Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2023Fund LettersVulcan Value Partners - Large CapGEHC GE HealthCare Technologies Inc. Health CareHealth Care Equipment & Supplies Neutral NASDAQFree Cash Flow, Healthcare Equipment, Imaging, Installed base, medical technology, oligopoly, recurring revenue, spin-off
Mar 31, 2023Fund LettersVulcan Value Partners - Large CapUPS United Parcel Service Inc. IndustrialsAir Freight & Logistics Bull New York Stock Exchangebarriers to entry, Free Cash Flow, Global, Integrated Network, labor agreement, Logistics, Margins, oligopoly, parcel delivery
Mar 31, 2023Fund LettersVulcan Value Partners - Large CapIHG InterContinental Hotels Group plc Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull London Stock Exchangeasset-light, brand recognition, Franchised, Global, hospitality, Hotels, loyalty program, pipeline, RevPAR, Travel
Mar 31, 2023Fund LettersVulcan Value Partners - Small CapARES Ares Management Corp. FinancialsAsset Management & Custody Banks Bull New York Stock Exchangealternative asset management, AUM growth, Fee-Related Revenue, Institutional Investors, market share gains, Private Credit, Private Equity Sponsors, Relationships, scale, Stable Earnings
Mar 31, 2023Fund LettersVulcan Value Partners - Small CapDEEPSEEK Sealed Air Corp. MaterialsPaper & Plastic Packaging Products & Materials Bull New York Stock Exchangebrand recognition, Bubble Wrap, Consumables, Cryovac, e-commerce, Equipment, Food Safety, Protective Packaging, Sticky Relationships, switching costs
Mar 31, 2023Fund LettersVulcan Value Partners - Small CapCNM Core & Main Inc. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeAging Infrastructure, Buying Power, Distribution, Fire Protection, Fragmented Market, Municipal, National Scale, Storm Drainage, Wastewater, Water infrastructure
Mar 31, 2023Fund LettersVulcan Value Partners - Small CapAYI Acuity Brands Inc. IndustrialsElectrical Equipment Bull New York Stock ExchangeBuilding Management, capital allocation, Distribution, Free Cash Flow, Lighting, Manufacturing Scale, North America, Pricing power, product innovation, share repurchases
Mar 31, 2023Fund LettersVulcan Value Partners - Small CapACWI Curtiss-Wright Corp. IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, Aircraft Carriers, Defense, Defense spending, geopolitical risk, Mission-Critical, Niche markets, Nuclear Submarines, Sole Source, Technical Expertise
Mar 31, 2023Fund LettersVulcan Value Partners - Small CapUPS United Parcel Service Inc. IndustrialsAir Freight & Logistics Bull New York Stock Exchangebarriers to entry, Free Cash Flow, Integrated Network, Labor Relations, Logistics, margin expansion, oligopoly, parcel delivery, Returns on Capital
Mar 31, 2023Fund LettersVulcan Value Partners - Small CapIHG InterContinental Hotels Group plc Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull London Stock Exchangeasset-light, brand recognition, Franchising, Global, hospitality, Hotels, loyalty program, pipeline development, RevPAR, Travel
Mar 31, 2023Fund LettersROCKLINC Partners FundALS.TO Altius Minerals Corporation MaterialsDiversified Metals & Mining Bull Toronto Stock ExchangeCanada, Cobalt, Commodities, Copper, critical metals, energy transition, Ev batteries, Lithium, materials, Mining, Nickel, renewable energy, Royalty, Streaming
Mar 31, 2023Fund LettersAVI Global TrustAKER.OL Aker ASA EnergyOil, Gas & Consumable Fuels Bull Oslo Stock Exchangediversification, Dividend Growth, Energy Investment Company, Norway, Oil & Gas, OPEC, production growth, value creation
Mar 31, 2023Fund LettersAVI Global TrustAPO Apollo Global Management FinancialsAsset Management & Custody Banks Bull NYSEAlternative Asset Manager, Annuities, Asset-Liability Matching, contrarian, Insurance, private equity, Spread Lending, Value
Mar 31, 2023Fund LettersAVI Global Trust- Schibsted ASA Communication ServicesInteractive Media & Services Bull Oslo Stock ExchangeClassified Advertising, discount to NAV, Media Conglomerate, Nordic Marketplaces, turnaround, Value, Vertical Operating Model
Mar 31, 2023Fund LettersAlluvium Global FundLBRDK Liberty Broadband Corporation Communication ServicesCable & Satellite Bull NASDAQbroadband, Cable Infrastructure, Charter Communications, infrastructure, internet services, John Malone, Pricing power, telecommunications, Utility-like, Value
Mar 31, 2023Fund LettersOakmark Global Select FundDICE Intercontinental Exchange Inc. FinancialsCapital Markets Bull NYSEcapital allocation, Capital markets, Data Services, Financial Exchange, GDP growth, Mortgage Technology, valuation discount
Mar 31, 2023Fund LettersOakmark Global Select FundAIG American International Group Inc. FinancialsInsurance Bull NYSEcombined ratio, cost savings, financial services, General Insurance, Insurance, risk management, turnaround, underwriting
Mar 31, 2023Fund LettersOakmark Global Select FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Android, Cloud computing, Cost Restructuring, margin expansion, search engine, technology platform, valuation, YouTube
Mar 31, 2023Fund LettersCenterstone Investors FundIAA IAA Inc Consumer DiscretionarySpecialized Consumer Services Bull NYSEasset-light, automotive, Canada, cash flow generation, Consignment Model, Counter-cyclical, Merger Arbitrage, Salvage Auction, UK, US
Mar 31, 2023Fund LettersCenterstone Investors FundAI.PA Air Liquide MaterialsIndustrial Gases Bull Euronext Pariscash flow generation, conservative balance sheet, defensive, dividend policy, france, Industrial Gases, Local Monopolies, materials

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