Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT CrowdStrike Holdings Inc. Software & ServicesSystems Software Bull NASDAQARR growth, Cloud software, cybersecurity, endpoint protection, IT Security, SaaS
Sep 30, 2023Fund LettersAristotle Atlantic Core Equity StrategyADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, digital advertising, efficiency, Messenger, Olympics, Political advertising, Reels, social media, technology, user engagement
Sep 30, 2023Fund LettersAristotle Atlantic Core Equity StrategyADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cerner, cloud infrastructure, Database, Enterprise software, Oci, SaaS, synergies, technology
Sep 30, 2023Fund LettersAristotle Atlantic Core Equity StrategyESPR Spirit AeroSystems Holdings, Inc. IndustrialsAerospace & Defense Bear NYSE737 Max, 787, A220, A350, Aerospace, Airbus, Boeing, CEO change, manufacturing, Quality Issues
Dec 31, 2023Fund LettersPeterson Investment FundBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEcall options, China, Cloud computing, digital commerce, e-commerce, Emerging markets, Share Buybacks, technology conglomerate, value investing, VIE Structure
Sep 30, 2023Fund LettersAristotle Atlantic Core Equity StrategyALDAR.AD Darling Ingredients Inc. MaterialsChemicals Bear NYSEAcquisitions, Biofuels, Chemicals, deleveraging, Fire, Interest rates, leverage, materials, Production
Dec 31, 2023Fund LettersPeterson Investment FundDJCO Daily Journal Corporation Software & ServicesApplication Software Bull NYSECourthouse Technology, government software, investment portfolio, Legal Technology, Municipal Contracts, recurring revenue, SaaS, Technology Transformation
Sep 30, 2023Fund LettersAristotle Atlantic Core Equity Strategy0MCB LN Chubb Limited FinancialsProperty & Casualty Insurance Bull NYSEfinancials, Global, Insurance, Pricing, Property & Casualty, risk assessment, underwriting, valuation
Sep 30, 2023Fund LettersAristotle Atlantic Core Equity StrategyCOO|CW|DKNG|FSS|HALO|ZD Halliburton Company EnergyOil & Gas Equipment & Services Bull NYSEcommodity prices, Drilling, energy, International, Margins, North America, Oil & Gas Equipment, oilfield services, technology
Dec 31, 2023Fund LettersRIT Capital- Epic Systems Health CareHealth Care Technology Bull PrivateCloud computing, Electronic Health Records, founder-led, Healthcare digitization, Healthcare Technology, Long-Term Compounding, market leadership, recurring revenue
Dec 31, 2023Fund LettersRIT Capital- Scale AI Information TechnologyApplication Software Bull PrivateAI infrastructure, Artificial Intelligence, autonomous vehicles, Data labeling, defense technology, machine learning, Picks and shovels, Technology Services
Dec 31, 2023Fund LettersRIT CapitalTPG Tempur Sealy International Consumer DiscretionaryHome Furnishings Bull NYSEbrand recognition, Consumer Discretionary, Fragmented Industry, industry consolidation, market dominance, Mattresses, premium products, vertical integration
Dec 31, 2023Fund LettersRIT CapitalTALEN Talen Energy UtilitiesElectric Utilities Bull NASDAQBankruptcy emergence, energy transition, Event-driven, Inflation Reduction Act, Nuclear Power, Power generation, Regulatory tailwinds, utilities
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyENFN Enfusion Information TechnologySoftware Bull NYSEAsset Management Software, Hedge funds, Legacy Disruption, Market expansion, Portfolio Management, turnaround
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyVCYT Veracyte Health Care Equipment & ServicesLife Sciences Tools & Services Bull NASDAQGenomics, Medical Diagnostics, Molecular Testing, pipeline development, Prostate Cancer, Thyroid Cancer
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyPDFS PDF Solutions Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced Analytics, Process Efficiency, recurring revenue, semiconductors, supply chain, Technology Solutions
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategySEMR SEMrush Information TechnologySoftware Bull NYSECustomer Acquisition, digital commerce, Online Marketing, Product-led Growth, Visibility Management, Website Traffic
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyALKT Alkami Technology Information TechnologySoftware Bull NASDAQcash flow positive, credit unions, digital banking, financial technology, market share gains, Modern Platform
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyCCCS Century Communities Consumer DiscretionaryHousehold Durables Bull NYSEDemographics, Entry-level Housing, homebuilder, mortgage rates, return on equity, supply constraints
Dec 31, 2023Fund LettersNCG Micro Cap Growth StrategyFWRG First Watch Restaurant Group Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQDaytime dining, Fresh Ingredients, Geographic Expansion, Restaurant Chain, Service Quality, Unit economics

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