OUSEMG
Featured Pitches
Tech and Communications
Fabrinet.
A high-flying technology hardware manufacturing name with a large customer base and end markets.
Palo Alto Networks.
Cybersecurity leader with strong secular tailwinds and critical products.
Apple Inc.
A classic household name with upside from the services segment and tech innovation.
Materials and Industrials
Barrick Gold Corp.
Our portfolio’s gold hedge, better product mix than peers, and better unit economics.
Dover Corporation.
A diversified industrial producer with a robust bolt-on M&A strategy.
Air Products and Chemicals.
A chemicals producer with a wide portfolio targeting stable end markets and high return strategy.
Healthcare and Biotech
United Therapeutics Corp.
A high-flying technology hardware manufacturing name with a large customer base and end markets.
BioMarin Pharma.
Strong pipeline as a biotech, with focus on emerging markets and approvals.
Steris PLC.
Strong macro trend drivers with strategic product launches in health care supplies.
Financials and REITs
JPMorgan Chase & Co.
A household banking name with industry-leading business segments and strong deposits.
American Tower Corp.
6G and Data Center demand driving a strong business model forward.
MetLife.
Healthier operating segments incrementally get better as business investment increases.
Energy and Utilities
Cheniere Energy.
LNG producer with solidified contract agreements and liquefaction plant growth.
Coterra Energy Inc.
Shift to oil production base boosts valuation potential compared to natural gas mix.
Schlumberger.
Industry-leading tech services for oilfields drive higher earnings as production ramps up.
Consumer Cyclical and Non-Cyclical
TJX Companies Inc.
Product pricing allows TJX to increase traffic for good deals expanding margins through cost cutting.
Target Corp.
Seasonal earnings growth helps TGT with valuation comeback.
Costco Wholesale.
A classic household name with upside from industry-leading membership pricing strategies.