Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2023Fund LettersEast72 HoldingsBAIN.PA Societe des Bains de Mer et du Cercle des Etrangers a Monaco SA Consumer DiscretionaryCasinos & Gaming Bull Euronext ParisCasinos, European Equity, Gaming, hospitality, Hotels, Luxury Real Estate, Monaco, Monopoly, Tourism, Ultra High Net Worth
Mar 31, 2023Fund LettersFMI International EquityBKNG Booking Holdings Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQCapital-light, European Recovery, high-ROIC, market share gains, network effects, Online Travel Agency, Travel Recovery
Mar 31, 2023Fund LettersFMI International EquityAEO|ASH|ASUR|AZZ|DCO|FA|FBIN|GHM|LEU|NSP|RRR|UTZ Fortune Brands Innovations Inc. IndustrialsBuilding Products Bull NYSEBranded Portfolio, Building Products, defensive, market leader, Plumbing, Portfolio simplification, repair & remodel, Value
Mar 31, 2023Fund LettersFMI International EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDefensive growth, Health Services, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Advantages
Mar 31, 2023Fund LettersFMI International EquitySCHW Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull NYSEBalance Sheet Liquidity, Crisis Opportunity, Discount Brokerage, Diversified Client Base, FDIC Insurance, Retail Deposits, Value
Mar 31, 2023Fund LettersFMI International EquityZBRA Zions Bancorporation FinancialsRegional Banks Bull NASDAQCrisis Opportunity, Deposit Franchise, Liquidity Management, regional bank, SMB Banking, Value, West Coast
Mar 31, 2023Fund LettersFMI Large Cap EquityBKNG Booking Holdings Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQCommission Model, Europe Exposure, market share gains, network effects, Online Travel Agency, Platform business, Travel Recovery
Mar 31, 2023Fund LettersFMI Large Cap EquityAEO|ASH|ASUR|AZZ|DCO|FA|FBIN|GHM|LEU|NSP|RRR|UTZ Fortune Brands Innovations Inc. IndustrialsBuilding Products Bull NYSEBranded Portfolio, Building Products, defensive, Housing Exposure, market leader, Plumbing, repair & remodel
Mar 31, 2023Fund LettersFMI Large Cap EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEhealth insurance, Healthcare Technology, managed care, market leader, Medicare Advantage, Optum, Scale Advantages
Mar 31, 2023Fund LettersFMI Large Cap EquitySCHW Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull NYSEBalance Sheet Liquidity, brokerage accounts, Crisis Opportunity, Discount Broker, FDIC Insurance, Retail Deposits, Value
Mar 31, 2023Fund LettersFMI Large Cap EquityZBRA Zions Bancorporation FinancialsRegional Banks Bull NASDAQCrisis Opportunity, Deposit Franchise, Liquidity Management, regional bank, SMB Banking, Value, West Coast
Mar 31, 2023Fund LettersFMI Small Cap EquityBKNG Booking Holdings Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQasset-light, Commission Model, Europe, high-ROIC, market share gains, network effects, Online Travel, Travel Recovery
Mar 31, 2023Fund LettersFMI Small Cap EquityAEO|ASH|ASUR|AZZ|DCO|FA|FBIN|GHM|LEU|NSP|RRR|UTZ Fortune Brands Innovations Inc. IndustrialsBuilding Products Bull NYSEbrand portfolio, Branded Consumer, Building Products, Housing, Plumbing, repair & remodel, ROIC, Value
Mar 31, 2023Fund LettersFMI Small Cap EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDefensive growth, health insurance, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Economics
Mar 31, 2023Fund LettersFMI Small Cap EquitySCHW Charles Schwab Corp. FinancialsInvestment Banking & Brokerage Bull NYSEBalance Sheet Liquidity, Discount Brokerage, Diversified Client Base, FDIC Insurance, Retail Deposits, Value
Mar 31, 2023Fund LettersFMI Small Cap EquityZBRA Zions Bancorporation FinancialsRegional Banks Bull NASDAQDeposit Franchise, FDIC Insurance, Liquidity Management, regional bank, SMB Banking, Value, West Coast
Mar 31, 2023Fund LettersLeaven Partners- Kato Works IndustrialsConstruction & Farm Machinery & Heavy Trucks Bull Tokyo Stock Exchangeconstruction machinery, Heavy Construction Equipment, Industrial Equipment, Japanese Equity, undervalued, Value
Mar 31, 2023Fund LettersOakmark Fund- International Small CapMEDX.SW Medmix AG Health Care Equipment & ServicesHealth Care Equipment Bull SIX Swiss ExchangeDental, geopolitical risk, Healthcare Equipment, Mission-Critical, Niche Business, Precision Devices, Switzerland, value opportunity
Mar 31, 2023Fund LettersOakmark Fund- International Small Cap4613.T Kansai Paint Co Ltd MaterialsSpecialty Chemicals Bull Tokyo Stock Exchangeautomotive, Coatings, construction, Emerging markets, India, Japan, market leader, Paint Manufacturer
Mar 31, 2023Fund LettersOakmark Fund- International Small CapCIGI.TO Colliers International Group Inc Real EstateReal Estate Services Bull Toronto Stock Exchangeasset management, Canada, commercial real estate, CRE Cyclical, Equity Retention, M&A strategy, Real Estate Services, recurring revenue

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