Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2023Fund LettersAriel International FundFMS.DE Fresenius Medical Care AG & Co KGaA Health CareHealth Care Equipment & Supplies Bull XETRADialysis Services, Germany, GLP-1 drugs, Healthcare Equipment, Kidney Disease, Medical devices, Renal Disease
Dec 31, 2023Fund LettersAriel International FundDANSKE.CO Danske Bank A/S FinancialsBanks Bull NASDAQ Copenhagencapital returns, credit quality, Danish Bank, European Banking, Money Laundering Settlement, net interest margin
Dec 31, 2023Fund LettersAriel International FundAD.AS Koninklijke Ahold Delhaize NV Consumer StaplesFood Retail Bull Euronext AmsterdamDutch Grocer, e-commerce, Food inflation, Food Retail, market share, Online Platform, Share Buyback
Dec 31, 2023Fund LettersAriel International Fund7270.T Subaru Corporation Consumer DiscretionaryAutomobile Manufacturers Bull Tokyo Stock Exchangecurrency impact, Electric Vehicles, Japanese Automaker, market share, North America, Raw Materials
Dec 31, 2023Fund LettersAriel International FundBIDU Baidu Inc Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, autonomous driving, ChatGPT Competitor, China, cloud services, generative AI, Internet Search, Online Video
Dec 31, 2023Fund LettersAriel International Fund- Deutsche Boerse AG FinancialsFinancial Exchanges & Data Bull XETRADerivatives, European markets, Exchange Operator, Interest Rate Derivatives, market maker, trading volumes, Volatility
Oct 4, 2023Fund LettersVan Der Mandele Arar FundSTLA Stellantis N.V. Consumer DiscretionaryAutomobile Manufacturers Bull NYSEautomotive, autonomous driving, contrarian, deep value, Electric Vehicles, European, merger, Protectionism, Tesla Comparison, Value, Waymo partnership
Dec 31, 2023Fund LettersMar Vista Strategic Growth Fund- Veralto Corporation IndustrialsIndustrial Machinery Bull NYSEAnalytical instruments, Danaher, high margins, industrial machinery, M&A growth, recurring revenue, spin-off, Water Quality, water treatment
Dec 31, 2023Fund LettersMar Vista Strategic Growth FundADI Analog Devices, Inc. Information TechnologySemiconductors Bull NASDAQanalog chips, automotive, Cyclical, Electrification, high switching costs, Industrial, Proprietary technology, semiconductors, Wireless Infrastructure
Dec 31, 2023Fund LettersMar Vista Strategic Growth Fund0TDG LN TransDigm Group Incorporated IndustrialsAerospace & Defense Bull NYSEAerospace, Aftermarket Parts, Defense, high margins, Industrial, Oem, Pricing power, proprietary products
Dec 31, 2023Fund LettersMar Vista Strategic Growth FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Digital transformation, Enterprise software, IaaS, PAAS, productivity software, SaaS, technology
Dec 31, 2023Fund LettersMar Vista Strategic Growth FundAMT American Tower Corporation Real EstateSpecialized REITs Bull NYSE5G, Cell Towers, data centers, Edge computing, infrastructure, Interest Rate Sensitive, recurring revenue, REITs, telecommunications
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyVEEV Veeva Systems Inc. Software & ServicesApplication Software Bull NYSEbiopharma, Cloud software, Life Sciences Software, Pharmaceutical CRM, regulatory compliance, SaaS
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyABC Brunswick Corp. Consumer DiscretionaryLeisure Products Neutral NYSEBoat Manufacturing, Consumer Discretionary, Marine Recreation, Outboard Engines, Propulsion Systems
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK IDEXX Laboratories Inc. Health Care Equipment & ServicesLife Sciences Tools & Services Bull NASDAQAnimal Health, Diagnostic Equipment, Livestock Testing, Pet Care, Veterinary diagnostics, Water Testing
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyKMLM Martin Marietta Materials Inc. MaterialsConstruction Materials Bull NYSEaggregates, Asphalt, Cement, construction materials, infrastructure, Ready-Mix
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyCHE Chemed Corp. Health Care Equipment & ServicesHealth Care Services Bull NYSEAging demographics, Healthcare services, Home Services, Hospice Care, Palliative Care, Plumbing Services
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyCTAS Cintas Corp. Commercial & Professional ServicesCommercial Services & Supplies Bull NASDAQbusiness services, Commercial Services, Facility Services, recurring revenue, Uniform Rental
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyPANW Palo Alto Networks Inc. Software & ServicesSystems Software Bull NASDAQARR growth, cloud security, Cybersecurity Platform, Network Security, Next-Generation Security
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategy1ITCI IM Gartner Inc. Software & ServicesResearch & Consulting Services Bull NYSEadvisory services, Contract Value, IT Research, recurring revenue, Technology Consulting

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