Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN Clearwater Analytics Holdings Information TechnologyApplication Software Bull NASDAQanalytics software, Asset Managers, Insurance, Investment Accounting, market share gains, Post-IPO, SaaS, valuation opportunity
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyNTRA Natera Health CareBiotechnology Bull NASDAQCash Flow Inflection, Cell-free DNA, diagnostics, Genetic Testing, MRD Testing, NIPT, Oncology, Precision-medicine
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Endava Information TechnologyIT Consulting & Other Services Bull NYSEbanking, Cyclical Recovery, Digital transformation, IT services, Outsourcing, Payments, Technology Consulting, TMT
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK Guidewire Software Information TechnologyApplication Software Bull NYSEcloud migration, Digital transformation, Insurance-software, Legacy Modernization, P&C insurance, platform, recurring revenue, SaaS
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyBRZE Braze Information TechnologyApplication Software Bull NASDAQCross-Channel, Customer Engagement, high margins, market disruption, Marketing Technology, platform, Real Time, SaaS
Dec 31, 2023Fund LettersNCG SMID Cap Growth StrategyMEDP Medpace Holdings Health CareLife Sciences Tools & Services Bull NASDAQbiopharma, Biotech, Clinical trials, contract research organization, Cro, Healthcare services, life sciences, market share gains
Sep 30, 2023Fund LettersHeartland Mid Cap Value FundSPB Spectrum Brands Holdings Consumer StaplesHousehold Products Bull NYSEbusiness transformation, consumer staples, deep value, divestiture, Home Garden, Pet Care, Regulatory Overhang, Share Buybacks
Sep 30, 2023Fund LettersHeartland Mid Cap Value FundAPA|C|FFIV|KHC|NOV|UNH NOV Inc. EnergyOil, Gas & Consumable Fuels Bull NYSEcapital returns, Cost Restructuring, deep value, energy, Offshore Wind, oilfield services, renewables, turnaround
-Fund LettersBrown Capital Management Mid Company FundVEEV Veeva Systems Software & ServicesApplication Software Bull NYSECloud software, double-digit growth, IQVIA Competitor, Life Sciences Software, Pharmaceutical CRM, regulatory compliance, SaaS
Sep 30, 2023Fund LettersHeartland Mid Cap Value FundFAF First American Financial FinancialsInsurance Bull NYSECyclical Recovery, financials, Insurance, Mortgage, Real Estate, title insurance, Value
-Fund LettersBrown Capital Management Mid Company FundOMCL Omnicell Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQcash flow positive, cost savings, Cyclical Recovery, Healthcare Technology, Hospital Automation, Medication Management, Pharmacy Robotics
-Fund LettersBrown Capital Management Mid Company FundMANH Manhattan Associates Software & ServicesApplication Software Bull NASDAQCloud transformation, inventory management, margin expansion, Omnichannel, Post-Pandemic Modernization, SaaS, Supply chain software
-Fund LettersBrown Capital Management Mid Company FundSHOP Shopify Software & ServicesInternet Software & Services Bull NYSEAmazon Alternative, Cloud software, E-commerce Platform, margin expansion, Partnership Agreement, payment processing, SaaS
Sep 30, 2023Fund LettersHeartland Value FundASTC Stewart Information Services Corporation FinancialsInsurance Brokers Bull NYSECyclical Recovery, Equity, financials, Housing, oligopoly, Real Estate, title insurance
-Fund LettersBrown Capital Management Mid Company FundDXCM Dexcom Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQBull, Continuous Glucose Monitoring, Diabetes Management, Exceptional Growth Company, Healthcare Technology, Medical devices, Share Buyback
Sep 30, 2023Fund LettersHeartland Value FundNFG National Fuel Gas Company UtilitiesGas Utilities Bull NYSEDividend Growth, energy, Equity, LNG, natural gas, pipeline, regulated utility, utilities
Sep 30, 2023Fund LettersHeartland Value FundMHK Mohawk Industries Inc Consumer DiscretionaryHome Improvement Retail Bull NYSEConsumer Discretionary, Cyclical, Equity, Flooring, home improvement, manufacturing, turnaround, Value
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundDHR Danaher Corporation Health Care Equipment & ServicesLife Sciences Tools & Services Bull NYSEBioprocessing, biotechnology, capital allocation, Danaher Business System, diagnostics, life sciences, Molecular Diagnostics, spinoff
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI leadership, Cloud computing, data advantage, digital advertising, generative AI, Google, search engine, YouTube
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundINTU Intuit Inc. Information TechnologyApplication Software Bull NASDAQCloud computing, generative AI, market share gains, QuickBooks, recurring revenue, SaaS, Small Business Software, tax preparation

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