Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersMadison Small Cap FundCRL Charles River Laboratories Health CareLife Sciences Tools & Services Bull NYSEBiotech, Cro, Drug Discovery, EBITDA, Free Cash Flow, Healthcare services, life sciences, Outsourcing
Sep 30, 2025Fund LettersMadison Small Cap FundEXP Eagle Materials MaterialsConstruction Materials Bull NYSECement, construction materials, Cyclical, residential construction, ROIC, Share Buybacks, Value, Wallboard
Sep 30, 2025Fund LettersMadison Small Cap FundHXL Hexcel Corporation MaterialsAerospace & Defense Bull NYSEAerospace, Airbus, Boeing, Carbon Fiber, Composite Materials, Defense, duopoly, materials
Mar 31, 2023Fund LettersOakmark FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, Chatbot, market share, premium multiple, R&D investment, search engine, technology
Mar 31, 2023Fund LettersOakmark International FundACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK Credit Suisse Group AG FinancialsCapital Markets Bear SIX Swiss ExchangeClient Withdrawals, exit strategy, investment banking, Reputational Risk, restructuring, risk management, Swiss Banks, turnaround, wealth management
Mar 31, 2023Fund LettersOakmark International FundLLOY.L Lloyds Banking Group FinancialsBanks Bull London Stock Exchangecapital return, dividend yield, European banks, Flight-to-quality, Free Cash Flow, Interest Rate Spreads, Share Buybacks, UK Banks, Value
Mar 31, 2023Fund LettersOakmark International FundISP.MI Intesa Sanpaolo FinancialsBanks Bull Borsa ItalianaBalance Sheet Quality, capital return, dividend yield, European banks, Flight-to-quality, Free Cash Flow, Interest Rate Spreads, Italian Banks, Value
Mar 31, 2023Fund LettersOakmark International FundBNP.PA BNP Paribas FinancialsBanks Bull Euronext Parisasset sales, capital allocation, dividend yield, European banks, Flight-to-quality, Free Cash Flow, Interest Rate Spreads, Share Buybacks, Value
Jan 12, 2026Fund LettersWeitz Partners III Opportunity FundLBRDA Liberty Broadband Corporation Communication ServicesCable & Satellite Bull NASDAQbroadband, cable, Converged Services, Free Cash Flow, Mobile Services, Network Upgrade, Non-Discretionary, share repurchases
Jan 12, 2026Fund LettersWeitz Partners III Opportunity FundBRK/A|CSGP|KMX CarMax, Inc. Consumer DiscretionarySpecialty Retail Bear NYSEautomotive, CEO Turnover, Digital Competition, Market Share Loss, Omni Channel, used car retail, Value trap
May 1, 2023Fund LettersAlta Fox Capital ManagementDAKT Daktronics Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQActivism, convertible note, Electronic Displays, manufacturing, market leader, Scoreboards, Supply Chain Recovery, turnaround, Value, Working Capital Normalization
Mar 31, 2023Fund LettersBrown Capital Management International All Company FundAUTO.OL AutoStore Holdings Ltd Information TechnologyTechnology Hardware, Storage & Peripherals Bull Oslo Stock ExchangeAS-RS, Cubic Storage, Labor shortage, market leader, robotics, Space Efficiency, warehouse automation
Mar 31, 2023Fund LettersBrown Capital Management International All Company Fund0268.HK Kingdee International Software Group Company Information TechnologyApplication Software Bull Hong Kong Stock ExchangeChina, Cloud computing, Enterprise software, ERP software, Huawei Competition, market share expansion, SME to Large Enterprise
Mar 31, 2023Fund LettersBrown Capital Management International All Company FundABCM Abcam PLC Health CareLife Sciences Tools & Services Bull NASDAQAntibodies, Drug Discovery, ERP implementation, Global distribution, life sciences, Mission-Critical, Research Tools
Mar 31, 2023Fund LettersBrown Capital Management International All Company FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM MercadoLibre Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQe-commerce, Fintech, Gmv Growth, infrastructure investment, Latin America, MercadoPago, Payments
Mar 31, 2023Fund LettersBrown Capital Management International All Company FundFLTR.L Flutter Entertainment plc Consumer DiscretionaryCasinos & Gaming Bull London Stock ExchangeEBITDA Positive, FanDuel, Gaming, market leader, Scale Advantages, Sports betting, US Expansion
Mar 31, 2023Fund LettersBurke Wealth Managament The Focused Growth StrategyISRG Intuitive Surgical Inc Health CareHealth Care Equipment & Supplies Bull NASDAQHealthcare Technology, Hospital Equipment, Medical devices, Minimally Invasive, Patient outcomes, Procedure Growth, recurring revenue, Robotic Surgery
Mar 31, 2023Fund LettersBurke Wealth Managament The Focused Growth StrategyCRM Salesforce Inc Information TechnologySoftware Bull NYSEActivist Investment, CRM Software, Enterprise software, margin expansion, operating leverage, profitability, Revenue Growth, SaaS
Mar 31, 2023Fund LettersBurke Wealth Managament The Focused Growth StrategyADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQAI investment, cost-cutting, digital advertising, Reels, social media, TikTok Competition, turnaround, workforce reduction
Mar 31, 2023Fund LettersBurke Wealth Managament The Focused Growth StrategyAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI revolution, Artificial Intelligence, data centers, Gpu, growth, semiconductors, technology

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