Investment Research Catalog
Spring 2025

Technology

Trimble (NASDAQ:TRMB)

Overweight

Global Macro

GBP (£) / USD ($)

Short

Special Situations

PENN Entertainment (NASDAQ:PENN)

Overweight

Pure Alpha: TMT

Qualcomm (NASDAQ:QCOM)

Overweight

Global Macro

S&P 500 Momentum ETF (NYSE:SPMO)

Overweight

Special Situations

Immersion Corporation (NASDAQ:IMMR)

Overweight

Pure Alpha: Generalist

AAR Corporation (NYSE:AIR)

Overweight

Consumer & Retail

Philip Morris (NYSE:PM)

Overweight

Pure Alpha: Generalist

SentinelOne (NYSE:S)

Overweight

Global Macro

KraneShares CSI China Internet ETF (NYSE:KWEB)

Debit Spread

Pure Alpha: Generalist

Mattel, Inc. (NasdaqGS:MAT)

Overweight, Take-Private

Special Situations

AMC (NYSE: AM)

L/S Capital Structure Arbitrage

Global Macro

US Treasury (Underweight) & Gold (Overweight)

Pair Trade

Pure Alpha - Generalist

Expedia (NASDAQ:EXPE)

Overweight

Global Macro

USD ($)

Appreciation Hedge

Real Estate / Infrastructure

Chargepoint (NYSE: $CHPT)

Overweight

Pure Alpha: Energy

Ameresco (NYSE: AMRC)

Overweight

Technology

Lumen Technologies (NYSE: LUMN)

Overweight

Consumer & Retail

Wayfair (NYSE: W)

Underweight

Global Macro

ARS ($)

Short

Consumer & Retail

Costco (NASDAQ: COST)

Overweight

Technology

CDW Corporation (NASDAQ: CDW)

Overweight

Pure Alpha: Energy

Vestas Wind (OTCMKTS: VWDRY)

Long Term Hold

Technology

Asana Inc(NYSE: ASAN)

Overweight

Generalist

Sirius XM (NASDAQ:SIRI)

Overweight

Industrials

MYR Group (NASDAQ:MYRG)

Overweight

Real Estate

Seritage Growth Properties (NYSE:SRG)

Overweight

Fall 2024
Spring 2024
Spring 2022

Fall 2021

Spring 2021

Fall 2020