|
Apr 28, 2026 |
Fund Letters |
Broyhill Asset Management |
Dollar General Corp.
|
Consumer Discretionary |
General Merchandise Stores |
Bull
|
NYSE |
discount retail, inventory management, Operational Turnaround, Rural Demographics, same-store sales, value investing |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Appleseed Fund |
Dollar General Corp
|
Consumer Discretionary |
General Merchandise Stores |
Bull
|
NYSE |
consumer staples, defensive, Discount Retailer, high-ROIC, Rural Markets, Small Basket, turnaround, Value |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Broyhill Asset Management |
Dollar General Corp.
|
Consumer Discretionary |
General Merchandise Stores |
Bull
|
NYSE |
consumer staples, Demographics, discount retail, Operational Turnaround, Rural Markets, Store growth, Value retail |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Mar Vista Strategic Growth Fund |
TransDigm Group Incorporated
|
Industrials |
Aerospace & Defense |
Bull
|
NYSE |
Aerospace, Aftermarket Parts, Defense, high margins, Industrial, Oem, Pricing power, proprietary products |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Centerstone Investors Fund |
Dollar General
|
Consumer Discretionary |
General Merchandise Stores |
Bull
|
NYSE |
Cyclical Recovery, Defensive Retail, discount retail, Everyday Low Prices, Low-Income Consumers, market share gains, Rural Markets, Scale Economics |
View Pitch |