYSEcash flow, Cost management, cross-selling, Customer Revenue, Marketing automation, SaaS
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthAMZN Amazon.com Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, Cost management, e-commerce, Fulfillment Centers, operational efficiency
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthCRM Salesforce Inc Information TechnologySoftware Bull NYSECloud software, CRM, Expense Management, operational efficiency, SaaS, shareholder returns
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQcapital allocation, cash flow, cost-cutting, Instagram, operational efficiency, social media, turnaround
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced computing, Artificial Intelligence, Cloud computing, data centers, Digital transformation, Graphics Processing Units, semiconductors
Mar 31, 2023Fund LettersDiamond Hill Large Cap StrategyRRX Regal Rexnord Corporation IndustrialsElectrical Equipment Bull NYSEAutomation, electric motors, Electrification, energy efficiency, HVAC, Industrial Equipment, M&A Synergies, Motion Control, Re-shoring
Mar 31, 2023Fund LettersDiamond Hill Large Cap StrategyLEA Lear Corporation Consumer DiscretionaryAuto Components Bull NYSEautomotive seating, Automotive Supplier, cash generation, Global Manufacturing, ICE/EV Agnostic, intrinsic value, Market Selloff
Mar 31, 2023Fund LettersDiamond Hill Large Cap StrategyALL Allstate FinancialsInsurance Bull NYSEAuto Insurance, brand recognition, Claims Inflation, Homeowners Insurance, Pricing power, Property & Casualty Insurance, Scale Advantages
Mar 31, 2023Fund LettersDiamond Hill Large Cap StrategyTFC Truist Financial FinancialsBanks Bull NYSEContrarian Value, insurance brokerage, Southeastern US, Sticky Deposits, Super-Regional Bank, Undervalued Assets, uninsured deposits
Mar 31, 2023Fund LettersDiamond Hill Large Cap StrategyFRC First Republic Bank FinancialsBanks Bear NYSEBanking Crisis, credit quality, exit strategy, liquidity risk, regional bank, risk management, uninsured deposits
Mar 31, 2023Fund LettersDiamond Hill Mid CapDFISX Fidelity National Information Services Information TechnologyData Processing & Outsourced Services Bull NYSEattractive valuation, banking technology, Capital markets, Data Processing, financial technology, recurring revenue, Resilient Business, Technology Outsourcing, Worldpay Spinoff
Mar 31, 2023Fund LettersDiamond Hill Mid CapAAPL|MSFT|NFLX|NVDA|UNH Stifel Financial Corp FinancialsInvestment Banking & Brokerage Bull NYSEAdvisor Count, assets under management, Brokerage, diversified business model, financial services, investment banking, Low Lending Risk, secular growth, wealth management
Mar 31, 2023Fund LettersDiamond Hill Mid CapALL Allstate Corporation FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, brand strength, Claims Costs, Homeowners Insurance, market leader, Pricing power, Property & Casualty Insurance, Scale Advantages
Mar 31, 2023Fund LettersDiamond Hill Mid CapARW Arrow Electronics Information TechnologyTechnology Distributors Bull NYSEcash flow generation, debt reduction, Electronic Components, enterprise solutions, Global Distributor, share repurchases, Technology Distributor
Mar 31, 2023Fund LettersDiamond Hill Mid CapCNVRG PM NVR Inc Consumer DiscretionaryHomebuilding Bull NYSEConsumer Discretionary, Home Sales, homebuilder, Housing, Interest Rate Sensitive, mortgage rates, Real Estate
Mar 31, 2023Fund LettersDiamond Hill Mid CapAEO|ASH|ASUR|AZZ|DCO|FA|FBIN|GHM|LEU|NSP|RRR|UTZ Red Rock Resorts Consumer DiscretionaryCasinos & Gaming Bull NASDAQcasino, Consumer Discretionary, entertainment, Gaming, Las Vegas, Locals Market, Resilient, wage inflation
Mar 31, 2023Fund LettersDiamond Hill Mid CapCUBE CubeSmart Real EstateSpecialized REITs Bull NYSEdefensive, Real Estate, recurring revenue, REIT, Self-storage, steady growth, Storage
Mar 31, 2023Fund LettersDiamond Hill Mid CapESAB ESAB Corporation Capital GoodsMachinery Bull NYSEContinuous Improvement, Emerging markets, Fabrication Technology, Gas Control, Industrial, machinery, margin expansion, organic growth, Welding Automation

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