Issue Archive

		May 31, 2025	BUY ISSUE
		Featured Investors: Bill Nygren, Michael Nicolas, Oakmark Funds; Steven Scruggs, Bragg Financial Advisors; Daniel Malan, Perspective Investment Management; Cale Smith, Bastion Fiduciary Featured Investments: Advance Auto Parts, Airbnb, Diamondback Energy, First Citizens Bancshares, Keurig Dr Pepper, Phillips 66, RLI Corp., TD Synnex, UGI Corp., Vishay Intertechnology

		April 30, 2025	BUY ISSUE
		Featured Investors: Bernard Horn, Polaris Capital Management; Adam Wilk, Greystone Capital Management; Kim Shannon, Sionna Investment Managers; Ryan Krafft, Scott Management Featured Investments: Barry Callebaut, Endesa, Great-West Lifeco, Kits Eyecare, LATAM Airlines, Leon’s Furniture, Limbach Holdings, Loomis, Natural Resource Partners, Norconsult, Suncor Energy, Sylogist, Tecnoglass

		March 31, 2025	BUY ISSUE
		Featured Investors: Edgar Allen, High Ground Investment Management; Brian Bythrow, Wasatch Global Investors; Alissa Corcoran, Kopernik Global Investors; Graeme Forster, Orbis Investment Management; Rezo Kanovich, Artisan Partners; Charles Lemonides, ValueWorks; Robert Robotti, Robotti & Co.; Lucas White, GMO Featured Investments: Ariake Japan, BCE Inc., ConvaTec, CyberAgent, EZCorp, Five Point Holdings, Genmab, Hyster-Yale, Ivanhoe Mines, Kosmos Energy, Legal & General, LG Corp., NPK International, Seabridge Gold, Tidewater, Tractor Supply

		February 27, 2025	BUY ISSUE
		Featured Investors: Steve Morrow, Alexander McLean, NewSouth Capital Management; Daniel Bakalarz, Alex Furmanski, Unison Asset Management; John Rotonti, Islamorada Investment Management; John Spears, Tweedy, Browne Co.; Dev Kantesaria, Valley Forge Capital Management Featured Investments: Alphabet, ASML Holding, Avantor, Deere, Elevance Health, FirstCash Holdings, Installed Building Products, LKQ Corp., NICE Ltd., Nu Holdings, Thermon Group

		January 31, 2025	BUY ISSUE
		Featured Investors: Richard Pzena, Pzena Investment Management; Zeke Ashton, Ashton Capital; Ronald Chan, Chartwell Capital; Django Davidson, Hosking Partners Featured Investments: 4imprint Group, Accesso Technology, Alibaba, Anglo American Platinum, Central Securities, China Overseas Land, CVS Health, Humana, Impala Platinum, Nike, Northam Platinum, Sibanye Stillwater, Sylvania Platinum, VTech