Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 9, 2025Fund LettersCity Different Investments - Global EquityRIVN Rivian Automotive Inc. Consumer DiscretionaryAutomobiles Bull NASDAQautomotive, domestic production, Electric Vehicles, growth, Software-defined, Technology Stack, Tesla alternative
Apr 9, 2025Fund LettersCity Different Investments - Global EquitySLB SLB EnergyOil & Gas Equipment & Services Bull NYSECapital Cycle, Cyclical, Energy Services, oil and gas, restructuring, technology, Value
Apr 9, 2025Fund LettersCity Different Investments - Global EquityAVALX Valaris Limited EnergyOil & Gas Equipment & Services Bull NYSECapital Cycle, Cyclical, Drilling contractor, Energy Services, offshore drilling, restructuring, Value
Apr 9, 2025Fund LettersCity Different Investments - Global EquityTDW Tidewater Inc. EnergyOil & Gas Equipment & Services Bull NYSECapital Cycle, Cyclical, Energy Services, Marine Vessels, offshore drilling, restructuring, Value
Apr 9, 2025Fund LettersCity Different Investments - Global EquityAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQCapital-light, consumer, defensive, e-commerce, efficiency, innovation, platform
Apr 9, 2025Fund LettersCity Different Investments - Global EquityGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCapital-light, defensive, efficiency, innovation, platform, Tariff-resistant, technology
Oct 11, 2025Fund LettersGuinness Global InnovatorsRIVN Rivian Automotive Inc Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQautomotive, Bull, Electric Vehicles, EV, Portfolio Addition, Transition
Jul 26, 2023Fund LettersVergentQGTS.QA Qatar Gas Transport EnergyOil, Gas & Consumable Fuels Bull Qatar Stock Exchangedefensive, Energy Transportation, Equity, Fixed-Rate Contracts, Growth Optionality, LNG Shipping, Monopoly, North Field Expansion, Qatar
Jul 26, 2023Fund LettersVergent4291.SR National Company for Learning and Education Consumer DiscretionaryDiversified Consumer Services Bear Saudi Stock Exchange (Tadawul)Education Services, Equity, exit strategy, K-12 Education, market cap, operating income, Saudi Arabia, valuation concerns
Jul 26, 2023Fund LettersVergent4001.SR Abdullah Al Othaim Markets Consumer StaplesFood & Staples Retailing Bull Saudi Stock Exchange (Tadawul)consumer staples, Discount Retailer, Equity, grocery, market share gains, Population growth, Saudi Arabia, value proposition
Mar 31, 2023Fund LettersHarding Loevner Emerging Markets EquityARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Globant Information TechnologyIT Consulting & Other Services Bull NYSEAI, Argentina, Cloud Operations, cybersecurity, Digital transformation, IT services, net cash, Software Development
Mar 31, 2023Fund LettersHarding Loevner Emerging Markets EquityKSPI.L Kaspi.kz FinancialsFinancial Services Bull LSEdigital payments, e-commerce, Emerging markets, Fintech, Kazakhstan, network effects, Retail Lending, super app
Mar 31, 2023Fund LettersHarding Loevner Emerging Markets EquityMARUTI.NS Maruti Suzuki Consumer DiscretionaryAutomobile Manufacturers Bull NSEAutomobile Manufacturer, Cash Fortress, Electric Vehicles, Emerging markets, Free Cash Flow, India, market leader, Strategic Partnerships
Mar 31, 2023Fund LettersHarding Loevner Emerging Markets EquityRENT3.SA Localiza IndustrialsGround Transportation Bull B3Brazil, capital allocation, Car Rental, Disciplined Management, Fleet Management, Ground Transportation, Industrials, Scale Advantages
Jan 1, 1970Fund LettersClearBridge Investments Large Cap ValueMCK McKesson Corporation Health CareHealth Care Distributors Bull NYSEcash flow generation, Healthcare Distributors, oligopoly, Oncology, Pharmaceutical Distribution, share repurchases, Specialty Drugs, Technology Services
Jan 1, 1970Fund LettersClearBridge Investments Large Cap ValueADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Becton Dickinson and Company Health CareHealth Care Equipment Bull NYSEAcquisitions Integration, Healthcare Equipment, Hospital Customers, margin expansion, Medical devices, Pricing power, regulatory barriers, supply chain
Jan 1, 1970Fund LettersClearBridge Investments Large Cap ValueADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQcost discipline, Interactive Media, monetization, Platform Ecosystem, Scale Advantages, social media, strong balance sheet, user engagement
Jan 1, 1970Fund LettersClearBridge Investments Large Cap ValueAVGO|LLY|MRK|NVDA|ORCL|PGR Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, Conservative Portfolio, Data Analytics, market share gains, Pricing power, Property & Casualty Insurance, Telematics, underwriting
Jan 1, 1970Fund LettersClearBridge Investments Large Cap ValueSCHW Charles Schwab Corporation FinancialsInvestment Banking & Brokerage Bear NASDAQasset-liability mismatch, Brokerage, Cash Sorting, Duration risk, FDIC Insured, fee income, investment banking, regulatory scrutiny
Mar 31, 2023Fund LettersConestoga Small Cap CompositeDGII Digi International, Inc. Technology Hardware & EquipmentCommunications Equipment Bull NASDAQAsset Monitoring, Enterprise software, IoT, recurring revenue, SaaS, subscription model, technology hardware, Wireless Communication

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