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May 31, 2024 BUY ISSUE

Featured Investors: George Davis, Scott McBride, Hotchkis & Wiley; Nick Tompras, Alpine Capital Research; Daniel Barker, Eric Almeraz, Apis Capital; Tucker Golden, Solas Capital; Kris Medina, Medina Value Partners; Andrew Hollingworth, Holland Advisors

Featured Investments: APA Corp., Ericsson, Jamieson Wellness, Liberty Global, Magna International, Nu Holdings, Power Corp. of Canada, Tongwei, U.S. Bancorp, U.S. Physical Therapy

April 30, 2024 BUY ISSUE

Featured Investors: Alex Captain, Cat Rock Capital; Jonathan Tanne, Tangible Investment Management; Cole Smead, Smead Capital Management; Arvind Sanger, Geosphere Capital; John Barr, Needham Funds; Michael Marone, Crescent Rock Capital

Featured Investments: Cenovus Energy, Cettire, Docebo, Golar LNG, Halyk Savings Bank, Kaspi, OSB Group, Pandora, SBM Offshore, Semrush, Softcat, Stellantis, Super Micro Computer, Warrior Met Coal

March 30, 2024 BUY ISSUE

Featured Investors: Bob Desmond, Adam Chandler, Claremont Funds Management; Hugh Sergeant, William Lough, George Ensor, River Global Investors; Scott Miller, Greenhaven Road Capital; Shawn Hendon, Torray Investment Partners; Brad Hathaway, Far View Capital

Featured Investments: Burford Capital, Cellebrite, Clarkson, CME Group, Danieli, Dassault Systemes, Hagerty, Henry Schein, Royalty Pharma, Shaftesbury Capital, Zoetis

February 29, 2024 BUY ISSUE

Featured Investors: Murray Stahl, Horizon Kinetics; Alexander Roepers, Atlantic Investment Management; Shivani Vohra, Parnassus Investments; David Perkins, Ironvine Capital; David Poppe, Giverny Capital Asset Management

Featured Investments: Aker Solutions, AstraZeneca, CACI International, Eastman Chemical, Mesabi Trust, Niterra, PrairieSky Royalty, Rexel, Thermo Fisher Scientific, Urbana, Wesco International

January 31, 2024 BUY ISSUE

Featured Investors: Todd Morris, Daniel Fields, Polen Capital ; Glenn Welling, Engaged Capital; Chris Davis, Davis Advisors; Hunter Doble, Hotchkis & Wiley; Derek Pilecki, Gator Capital Management; Bruce Martin, Still Lake Capital

Featured Investments: Bank of New York Mellon, Black Rifle Coffee, Bunzl, Citigroup, Evolent Health, Floor & Décor, Icon, ING, Interface, Mohawk Industries, OneMain Holdings, Sage Group, Shake Shack