Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersBrown Capital Management International All Company FundWISE.L Wise PLC Financial ServicesFinancial Exchanges & Data Bull London Stock ExchangeCross Border Payments, Digital Disruption, Fintech, Global Payments, money transfer, Real-time Exchange, UK
-Fund LettersBrown Capital Management International All Company FundNVO Novo Nordisk A/S Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NYSEDenmark, Diabetes, duopoly, GLP-1, manufacturing capacity, obesity treatment, pharmaceuticals
-Fund LettersBrown Capital Management International All Company FundGIVN.SW Givaudan SA MaterialsSpecialty Chemicals Neutral SIX Swiss Exchangeconsumer goods, Essential Ingredients, Flavors, Fragrances, Restocking Cycle, specialty chemicals, Switzerland
-Fund LettersBrown Capital Management International All Company FundSHOP.TO Shopify Inc. Software & ServicesInternet Software & Services Bull Toronto Stock ExchangeCanada, digital payments, e-commerce, Gmv Growth, Merchant Services, platform, SaaS
-Fund LettersBrown Capital Management International All Company FundTEAM Atlassian Corporation Software & ServicesApplication Software Bull NASDAQAustralia, cloud migration, Collaboration Tools, Enterprise software, growth, SaaS, workflow management
-Fund LettersEagle Capital ManagementHUM Humana Inc Health CareHealth Care Providers & Services Bull NYSEcontrarian, earnings decline, healthcare, Medicare Advantage, Pure-Play, regulatory challenges, turnaround
-Fund LettersEagle Capital ManagementUNH UnitedHealth Group Inc Health CareHealth Care Providers & Services Bull NYSEDiversified Business, healthcare, Long-term holding, managed care, market leadership, Medicare Advantage, Regulatory risk
-Fund LettersEagle Capital ManagementCOP ConocoPhillips EnergyOil, Gas & Consumable Fuels Bull NYSEcapital allocation, Cyclical, energy, High Free Cash Flow, Modest Growth, Oil & Gas, Value
-Fund LettersEagle Capital ManagementAMZN Amazon.com Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQCloud computing, e-commerce, growth, High Growth, Long-Term Compounding, Reinvestment, technology
-Fund LettersBrown Capital Management International All Company FundMONOTARO.T MonotaRO Co., Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull TSEB2b, Digital transformation, e-commerce, Industrial Supplies, Japan, Logistics, market leader, MRO
-Fund LettersBrown Capital Management International All Company FundMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQcross-selling, digital payments, e-commerce, Fintech, Latin America, marketplace, network effects, Uruguay
-Fund LettersBrown Capital Management International All Company FundNVO Novo Nordisk A/S Health CarePharmaceuticals Bull NYSEDenmark, Diabetes, GLP-1, market leader, Metabolic Health, obesity treatment, pharmaceuticals, Wegovy
-Fund LettersBrown Capital Management International All Company FundMNDY Monday.com Ltd. Information TechnologyApplication Software Bull NASDAQCloud software, Free Cash Flow, GAAP profitability, IPO, Israel, SaaS, workflow management
-Fund LettersBrown Capital Management International All Company FundREA.AX REA Group Limited Communication ServicesInteractive Media & Services Bull ASXAustralia, Digital Marketplace, market leader, network effects, Real Estate Portal, technology platform
-Fund LettersClearBridge Investments Large Cap ValuePH Parker-Hannifin Corporation IndustrialsIndustrial Machinery Bull NYSEAerospace, Defense, Diversified Industrial, High-Quality Franchise, industrial machinery, Longer-Cycle Business, Motion Control Technologies, Peer Discount
-Fund LettersClearBridge Investments Large Cap ValueAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, custom silicon, Durable Growth, Low-20s P/E, Mid-Teens EPS Growth, semiconductors, Subscription-Based, VMware Acquisition
-Fund LettersClearBridge Investments Large Cap ValueSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bull NASDAQBreakfast Consumption, Brian Niccol, Coffee, customer experience, Global Brand, Normalized Basis, operational expertise, Restaurants, turnaround
-Fund LettersClearBridge Investments Large Cap ValueORLY O'Reilly Automotive, Inc. Consumer DiscretionaryAutomotive Retail Bull NASDAQAuto parts, Automotive Retail, Best-in-Class Operator, Consumer Discretionary, Counter-cyclical, high-ROIC, market share gains, Reasonable Valuation
-Fund LettersClearBridge Investments Large Cap ValueAPD Air Products and Chemicals, Inc. MaterialsIndustrial Gases Bull NYSEasset divestitures, capital allocation, China exposure, Green Hydrogen, Industrial Gases, NEOM Project, operational focus, Succession Planning
-Fund LettersClearBridge Investments Large Cap ValueSHW The Sherwin-Williams Company MaterialsSpecialty Chemicals Bull NYSEBest-in-Class Operator, High-Quality Franchise, Housing, market share gains, Paint, Pricing power, Raw Material Deflation, specialty chemicals

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