Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 1, 2023Fund LettersBernzott Capital Advisors - US Small CapGVA Granite Construction IndustrialsConstruction & Engineering Bull NYSEconstruction, contract backlog, Engineering services, Government Spending, Heavy Civil, infrastructure, margin expansion
Dec 1, 2023Fund LettersBernzott Capital Advisors - US Small CapAFM CN|B4B GR|BLU SJ|COH SJ|HCI|KO|KSPI|MGROS TI|MTN SJ|NE|NPK SJ|OCE SJ|PPI|PRX NA|SAHOL TI|SES|WINE LN HCI Group FinancialsInsurance Bull NYSECasualty Insurance, Insurance Technology, IPO Catalyst, premium growth, Property Insurance, Proprietary technology, value unlock
Jan 30, 2024Fund LettersBlack Bear Value PartnersALS.TO Altius Minerals MaterialsMetals & Mining Bull TSXasset-light, Copper, Diversified Commodities, Iron ore, Lithium, Management alignment, Mining, Potash, Royalty
Jan 30, 2024Fund LettersBlack Bear Value PartnersPOU.TO Paramount Resources EnergyOil, Gas & Consumable Fuels Bull TSXCanada, debt-free, energy, exploration and production, Free Cash Flow, Management alignment, oil and gas
Jan 30, 2024Fund LettersBlack Bear Value PartnersCEIX CONSOL Energy EnergyCoal & Consumable Fuels Bull NYSEcoal, commodity, energy, Export Markets, Free Cash Flow, Marine Terminal, metallurgical coal, Share Buybacks
Jan 30, 2024Fund LettersBlack Bear Value PartnersBLDR Builders FirstSource IndustrialsBuilding Products Bull NASDAQBuilding materials, Free Cash Flow, Housing shortage, Pricing power, residential construction, Share Buybacks, Value-Add Products
Jan 30, 2024Fund LettersBlack Bear Value PartnersABG Asbury Group Consumer DiscretionarySpecialty Retail Bull NYSEAuto Dealerships, Free Cash Flow, Omni Channel, Parts and Services, Razor Razorblade Model, Share Buybacks, Specialty retail
Dec 31, 2023Fund LettersNZS Capital - Growth1102 TT Trane Technologies IndustrialsBuilding Products Bull NYSEBuilding Products, Climate Solutions, Decarbonization, Digital Connectivity, energy efficiency, HVAC, Industrials, Transport Refrigeration
-Fund LettersBroyhill Asset Management0TDG LN Dollar General Corp. Consumer DiscretionaryGeneral Merchandise Stores Bull NYSEdiscount retail, inventory management, Operational Turnaround, Rural Demographics, same-store sales, value investing
-Fund LettersBroyhill Asset ManagementATVI Activision Blizzard, Inc. Communication ServicesInteractive Media & Services Bull NASDAQantitrust, Gaming, Merger Arbitrage, Microsoft Acquisition, Regulatory risk, Special situations
Dec 31, 2023Fund LettersHarding Loevner Global EquityMELI|NFLX|ORCL|TCOM|VRTX|YUMC Vertex Pharmaceuticals Health CareBiotechnology Bull NASDAQbiotechnology, CRISPR, Cystic fibrosis, Drug Discovery, gene therapy, Orphan drugs, rare disease, Sickle Cell Disease, Type 1 Diabetes
Dec 31, 2023Fund LettersHarding Loevner Global EquityAIR FP|ICLR|LIN|MRVL|NOW|TSM ServiceNow Information TechnologySystems Software Bull NYSEArtificial Intelligence, Cloud computing, Digital transformation, Enterprise software, government contracts, IT services, SaaS, workflow automation
Dec 31, 2023Fund LettersThe London Company Small CapRVLV Revolve Group Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEe-commerce, Fashion retail, Gen Z, high-ROIC, Millennial, net cash, online retail, premium brands, share repurchase
Dec 31, 2023Fund LettersThe London Company Small CapPLUS ePlus Inc. Information TechnologyTechnology Distributors Bull NASDAQcloud services, data center, IT Solutions, net cash, Networking, Security, Technology Distributor, Value
Dec 31, 2023Fund LettersThe London Company Income EquityDEO Diageo Consumer StaplesDistillers & Vintners Bull NYSEbrand portfolio, consumer staples, Equity, Global, Latin America, Marketing Investment, premium brands, Spirits
Dec 31, 2023Fund LettersThe London Company Income EquityCVX Chevron EnergyIntegrated Oil & Gas Bull NYSEconservative balance sheet, dividend, energy, Equity, Hess Acquisition, Integrated Oil, Kazakhstan, Oil & Gas
Dec 31, 2023Fund LettersThe London Company Income EquityAPD Air Products & Chemicals MaterialsIndustrial Gases Bull NYSEAsia-Pacific, energy transition, Equity, Industrial Gases, insider buying, materials, Megaprojects
Dec 31, 2023Fund LettersThe London Company Income EquityNSC Norfolk Southern IndustrialsRailroads Bull NYSEEquity, Industrials, Inflation Protection, Pricing power, railroad, recovery, Transportation
Dec 31, 2023Fund LettersThe London Company Income EquitySCHW Charles Schwab FinancialsInvestment Banking & Brokerage Bull NYSEBrokerage, Equity, financial services, growth, high margins, Integration, turnaround
Dec 31, 2023Fund LettersThe London Company Income EquityBLK BlackRock FinancialsAsset Management & Custody Banks Bull NYSEasset management, balance sheet strength, capital return, Equity, financial services, market leader, Quality

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