Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQAzure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, productivity software, SaaS
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySystems Software Bull NYSECloud computing, Database, Digital transformation, Enterprise software, ERP, generative AI, Hyperscale Cloud, SaaS
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQChina, consumer electronics, Ecosystem, Huawei Competition, Installed base, recurring revenue, services, Smartphones
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundAMT American Tower Corporation Real EstateSpecialized REITs Bull NYSE5G, Cell Towers, infrastructure, interest rate sensitivity, international exposure, margin of safety, REIT, secular growth
Sep 30, 2023Fund LettersMar Vista Strategic Growth FundACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK Mettler-Toledo International Inc. Health Care Equipment & ServicesLife Sciences Tools & Services Bull NYSEAnalytical instruments, Biotech, China, COVID Recovery, Laboratory Equipment, life sciences, market share gains, Pricing power
Sep 30, 2023Fund LettersMatrix Dividend IncomeNEE NextEra Energy UtilitiesElectric Utilities Bull NYSEBattery Storage, dividend, Electric Utility, Florida, regulated utility, renewable energy, Solar, utilities, Wind
Sep 30, 2023Fund LettersMatrix Dividend IncomeHRTX RTX Corp. IndustrialsAerospace & Defense Bull NYSEAerospace, Commercial Aviation, Defense, Engine Components, Industrials, Military Contractor, turnaround, Value
Sep 30, 2023Fund LettersMatrix Large Cap Value StrategyNEE NextEra Energy UtilitiesElectric Utilities Bull NYSEBattery Storage, Dividend Growth, Florida, regulated utility, renewable energy, Solar, utilities, Value, Wind
Sep 30, 2023Fund LettersMatrix Large Cap Value StrategyHRTX RTX Corp. IndustrialsAerospace & Defense Bull NYSEAerospace, CEO, Commercial Aviation, Defense, Engine, Military, turnaround, Value
May 15, 2024Fund LettersSocial Capital Group- Mitra Chem MaterialsChemicals Bull PrivateAI-driven R&D, battery materials, Cathode Production, Electrification, Lithium-ion, machine learning, Materials Science, North America, supply chain
May 15, 2024Fund LettersSocial Capital Group- Palmetto UtilitiesIndependent Power and Renewable Electricity Producers Bull Privateclean energy, Distributed Energy, Energy Management, energy storage, Grid Infrastructure, Residential Solar, Solar Energy, Utility Alternative
May 15, 2024Fund LettersSocial Capital GroupRKLB Relativity Space IndustrialsAerospace & Defense Bull NASDAQ3D printing, Aerospace, Connectivity, Launch Services, LEO, Manufacturing Innovation, Satellites, Space Technology
-Fund LettersSouthernSun Small CapALDAR.AD Darling Ingredients Inc. MaterialsChemicals Bull NYSEBio-nutrients, EBITDA growth, Food waste, Renewable diesel, renewable energy, Sustainable aviation fuel, sustainable products, vertical integration
-Fund LettersSouthernSun Small CapABDY.L Dycom Industries, Inc. IndustrialsConstruction & Engineering Bull NYSEConstruction services, EBITDA growth, Fiber networks, government funding, infrastructure, margin expansion, telecommunications infrastructure, Utility Services
-Fund LettersSouthernSun Small CapAER|AWI|MUSA|NEU|SAIA|WTM Murphy USA, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEcapital discipline, Convenience Store, Fuel Retail, High Volume, Low-Cost Operator, Same-Store Growth, share repurchases, Walmart Outparcels
Jan 17, 2024Fund LettersEdgePoint GlobalLECO Lincoln Electric Holdings, Inc. IndustrialsIndustrial Machinery Bull NASDAQ3D printing, Additive Manufacturing, Domestic Manufacturing, EV charging, Free Cash Flow, Industrial automation, infrastructure, power electronics, Welding Equipment
-Fund LettersSouthernSun Small CapSAM Boston Beer Company, Inc. Consumer StaplesBrewers Bull NASDAQbrand portfolio, consumer staples, Craft Brewer, debt-free, Flavored Malt Beverages, Hard Seltzer, Manufacturing efficiency, share repurchases
-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 Verisk Analytics Inc. IndustrialsResearch & Consulting Services Bull NASDAQData Analytics, financial services, Insurance Analytics, Insurance Technology, risk assessment, Software
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyICLR|LLY|PLTR|SNPS|TGT Synopsys Inc. Information TechnologyApplication Software Bull NASDAQEDA software, electronic design automation, Semiconductor Design, semiconductors, Software, technology
-Fund LettersTimesSquare Capital Management U.S. FOCUS Growth Equity strategyRNR RenaissanceRe Holdings Ltd. FinancialsReinsurance Bull NYSEBermuda, Insurance, Property Catastrophe, Reinsurance, risk management, underwriting

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