Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersCooper Investors Global Equities Fund (Unhedged)SUNP IN Union Pacific Corporation IndustrialsRoad & Rail Bull NYSEEquity, Freight, Industrials, infrastructure, Management Change, operational excellence, railroad, Transportation, turnaround
-Fund LettersCooper Investors Global Equities Fund (Unhedged)AHT.L Ashtead Group plc IndustrialsTrading Companies & Distributors Bull LSEconsolidation, Cyclical, Equipment Rental, Equity, Industrials, infrastructure, market share, Reindustrialization, Scale Advantages
-Fund LettersCooper Investors Global Equities Fund (Unhedged)ANDURIL United Rentals Inc IndustrialsTrading Companies & Distributors Bull NYSEconsolidation, Cyclical, Equipment Rental, Equity, Industrials, infrastructure, market share, Reindustrialization, Scale Advantages
-Fund LettersCooper Investors Global Equities Fund (Unhedged)MELI|NFLX|ORCL|TCOM|VRTX|YUMC Yum China Holdings Inc Consumer DiscretionaryRestaurants Bull NYSEChina, Consumer Discretionary, contrarian, Equity, Fast Food, franchise, QSR, store expansion, Value
Dec 31, 2023Fund LettersL1 Capital International FundHCA HCA Healthcare Health CareHealth Care Facilities Bull NYSEAging demographics, cash flow generation, defensive, Emergency Services, geographic footprint, healthcare, High Acuity Services, Hospitals, market share, Outpatient Services
Oct 1, 2023Fund LettersWedgewood PartnersAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT O'Reilly Automotive Consumer DiscretionaryAutomotive Retail Bull NASDAQAutomotive Aftermarket, DIFM, distribution network, DIY, market share, retailer, ROIC, Share Buybacks
Oct 12, 2023Fund LettersWhite Falcon Capital ManagementROVR Rover Group Communication ServicesInteractive Media & Services Bull NASDAQCategory Disruptor, EBITDA Margin Expansion, marketplace, network effects, operating leverage, Pet Care, Revenue Growth, Take rate
-Fund LettersCapicraft Investment Partners- RMH Holdings Limited FinancialsDiversified Financial Services Bull JSEasset monetization, Atterbury, discount to NAV, holding company, property investment, South Africa, Special Situation, Value
-Fund LettersClearBridge Investments Mid Cap Growth StrategyPINS Pinterest Inc Communication ServicesInteractive Media & Services Bull NYSEadvertising, e-commerce, monetization, social media, turnaround, user engagement, Visual Discovery
-Fund LettersClearBridge Investments Mid Cap Growth StrategyAD8 AU|ARB AU|BAP AU|CAT AU|DHG AU|PME AU|PNI AU|RDX AU|TNE AU Noble Corporation plc EnergyOil, Gas & Consumable Fuels Bull NYSEcash flow generation, Cyclical Recovery, Day-rates, Energy Services, offshore drilling, oil and gas, Supply Shortage
-Fund LettersClearBridge Investments Mid Cap Growth StrategyCASY Casey's General Stores Inc Consumer StaplesFood & Staples Retailing Bull NASDAQconsumer staples, convenience stores, defensive, margin expansion, Pricing power, Private-label, Rural Markets
-Fund LettersAristotle Atlantic Core Equity StrategyMELI|NFLX|ORCL|TCOM|VRTX|YUMC Vertex Pharmaceuticals Health CareBiotechnology Bull NASDAQbiotechnology, cash-rich, Cystic fibrosis, Monopoly, Pain Management, pipeline, rare diseases, Sickle Cell Disease
-Fund LettersAristotle Atlantic Core Equity StrategyALLY Eli Lilly & Company Health CarePharmaceuticals Bull NYSEBiotech, Diabetes, GLP-1, Immunology, Metabolic Disorders, Obesity, Oncology, pharmaceuticals, pipeline
-Fund LettersClearBridge Investments Mid Cap Growth StrategyMELI|NFLX|ORCL|TCOM|VRTX|YUMC Vertiv Holdings Co Information TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEAI infrastructure, data centers, growth, liquid cooling, Power management, technology hardware, thermal management
Dec 31, 2023Fund LettersAristotle/Saul Global Equity Fund3064.T MonotaRO Co., Ltd. IndustrialsTrading Companies & Distributors Bull TSEB2B e-commerce, Digital transformation, enterprise customers, Japan, market consolidation, MRO Distribution, Private-label, switching costs
Dec 31, 2023Fund LettersAristotle/Saul Global Equity FundFMC FMC Corporation MaterialsFertilizers & Agricultural Chemicals Bull NYSEagricultural chemicals, Crop protection, Customer Destocking, Cyclical Bottom, End Market Demand, Inventory Cycle, Latin America, restructuring
Dec 31, 2023Fund LettersAristotle/Saul Global Equity FundRTO.L Rentokil Initial plc IndustrialsCommercial Services & Supplies Bull LSEbusiness services, Cost synergies, defensive business, M&A Integration, market consolidation, North America, pest control, recurring revenue
Dec 31, 2023Fund LettersAristotle/Saul Global Equity Fund- Nemetschek SE Information TechnologyApplication Software Bull XETRAAEC industry, cloud platform, Construction Technology, Digital transformation, recurring revenue, SaaS, Software, subscription model
Dec 31, 2023Fund LettersAristotle/Saul Global Equity FundGLEN Lennar Corporation Consumer DiscretionaryHomebuilding Bull NYSEasset-light, construction, Free Cash Flow, homebuilder, Housing supply, land development, mortgage rates, Real Estate
Sep 30, 2023Fund LettersEast72 HoldingsVIRT Virtu Financial FinancialsCapital Markets Bull NASDAQCapital markets, Cyclical, financial technology, high-frequency trading, liquidity provider, market making, Regulatory risk, US equities, Value

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