Morgan Dempsey - Large Cap Value
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Miscellaneous Materials
Past Performance Commentary
2023 - 2024 Stock Write-Ups
Alexandria Real Estate - Initiate Position - November 2024
Main Street Capital - Initiate Position - November 2024
Eversource Energy - Initiate Position - July 2024
Entergy - Initiate Position - June 2024
Crown Castle Intl - Update - April 2024
Starbucks - Initiate Position - April 2024
Hershey - Initiate Position - April 2024
WEC Energy Group - Initiate Position - March 2024
Cummins - Initiate Position - October 2023
Medtronic PLC - Initiate Position - June 2023
LyondellBasell Industries - Initiate Position - May 2023
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