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October 31, 2023 BUY ISSUE

Featured Investors: Marcel Houtzager, Nikhil Rastogi, Kabouter Management; Arvind Sanger, Geosphere Capital Management; Ryan Dobratz, Quentin Velleley, Jason Wolf, Third Avenue Management; Ben Axler, Spruce Point Capital

Featured Investments: Alpha Group, Anicom, CRE Inc., Gulfport Energy, Hudbay Minerals, Lectra, Lennar, National Energy Services, Rollins, Vesta, Weatherford, Zuken

September 30, 2023 BUY ISSUE

Featured Investors: Andrew Wellington, Lyrical Asset Management; John Barr, Needham Asset Management; Stefan Magnusson, Orbis Investments; Will Brennan, Long Path Partners; Paul Espinosa, Seafarer Capital Partners

Featured Investments: Altus, Ameriprise, Anheuser-Busch InBev, Aspen Aerogels, Expedia, Global Payments, Jardine Matheson, Kiwoom Securities, Nova, PDF Solutions, TD Synnex, United Rentals, Vicor

August 31, 2023 BUY ISSUE

Featured Investors: Álvaro Guzmán, Fernando Bernad, Azvalor Asset Management; Chris Pavese, Broyhill Asset Management; Robert Wright, Potbelly Corp.; Mark Meulenberg, Masonry Capital

Featured Investments: Arch Resources, DHT Holdings, Dollar General, Euronav, Frontline, Grifols, International Seaways, Nintendo, Petra Diamonds, Philip Morris, Potbelly, Scorpio Tankers, Suzano, Universal Music

July 28, 2023 BUY ISSUE

Featured Investors: Chris Kiper, Legion Partners; Stephen Arnold, Aoris Investment Management; David Nierenberg, Damon Benedict, Nierenberg Investment Management; David Poppe, Giverny Capital; James Davolos, Horizon Kinetics

Featured Investments: Accenture, Amphenol, Bunge, Cintas, Clear Channel Outdoor, Copart, DigitalBridge, Garrett Motion, Installed Building Products, LVMH, Nutanix, Potbelly, Primo Water

June 30, 2023 BUY ISSUE

Featured Investors: Clyde McGregor, Michael Nicolas, Oakmark Funds; Tucker Golden, Solas Capital; Jim Falbe, Saguaro Capital; Adam Epstein, Maze Investments; Edgar Allen, High Ground Investment Management

Featured Investments: Ardagh Metal Packaging, Capital One, Intercontinental Exchange, Interroll Holding, KKR & Co., Lithia Motors, Natural Resource Partners, NewtekOne, NFI Group, PayPal, Shimano

May 31, 2023 BUY ISSUE

Featured Investors: Brad Barth, Liping Cai, Juliette Douglas, Ben Gardiner, Spencer Hackett, Mark Madsen, Grandeur Peak Global Advisors; Rezo Kanovich, Artisan Partners; Conor Muldoon, Causeway Capital Management; Adam Patinkin, David Capital; Andrew Baumbusch, Colin Dunn, Cambiar Investors

Featured Investments: Aixtron, AMN Healthcare, Banco Bradesco, Barclays, Global Industrial, Jet2, Kinaxis, Kogan.com, Riverstone Holdings, Sun*, Swedish Orphan Biovitrum, Virbac, Volution Group, Weis Markets

April 30, 2023 BUY ISSUE

Featured Investors: Andrew Foster, Seafarer Funds; Scott Thomas, Wasatch Global Investors; Daniel Malan, Perspective Investment Management; Laura Geritz, Rondure Global Advisors; Amit Wadhwaney, Moerus Capital; Edgar Allen, High Ground Investment Management; Michael Marone, Boris Vuchic, Crescent Rock Capital; Arvind Sanger, Geosphere Capital Management

Featured Investments: Bajaj Finance, CBD, Gerresheimer, GMexico Transportes, Hyundai Mobis, KBR, Knorr-Bremse, MRC Global, OSB Group, Remgro, Tidewater, Vishay Intertechnology

March 31, 2023 BUY ISSUE

Featured Investors: Matthew Fine, Third Avenue Management; Greg Morillo, David Butler, Argosy-Lionbridge Management; Joseph Boskovich Sr., Old West Investment Management; Alex Fitch, Oakmark Funds; David Perkins, Ironvine Capital Partners

Featured Investments: Alexander’s, Alphamin Resources, Apartment Investment & Management, Bank of Ireland, Bunge, Capstone Copper, Charles Schwab, Independence Realty Trust, Thermo Fisher Scientific, Tricon Residential, Warrior Met Coal, WildBrain

February 28, 2023 BUY ISSUE

Featured Investors: Michael Cook, Phillip Cook, SouthernSun Asset Management; David Iben, Kopernik Global Investors; Ravee Mehta, Nishkama Capital; Guy Baron, Springview Capital

Featured Investments: Alteryx, Dycom Industries, Five9, Flex, Golden Agri-Resources, KT Corp., Seabridge Gold, U.S. Physical Therapy, Watsco, White Mountains

January 31, 2023 BUY ISSUE

Featured Investors: Joel Tillinghast, Samuel Chamovitz, Morgen Peck, Fidelity Investments; Whitney George, Sprott; Joseph Shaposhnik, TCW Group; Charles Lemonides, ValueWorks; Jonathan Boyar, Boyar Asset Management

Featured Investments: Concentrix, Daiwa Industries, DCC Plc, Equinox Gold, FactSet, GrafTech, Hess, JD Sports Fashion, Marcus & Millichap, Schnitzer Steel, Scotts Miracle-Gro, Sprott Uranium Miners ETF