Aristotle Large Cap Growth on Oracle $ORCL US Thesis: Oracle is well-positioned for strong revenue growth driven by its cloud infrastructure and AI computing needs, along with positive outcomes from its Cerner business. (Extract from their Q1 letter)

Symmetry on Catella $CATI SS Thesis: Catella is strategically positioning itself for a stronger real estate market in 2024 by streamlining costs, improving its balance sheet, and experiencing positive net inflows amidst a recovery trend. (Extract from their Q1 letter)

Artisan US Mid Cap Growth Strategy on DoorDash $DASH US Thesis: DoorDash is a technology-driven marketplace that leads the restaurant delivery sector while expanding into grocery delivery, aiming for profitability through its established Dasher network despite current losses in

Symmetry on JDC Group $JDC GR Thesis: JDC Group is well-positioned for growth, achieving significant revenue and EBITDA increases, while its stock remains undervalued, presenting a promising investment opportunity. (Extract from their Q1 letter)

Symmetry on PAR Technology $PAR US Thesis: PAR Technology is rapidly transforming into a leading cloud software provider for the restaurant industry, achieving 102% annual recurring revenue growth in 2024 through strong organic growth and strategic acquisitions. (Extract from

Artisan Global Equity Strategy on Live Nation Entertainment $LYV US Thesis: Live Nation Entertainment is poised for growth due to strong post-pandemic demand for live events, despite potential risks from an ongoing antitrust case. (Extract from their Q1 letter)

Artisan US Mid Cap Growth Strategy on CCC Intelligent Solutions $CCCS US Thesis: CCC Intelligent Solutions is the largest software provider for accident claims processing and auto repair facilities in the US, leveraging its scale and industry expertise to drive growth through

Artisan US Mid Cap Growth Strategy on Bright Horizons $BFAM US Thesis: Bright Horizons is a leading childcare solutions provider that helps employers enhance talent retention and productivity while addressing families' work/life challenges, with significant growth potential in

Symmetry on Freetrailer Group $N/AFREETR SS Thesis: Freetrailer Group is experiencing significant revenue growth and market expansion, particularly in the Netherlands, while maintaining strong performance in its existing Scandinavian markets. (Extract from their Q1 letter)

Artisan US Mid Cap Growth Strategy on Snowflake $SNOW US Thesis: Snowflake is a premier cloud data warehouse and analytics platform poised for growth due to its scalable architecture and alignment with increasing demand for data organization and analysis tools. (Extract from

Symmetry on FBD Holdings $FBD ID Thesis: FBD Holdings is a strong investment with a 16% dividend yield, robust growth driven by its agricultural segment, and trading below book value despite strong profitability. (Extract from their Q1 letter)

Symmetry on Origin Enterprises $OGN ID Thesis: Origin Enterprises is positioned as a unique defensive investment with strong dividend and buyback returns while pursuing organic and acquisition-driven growth in the ecologically sustainable market. (Extract from their Q1 letter)

Artisan US Mid Cap Growth Strategy on Viking $VIK US Thesis: Viking is a leading cruise operator targeting affluent travelers with a focus on destination-based itineraries, well-positioned for revenue growth and margin expansion. (Extract from their Q1 letter)

Symmetry on Gentoo Media $G2M SS Thesis: Gentoo Media is positioned for strong growth in 2025, with significant cash flow generation and plans for refinancing and potential share buybacks following its spin-off from Gaming Innovation Group. (Extract from their Q1 letter)

Symmetry on CTT – Correios de Portugal $CTT PL Thesis: CTT – Correios de Portugal is expected to achieve strong growth and margin expansion in 2025, driven by robust performance in its logistics and banking segments, alongside acquisitions and a recovery in financial services.

Symmetry on Admiral Group $ADML LN Thesis: Admiral Group is a leading UK car insurance company with a strong profit growth of 96% in 2024, significant upside potential in its stock, and an attractive dividend yield of 8-9%. (Extract from their Q1 letter)

Symmetry on Protector Forsikring $PROT NO Thesis: With double-digit premium growth, elite investment returns, and geographic expansion, Protector Forsikring combines compounder credentials with a low valuation—offering rare long-term upside. (Extract from their Q1 letter)

Symmetry on International Workplace Group $IWG LN Thesis: International Workplace Group is a leading flex office platform with significant growth opportunities, driven by its successful Managed & Franchise segment, while trading at an attractive valuation and actively returning

Artisan US Mid Cap Growth Strategy on Baker Hughes $BKR US Thesis: Baker Hughes is well positioned for profitable growth due to increasing demand for US LNG in Europe, rising gas infrastructure investments, and a focus on aftermarket services. (Extract from their Q1 letter)