Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2023Fund LettersThird Avenue International Real Estate Value Fund0016.HK Sun Hung Kai Properties Ltd Real EstateReal Estate Operating Companies Bull Hong Kong Stock ExchangeA+ Rating, Commercial, Crisis Valuation, discount, Hong Kong, Premium Assets, Property Developer, Residential, Value
Dec 31, 2023Fund LettersThird Avenue International Real Estate Value Fund0101.HK Mandarin Oriental International Ltd Consumer DiscretionaryHotels, Restaurants & Leisure Bull Hong Kong Stock ExchangeAsia, asset-light, capital allocation, Fee Based, Luxury hotels, Management Platform, Resource Conversion, valuation discount
Dec 31, 2023Fund LettersThird Avenue International Real Estate Value Fund0019.HK Swire Pacific Ltd Real EstateReal Estate Operating Companies Bull Hong Kong Stock ExchangeAsia, capital allocation, China, Hong Kong, Office, Premium Properties, Resource Conversion, retail, Share Buyback
Dec 31, 2023Fund LettersThird Avenue International Real Estate Value FundHLCL.L Helical plc Real EstateReal Estate Investment Trusts (REITs) Bull London Stock Exchangedevelopment, discount, London, M&A, Office, REIT, Resource Conversion, Sustainable, UK, Value
Dec 31, 2023Fund LettersMairs & Power - Growth FundABBY Best Buy Co., Inc. Consumer DiscretionaryComputer & Electronics Retail Bull NYSEBrick-and-Mortar, consumer electronics, dividend, Electronics Retail, market share, Post-Pandemic Recovery
Dec 31, 2023Fund LettersMairs & Power - Growth FundPIPR Piper Sandler Companies FinancialsInvestment Banking & Brokerage Bull NYSECyclical Recovery, financial services, Interest rates, investment banking, M&A, Minneapolis
Dec 31, 2023Fund LettersMairs & Power - Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, brand loyalty, consumer electronics, Ecosystem, Gen Z, market share, Millennials, services, Smartphones
Sep 30, 2023Fund LettersThe London Company Small CapNGVT Ingevity Corporation MaterialsSpecialty Chemicals Bull NYSEActivated-carbon, Alternative Fatty Acids, automotive, Monopoly Position, Pavement Technology, raw material costs, specialty chemicals
Sep 30, 2023Fund LettersThe London Company Small CapELANCO Lancaster Colony Corporation Consumer StaplesPackaged Foods & Meats Bull NASDAQcapacity expansion, consumer staples, Free Cash Flow, margin expansion, net cash, Packaged Foods, Product Mix
Sep 30, 2023Fund LettersThe London Company Small CapENOV Enovis Corporation Health CareHealth Care Equipment Bull NYSEBracing Products, diversified portfolio, earnings growth, Healthcare Equipment, market share gains, Medical devices, Orthopedic Implants
Sep 30, 2023Fund LettersThe London Company Small CapQLYS Qualys Inc. Information TechnologySystems Software Bull NASDAQcloud security, cybersecurity, double-digit growth, Go-to-market Strategy, SaaS, SMB, Software
Sep 30, 2023Fund LettersThe London Company Small CapTPX Tempur Sealy International Inc. Consumer DiscretionaryHome Furnishings Bull NYSEBrand Equity, Consumer Discretionary, Free Cash Flow, home furnishings, market share gains, Mattresses, premium brands
Sep 30, 2023Fund LettersThe London Company SMID CapZBRA Zebra Technologies Corporation Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAIDC, Automation, Barcode Scanners, Data Analytics, Enterprise Technology, Industrial technology, Mission-Critical, Mobile computing, RFID, supply chain
Dec 31, 2023Fund LettersVulcan Value Partners - Large CapLFUS Littelfuse Inc Information TechnologyElectronic Components Bull NASDAQautomotive, Circuit Protection, Electrification, Electronic Components, growth, Industrial, Inventory Destocking, technology
Sep 30, 2023Fund LettersThe London Company SMID CapWAT Waters Corporation Health CareLife Sciences Tools & Services Bull NYSEAnalytical instruments, Empower Software, HPLC, Laboratory Equipment, life sciences, Mass Spectrometry, pharmaceuticals, Quality Control, recurring revenue, Regulated Industries
Dec 31, 2023Fund LettersVulcan Value Partners - Large CapFORT.L Forterra plc MaterialsBuilding Products Bull London Stock ExchangeBuilding materials, construction, Cyclical, Housing shortage, oligopoly, Pricing power, UK, Value
Sep 30, 2023Fund LettersThe London Company SMID CapACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA Vail Resorts Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEEpic Pass, Experience Tourism, Geographic Diversification, Leisure, Outdoor Recreation, recurring revenue, Ski Resorts, subscription model, Supply Constrained, Tourism
Dec 31, 2023Fund LettersVulcan Value Partners - Large CapIBTX.L Ibstock plc MaterialsBuilding Products Bull London Stock ExchangeBuilding materials, construction, Cyclical, Housing shortage, oligopoly, Pricing power, UK, Value
Sep 30, 2023Fund LettersThe London Company SMID CapCWST Casella Waste Systems IndustrialsEnvironmental & Facilities Services Bull NASDAQConsolidation Target, environmental services, Family-owned, Landfills, Northeast, Pricing power, recurring revenue, Rural Markets, vertical integration, waste management
Dec 31, 2023Fund LettersVulcan Value Partners - Large CapDEO Diageo plc Consumer StaplesDistillers & Vintners Bull London Stock Exchangeconsumer staples, Cyclical Recovery, Free Cash Flow, Global distribution, premium brands, Pricing power, Spirits, Value

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