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Value
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 26, 2026 |
Cambiar SMID Fund Ania A. Aldrich
|
View | AI, Value, Small Caps, Credit Stress | ACVA, ALGN, BOKF, COO, EEFT, FNF, GOOGL, JBHT, LAZ, MAS, NVDA, WFC, WSC | AI, Credit Stress, financials, healthcare, Quality, small caps, value |
| 2025 Q4 | Jan 20, 2026 |
Plural Investing Chris Waller
|
View | Value, Luxury | LOGC, WOSG.L | discount, Intrinsic Value, Luxury, Quality, retail, small caps, value |
| 2025 Q4 | Feb 12, 2026 |
Optimist Fund Jordan McNamee
|
View | Value, Growth, E-commerce | AFRM, CVNA, DASH, DICEY.L, FVRR, HFG, LTHM, META, MNDY, NFLX, PTON, ROOT, TDUP, UBER, W | Compounding, E-Commerce, growth, long-term, technology, value |
| 2025 Q4 | Jan 30, 2026 |
Aristotle Value Equity Fund Howard Gleicher
|
View | AI, Rates, Value, Trade Policy | AMGN, CBSH, COF, LEN, MRK, MSFT, PH, SONY, STZ, TDY, UBER, USB, WFC | AI, earnings, large cap, rates, Trade Policy, US, value |
| 2025 Q4 | Jan 21, 2026 |
Oldfield Partners LLP Richard Oldfield
|
View | Value, United Kingdom | - | diversification, Forecasting, risk management, United Kingdom, value |
| 2025 Q4 | Jan 11, 2026 |
Overstone Global Equity Fund Samuel Ziff
|
View | AI, Value, Luxury | 005930.KS, ASML, BABA, BNZL.L, CNHI, EXO.MI, HEN3.DE, LLOY.L, MT, NVDA, PHG, RACE, STLA, TSM, UHR.SW | AI, diversification, global, Luxury, semiconductors, technology, value |
| 2025 Q4 | Jan 14, 2026 |
AVI Japan Opportunity Trust Joe Bauernfreund
|
View | Value, Japan | 3963.T, 4347.T, 8929.T | Engagement, Governance, Japan, small cap, value |
| 2025 Q4 | Feb 5, 2026 |
Northern Large Cap Value Fund Mark Sodergren
|
View | Value, Quality | - | healthcare, large cap, Pharmaceuticals, Quality, value |
| 2025 Q4 | Jan 23, 2026 |
Downing Fox Funds Simon Evan-Cook
|
View | AI, Value, Quality, Small Caps | NVDA | active management, diversification, global, Multi-Strategy, Quality, small caps, Uk, value |
| 2025 Q4 | Jan 18, 2026 |
The Davenport Value & Income Fund George L. Smith III
|
View | AI, Value, Dividends, Buybacks | ACN, ADBE, ARE, C, CTAS, EOG, FDX, GOOG, HPQ, ISRG, META, MMC, MRVL, MSFT, NOW, NVDA, ORCL, SPOT, UBER, UNP, VRTX | AI, Buybacks, dividends, large cap, technology, value |
| 2025 Q4 | Dec 31, 2025 |
Fortress – Fixed Income Fund Roger Cave
|
View | AI, Value, Trade Policy | 005930.KS, 0700.HK, 1288.HK, 1585.HK, 1878.T, 2318.HK, 392.HK, 3968.HK, 6920.T, 8035.T, 916.HK, ACN, AMAT, AXP, BABA, BBDO, BNZL.L, BRK.B, BTI, CHTR, FMC, GMEXICOB.MX, GRMN, HSY, ITUB, IX, JNJ, LOGI, MC.PA, MRK, NTES, NVO, ORLY, PDD, PHM, ROG.SW, SBS, SNA, TSM, UNH, VALE, VRTX, WKL | AI, Bonds, emerging markets, healthcare, international, technology, Trade Policy, value |
| 2025 Q4 | Jan 8, 2026 |
Compound Everyday Capital Management LLP Sumit Sarda
|
View | AI, Value, Quality | - | AI, Competitive Advantage, India, long-term, Portfolio Management, Quality, value |
| 2025 Q4 | Jan 23, 2026 |
Bell Global Emerging Companies Fund Ned Bell
|
View | Value, Quality, Small Caps | 3064.T, 6146.T, AMS.MC, AUTO.L, BJ, BOOT, CHKP, CNM, COR, CPG.L, DB1.DE, GWW, LPLA, MSCI, ODFL, PCTY, SCI, TSCO, TTC, TTI.HK, VEEV, WKL.AS | global, industrials, Quality, SMID Cap, technology, value |
| 2025 Q4 | Jan 13, 2026 |
FAM Dividend Focus Fund John Fox
|
View | AI, Value, Dividends, Quality | AJG, APH, AVY, BR, CDW, CTAS, HEI, HLI, IEX, JKHY, MCHP, MLM, PAYX, ROST, RSG, STE, SYK, TT, VRSK, WSO | AI, dividends, healthcare, mid cap, Quality, technology, value |
| 2025 Q4 | Jan 29, 2026 |
Ashva Capital Management Ankur Shah
|
View | AI, Value, Semiconductors, Quality | AAPL, AMD, AMZN, COST, CSCO, DIS, GOOGL, HIMS, META, MU, NFLX, NVDA, PLTR, SPOT, UBER, WMT, ZG | AI, Compounding, long-term, Quality, semiconductors, technology, US, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Focus Plus C.T. Fitzpatrick
|
View | AI, Value, Quality, Small Caps, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, SW.PA, SWKS, TRU, UNH | AI, healthcare, insurance, Quality, small caps, technology, value |
| 2025 Q4 | Jan 28, 2026 |
Grandeur Peak Emerging Markets Opportunities Fund Juliette Douglas
|
View | Value, Quality, Small Caps, Earnings | - | earnings, emerging markets, Foreign, growth, Quality, small caps, SMID, value |
| 2025 Q4 | Jan 5, 2026 |
St. James Investment Company Robert J. Mark
|
View | AI, Valuations, Value, ETFs | NVDA | AI, Bubble, ETFs, Market Risk, Passive investing, Probability, Valuations, value |
| 2025 Q4 | Jan 23, 2026 |
Olesen Value Fund Christian Olesen
|
View | Value, Small Caps | JPM, MN, VTU.L | contrarian, global, Long-only, Micro Cap, small caps, value |
| 2025 Q4 | Jan 29, 2026 | View | Gold, Value, Precious Metals, Materials | 6586.T, AENA.MC, AMS.JO, BAYN.DE, BLU.JO, CGR.JO, COH.JO, DGE.L, HAR.JO, JD, KSPI.L, MTN.JO, SLV, TBS.JO, YRK.JO | gold, Long/Short, materials, Mining, Precious Metals, South Africa, value | |
| 2025 Q4 | Jan 15, 2026 |
M&G Investment Fabiana Fedeli
|
View | AI, Value, Semiconductors, Quality | 000660.KS, 005930.KS, 0700.HK, 2308.TW, 2317.TW, BABA, BE, EXPN.L, GOOGL, LITE, LSEG.L, NVDA, REL.L, STX, TSM, WDC | AI, geopolitics, Polarisation, Quality, semiconductors, technology, value |
| 2025 Q4 | Feb 11, 2026 | View | Value, Defense, Dividends, Pharmaceuticals | 005930.KS, BAE.L, CNHI, DHL.DE, GOOGL, IONS, J36.SI, KEMIRA.HE, MEGACPO.MX, NESN.SW, NOVN.SW, RB.PA, RHM.DE, ROG.SW, SAF.PA, TFC, TTE, U11.SI, USB, ZURN.SW | defense, dividends, global, industrials, Pharmaceuticals, value | |
| 2025 Q4 | Feb 4, 2026 |
AMG Yacktman Focused Fund Stephen Yacktman
|
View | AI, Media, Value, Semiconductors, Electric Vehicles, South Korea | 005380.KS, 005930.KS, 012330.KS, AAPL, CNRL.TO, FOXA, MSFT, MU, NFLX, NVDA, PEP, SCHW, UHAL, WBD | AI, Auto Parts, free cash flow, Media, semiconductors, South Korea, technology, value |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue International Real Estate Value Fund Quentin Velleley
|
View | Value, Real Estate, Self Storage REITs | 8923.T, BYG.L, CTP.AS, GLV.L, HKL.L, LLC.AX, MPNGF, NSR.AX, SVI.TO, TEG.DE, VEST.MX | Asia, discount, international, NAV, Privatization, real estate, Self Storage, value |
| 2025 Q4 | Jan 12, 2026 |
Summers Value Fund Andrew Summers
|
View | Healthcare, Value, Small Caps | CCSI, DPLO, ELMD, ENDP, NVO | concentrated, healthcare, long-term, small caps, special situations, value |
| 2025 Q4 | Jan 16, 2026 |
Stonehearth Capital Management Jamie Upson
|
View | Rates, Value, Growth | - | Fed, growth, inflation, international, rates, Sectors, value |
| 2025 Q4 | Jan 15, 2026 |
L1 Capital Long Short Fund Andrew Larke
|
View | AI, Uranium, Gold, Value, Infrastructure, Travel, Lithium, Steel | ALL.AX, AZJ.AX, BSL.AX, CRH, CTD.AX, FLT.AX, FTT.AX, JHX.AX, LLOY.L, LNW.AX, LSF.AX, MIN.AX, STLD, WGX.AX | Australia, gold, infrastructure, Long/Short, Steel, Travel, value |
| 2025 Q4 | Feb 10, 2026 |
FPA Queens Road Small Cap Value Fund Steve Scruggs
|
View | Value, Quality, Small Caps | AAP, CSGS, FN, IDCC, NJR, OSK, PLUS, PVH, REVG, RLI, SFBS, SFM, SNX, UGI, UPBD | insurance, Quality, small cap, technology, Utilities, value |
| 2025 Q4 | Jan 30, 2026 |
Motiwala Capital Adib Motiwala
|
View | Value, Dividends, Japan, Buybacks | 4832.T, 6201.T, 6489.T, 7203.T, 8001.T, 8002.T, 8031.T, 8053.T, 8306.T, 8593.T, 9658.T, 9687.T | Buybacks, Corporate Governance, dividends, Japan, technology, Trading Houses, value |
| 2025 Q4 | Jan 15, 2026 |
Lyrical Asset Management Andrew Wellington
|
View | Value, Travel | AAPL, AER, AMG, AMZN, EBAY, EXPE, FFIV, FLEX, GOOGL, HCA, JCI, META, MSFT, NRG, NTAP, NVDA, SNX, TSLA, UBER, URI | EPS Growth, growth, international, Performance, valuation, value |
| 2025 Q4 | Jan 29, 2026 |
Leonard Rickey Investment Advisors, P.L.L.C. Matt Hargreaves
|
View | AI, Rates, Value, Dollar | - | AI, Dollar, Fed, growth, international, rates, technology, value |
| 2025 Q4 | Jan 8, 2026 |
Oakmark International Fund David G. Herro
|
View | Value, Quality, Japan, South Korea | - | ETFs, Europe, international, Japan, Korea, Quality, value |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Small-Cap Fund Ross Glotzbach
|
View | Media, Value, Real Estate, Alcohol | ALX, CLW, CNX, CUERVO.MX, ESRT, GHC, GLIBA, GRUMA.MX, MAT, PCH, RYN, SAM, SHEN, TRIP, WTM | Alcohol, Media, real estate, small cap, Telecommunications, undervalued, value |
| 2025 Q4 | Jan 22, 2026 |
Pelican Bay Capital Management Tyler Hardt
|
View | AI, Value, Homebuilders | ACM, BF.B, BLDR, CME, CSCO, FDS, GNRC, Gold, GOOG, MU, ODFL, ON, TOL, ZTS | AI, concentrated, healthcare, Homebuilders, Quality, semiconductors, technology, value |
| 2025 Q4 | Jan 18, 2026 |
Distillate Capital Small/Mid Cap Quality & Value Thomas Cole
|
View | Value, Quality, Small Caps | BMY, CAH, CSCO, ELV, FFIV, FI, GPS, HCA, JBHT, JNJ, LOW, MO, MPC, MRK, REGN, TDC, TEL, TMUS, UBER, VST | free cash flow, fundamentals, Quality, rebalancing, small cap, valuation, value |
| 2025 Q4 | Feb 3, 2026 |
MSA Capital Partners Fund / Truffle Fund Mathias Saggau
|
View | AI, Value, Buybacks | ABF.L, DCC.L, FERG.L, FPE3.DE, MWG.L, TCX, UTDI.DE, VWPL.L, WINE.L | AI, Buybacks, Conglomerates, Europe, underperformance, value |
| 2025 Q4 | Jan 7, 2026 |
Kingdom Capital Advisors David Bastian
|
View | Value, Small Caps, Resilience | AIV, AKA, CRSXF, HRBR, MAGN, NLOP, NVRI, SUP, TSSI, UNFI, WW | concentrated, Liquidations, Microcap, special situations, Turnarounds, value |
| 2025 Q4 | Jan 23, 2026 |
Fairlight Alpha Fund Andrew Martin
|
View | AI, Value, Gold Miners | ALLOG.PA, MMY.TO, SHEL.DE, SRB.L | AI, commodities, Gold Miners, small caps, technology, value |
| 2025 Q4 | Jan 12, 2026 |
Rockwood Strategic Richard Staveley
|
View | Value, Small Caps, United Kingdom | ADF.L, CAPD.L, CAU.L, CPI.L, CSC.L, EYE.L, FCH.L, FLO.L, FSJ.L, FTC.L, KOO.L, MERC.L, PEN.L, RKW.L, RST.L, SAA.L, STV.L, TET.L, TON.L, TRB.L, TRI.L, TUNE.L, VANQ.L, VLE.L | Engagement, Recovery, small caps, turnaround, United Kingdom, value |
| 2025 Q4 | Jan 29, 2026 |
Hotchkis & Wiley Small Cap Value Fund Jim Miles
|
View | Value, Small Caps, Risk Appetite | - | Correction, fundamentals, profitability, Quality, Russell 2000, small caps, Speculation, value |
| 2025 Q4 | Jan 16, 2026 |
Comus Investment Aaron J. Saunders
|
View | Value, Hong Kong | - | Cash, Hong Kong, Opportunities, pricing, Small-caps, value |
| 2025 Q4 | Feb 17, 2026 |
Cullen Small Cap Value Fund James Cullen
|
View | Rates, Value, Small Caps, Earnings | CTRA, CUZ, DOUG, EFSC, HIW, HP, JBSS, LDI, NMRK, POR, SSB, TREE | earnings, energy, financials, rates, small caps, Utilities, value |
| 2025 Q4 | Jan 20, 2026 |
WisdomTree, Inc. Pierre Debru
|
View | AI, Value, Defense Spending | - | AI, defense, emerging markets, Europe, Factors, growth, Quality, value |
| 2025 Q4 | Jan 20, 2026 |
Highwood Value Partners Desmond Kingsford
|
View | Energy, Value, Capital Markets | 2333.HK, ALIM-B.ST, BOL.PA, BORR, BUR.L, FEVR.L, GETB.L, JZC.L, MOT.L, ODET.PA, PROT.OL, RYA.L, STDRL.OL, SYY, TAP, TGO.PA, UMG.AS, VIV.PA, VWS.CO | Capital Cycle, Concentration, energy, Europe, Litigation Finance, special situations, value |
| 2025 Q4 | Jan 15, 2026 |
ClearBridge Investment Value Strategy Brian Angerame
|
View | AI, Gold, Value, Semiconductors | 300750.SZ, ARGX, CELH, CHTR, CMA, CORT, FCX, FI, FITB, GPN, ICE, META, MTB, MU, NEM, OM, PYPL, SLGN, TLN, WBS | AI, financials, gold, healthcare, materials, semiconductors, technology, value |
| 2025 Q4 | Feb 12, 2026 |
RS Large Cap Val Strategy Robert J. Harris
|
View | AI, Value, Data Centers, Grid Upgrade | C, CHKP, ETN, GOOGL, KEY, MDLZ, PNC, REGN, SEE, TEVA, ZBRA | AI, Data centers, financials, Grid Upgrade, healthcare, large cap, ROIC, value |
| 2025 Q4 | Feb 3, 2026 |
Robotti Value Investors Bob Robotti
|
View | Gold, Value, Cyclical Recovery, Homebuilders, Offshore Drilling | BLDR, HD, TDW | Consolidation, Cyclical, energy, gold, Homebuilders, Offshore, Recovery, value |
| 2025 Q4 | Jan 21, 2026 |
International Equity Value Opportunities Aileen Gan
|
View | Value, Logistics, Utilities | DPW.DE, SSE.L | dividends, Europe, international, Japan, Logistics, Utilities, value |
| 2025 Q4 | Jan 11, 2026 |
FMI All Cap Equity Jonathan T. Bloom
|
View | AI, Value, Quality | ACN, CAT, HAYW, JPM, MSFT, NVDA, SMIN.L, UNP | AI, Bubble, Capex, Quality, small caps, technology, value |
| 2025 Q4 | Jan 13, 2026 |
Starvine Capital Steven Ko
|
View | Value, Volatility | - | Canada, Compounding, long-term, Quality, value, volatility |
| 2025 Q4 | Feb 5, 2026 |
Northern Small Cap Value Fund Sridhar Kancharla
|
View | Value | - | healthcare, industrials, small cap, technology, value |
| 2025 Q4 | Jan 30, 2026 |
Legacy Ridge Capital Kris Kelley
|
View | Value, Dividends, Cash, Exploration & Production | AAPL, AMZN, GOOGL, KRP, META, MNR, MSFT, NVDA, PII, PLTR, TSLA | Capital Allocation, Cash, dividends, energy, Exploration & Production, value |
| 2025 Q4 | Jan 18, 2026 |
Steyn Capital FR QI Hedge Fund André Steyn
|
View | Gold, Value, Platinum | AEG.JO, ANG.JO, NHM.JO, NPN.JO, PRX.JO, TEN.JO, TGO.JO | gold, Hedge Fund, Long/Short, Platinum, South Africa, value |
| 2025 Q4 | Jan 16, 2026 |
GDS Investments Glenn D. Surowiec
|
View | AI, Value, Buybacks, Electric Vehicles | ABNB, AMZN, CRWV, DEO, F, GE, GM, GOOGL, LEN, NVO, ORCL, RIVN, STZ, TDW, TREX, VAL, WMT, ZTS | AI, Buybacks, cyclicals, Electric Vehicles, Quality, Rotation, technology, value |
| 2025 Q4 | Jan 8, 2026 |
N/A – No hedge fund named ‘Sparrow Wealth Management’ exists Christopher Jones
|
View | Value | - | diversification, global, international, Patient Capital, value |
| 2025 Q4 | Jan 23, 2026 |
Aoris International Fund Stephen Arnold
|
View | AI, Value, Quality | ACN, AMZN, APH, ATCO-A.ST, CPRT, FAST, GWW, HLMA.L, IHG.L, JKHY, MSCI, OR.PA, RELX.L, SAP.DE | AI, international, long-term, Quality, technology, value |
| 2025 Q4 | Jan 13, 2026 |
DKAM Donville Kent Asset Management J.P. Donville
|
View | Value, Small Caps, LNG | CIGI.TO, CPH.TO, E.TO, GSY.TO, MDA.TO, PNG.TO, PRL.TO, VHI.TO, ZDC.TO | Canada, Corrections, earnings, LNG, small caps, technology, value |
| 2025 Q4 | Jan 29, 2026 |
Curreen Capital Christian Ryther
|
View | Value, Energy Transition, Spinoffs | AAP, DND.TO, ENR.DE, FTDR, FTRE, GETB.L, TRUE-B.ST, VFC | energy, healthcare, small caps, spinoffs, Turnarounds, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Large Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Buybacks | CBRE, CRM, CSGP, EVER, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RI.PA, RYAN, SSNC, STLA, SW, SWKS, TRU, UNH | AI, Buybacks, healthcare, insurance, small caps, technology, value |
| 2025 Q4 | Jan 28, 2026 |
Grandeur Peak Global Advisors, LLC Todd Matheny
|
View | Value, Quality, Small Caps | - | earnings growth, Foreign, Quality, small caps, SMID, value |
| 2025 Q4 | Jan 7, 2026 |
ByteTree Asset Management Charlie Morris
|
View | Commodities, Gold, Value, Quality, Japan, Dollar | BARRY.SW, BHMG.L, BRWM.L, DEO, NESN.SW, PHP.L, RCP.L | commodities, diversification, Dollar, global, gold, Japan, Quality, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Adam Fackler
|
View | Value, Dividends, Nuclear | AAPL, AMZN, BAC, BRK-B, GOOG, GOOGL, JNJ, JPM, META, MSFT, NVDA, PG, TSLA, WMT, XOM | Concentration, dividends, Indices, Magnificent 7, nuclear, SMRs, value |
| 2025 Q4 | Jan 29, 2026 |
Invenomic Fund Ali Motamed
|
View | Value, Small Caps, Momentum | - | Equity, Factor, Long/Short, momentum, small caps, value |
| 2025 Q4 | Jan 20, 2026 |
Madison Dividend Income Fund John Brown
|
View | Value, Dividends, Quality | AAPL, AMZN, AVGO, BLK, CME, CVX, GOOGL, HON, JNJ, MDT, META, MS, MSFT, NEE, NVDA, TSLA, UNP, XOM | defensives, dividends, income, large cap, Quality, value |
| 2025 Q4 | Feb 4, 2026 |
Azvalor Iberia Álvaro Guzmán de Lázaro
|
View | Gold, Value | CNQ.TO, Gold, PSLV, TREC.MC, VIST | Concentration, Europe, global, gold, Mining, Quality, value |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Small-Cap Value Fund Vic Cunningham
|
View | Value, Pharmaceuticals, Regional Banks, Aluminum | ALG, BATRK, BXC, COLL, CTAS, ECPG, FPH, ICFI, KALU, LXU, MYRG, NYCB, OCSL, PB, PRA, SEB, SUPN, UMBF, UNF | Aluminum, Governance, Owner-Operator, Pharmaceuticals, Regional Banks, small caps, value |
| 2025 Q4 | Jan 12, 2026 |
Kernow Asset Management Alyx Wood
|
View | Value, Oil, Banking, Data Centers | CARD.L, CMCX.L, KIST.L, MTRO.L, SAGA.L, SMWH.L, STB.L, WISE.L | Banking, contrarian, Data centers, Long/Short, oil, Uk, value |
| 2025 Q4 | Jan 26, 2026 |
Harris Associates International Equity Strategy David Herro
|
View | Value, Semiconductors, Logistics, Pharmaceuticals, Specialty Chemicals | 005930.KS, 6301.T, AZN, BABA, BAYRY, CNHI, DASTY, DSV.CO, EXO.MI, IMCD.AS, MBG.DE, NVS, SAND.ST, SDR.L, SKF-B.ST, SNY, SY1.DE, UL, WLN.PA | Chemicals, Europe, international, Logistics, Pharmaceuticals, semiconductors, value |
| 2025 Q4 | Jan 6, 2026 |
Sage Advisory Services, Ltd. Co. Robert Williams
|
View | AI, Private Credit, Rates, Value | - | credit spreads, duration, Equity, Fed policy, fixed income, healthcare, international, Valuations |
| 2025 Q4 | Feb 11, 2026 |
BlackRock Mid-Cap Value Fund Tony DeSpirito
|
View | AI, Value | BAX, BDX, CAH, CVS, FCNCA, FIS, MMS, SSNC, WCC, WDC | AI, dividends, financials, healthcare, industrials, inflation, mid cap, value |
| 2025 Q4 | Feb 2, 2026 |
Alluvial Capital Management Dave Waters
|
View | Value, Dividends, Buybacks, Phosphate, Paper, Real Estate | CRAW, EAC, FTLF, GTX, IFOS, MBR.L, MDR, NLOP, SLVM, TLN | Buybacks, dividends, Europe, industrials, materials, small caps, Telecommunications, value |
| 2025 Q4 | Jan 15, 2026 |
Liontrust GF Special Situations Fund Anthony Cross
|
View | Value, Quality | AJB.L, COA.L, DGE.L, NXT.L | compounders, Quality, rates, small caps, Uk, value |
| 2025 Q4 | Jan 30, 2026 |
Staude Capital – The Global Value Fund Miles Staude
|
View | AI, Valuations, Value, Trade Policy | AA4.L, DNA2.L, DNA3.L, ESP.L, HVPE.L, UTG.L | AI, earnings, global, inflation, Trade Policy, Valuations, value |
| 2025 Q4 | Dec 31, 2025 |
Orbis International Equity Timo Smuts
|
View | Value, Entertainment, Biotechnology | GMAB, ICLR, IMX, J36.SI, PRU.L | Biotech, Bottom-up, Entertainment, global, international, value |
| 2025 Q4 | Jan 14, 2026 | View | Value, Small Caps, Specialty Retail | FSV.TO, GYM.TO, RCH.TO, SVI.TO, TVK.TO | Canada, Pharmaceuticals, real estate, retail, small caps, value | |
| 2025 Q4 | Jan 30, 2026 |
Matrix Dividend Income David A.Katz
|
View | AI, Rates, Value, Dividends | ACN, LMT, META, TXN | AI, consumer, dividends, Fed, financials, rates, technology, value |
| 2025 Q4 | Jan 18, 2026 |
Distillate Capital Large Cap Value Thomas Cole
|
View | Value, Valuation, Small Caps | 000660.KS, 005930.KS, BMY, CAH, CSCO, ELV, FFIV, FI, HCA, JBHT, JNJ, LOW, MO, MPC, MRK, REGN, TEL, TMUS, UBER, VST | FCF, fundamentals, international, Quality, rebalancing, small caps, valuation, value |
| 2025 Q4 | Dec 31, 2025 |
Rubicon equities Lars Ahns
|
View | Value, Specialty Chemicals, Wireless Telecom | AZE.BR, IMCD.AS, JST.DE, NVM.DE, SBS.DE, UI1.DE | Chemicals, contrarian, Cyclical, Germany, SMID Cap, Telecom, value |
| 2025 Q4 | Jan 6, 2026 |
Frank Value Fund Brian Frank
|
View | Value, Buybacks | GTX, MSFT | Buybacks, cash flow, Consumer Staples, fundamentals, mid cap, value |
| 2025 Q4 | Jan 23, 2026 |
FCL Capital Fernando Araujo
|
View | AI, Crypto, Value, Energy Transition, Copper, Brazil | 0700.HK, 1211.HK, 6367.T, AAPL, FCX, GLEN.L, HBM.TO, HDB, KGH.WA, KWEB, MSFT, NVDA, SCCO, TSLA | AI, Brazil, Copper, crypto, emerging markets, Energy Transition, technology, value |
| 2025 Q4 | Jan 12, 2026 |
Heartland Mid Cap Value Fund Colin McWey
|
View | AI, Value, Logistics, Capital Markets | JBHT, KMB, MKTX | AI, Capital markets, financials, industrials, Logistics, mid cap, Quality, value |
| 2025 Q4 | Jan 29, 2026 |
Pzena Global Small Cap Focused Value Evan D. Fox
|
View | Value, Small Caps | 240810.KS, 9065.T, AAP, ADNT, BIRG.L, BPE.MI, MRC, NOKBF, RCO.PA, REZI, SCS, ST, TEP.PA, TPK.L, UMI.BR, UNI.MC, WGO | consumer discretionary, financials, global, small cap, underperformance, valuation, value |
| 2025 Q4 | Jan 18, 2026 |
Rewey Asset Management Chip Rewey
|
View | AI, Rates, Value, Small Caps | BR, CADE, DFIN, HOLX, LAKE, MEC | AI, Gdp, inflation, rates, small caps, technology, value |
| 2025 Q4 | Feb 20, 2026 |
Aquamarine Fund Guy Spier
|
View | Value, Quality | 1211.HK, AXP, BAC, BRK-A, EXO.MI, IEX.NS, MA, MC.PA, MCO, NESN.SW, RACE | Compounding, global, Health, large cap, liquidation, Quality, value |
| 2025 Q4 | Jan 2, 2026 |
Stone Sentinel Capital Marcel Gozali
|
View | AI, Cloud, Value | ASCENTECH.T | AI, Asia, Cloud, Japan, Mental Models, Philosophy, value |
| 2025 Q4 | Jan 21, 2026 |
The London Company SMID Cap Brian Campbell
|
View | Value, Quality | AER, LW, NEU, WAT, WTM, ZBRA | industrials, mid cap, Quality, small cap, SMID Cap, value |
| 2025 Q4 | Jan 27, 2026 |
Diamond Hill Large Cap Strategy Chuck Bath
|
View | AI, Value, Quality | AIG, AON, BRK-B, CAT, CB, CL, COF, COO, DOV, EQT, GM, GOOGL, HCA, HIG, LH, MU, NDAQ, SOLV, SYY, WIX, ZTS | AI, Defensive, financials, healthcare, large cap, Quality, technology, value |
| 2025 Q4 | Jan 15, 2026 | View | AI, China, Value, Energy Transition, Pharmaceuticals, Defense Spending | 0700.HK, 8035.T, AZN.L, CLS.TO, EL.PA, ENR1.DE, GALD.SW, HEI.DE, III.L, ITX.MC, LIN, NVO, NWG.L, RACE, ROG.SW, RYA.L, SE, SIE.DE, SONY, TT, UCG.MI | AI, Asia, banks, Europe, growth, international, Pharmaceuticals, value | |
| 2025 Q4 | Feb 11, 2026 |
Tweedy, Browne International Value Jay Hill
|
View | Value, Defense, Pharmaceuticals | 005930.KS, 6869.T, 7958.T, BA.L, BRK-B, CNHI, CVSG.L, DGE.L, GOOGL, IONS, JNJ, JSG.L, NESN.SW, NOVN.SW, ROG.SW, RWM.DE, SAF.PA, SW.PA, TTE, WFC | defense, Europe, Hedging, international, Japan, Pharmaceuticals, value |
| 2025 Q4 | Jan 22, 2026 |
Kennedy Capital Mid Cap Value Gary Kauppila
|
View | AI, Value | - | AI, CFROI, industrials, mid cap, Style, technology, underperformance, value |
| 2025 Q4 | Jan 21, 2026 |
Harbor Mid Cap Value Fund Josef Lakonishok
|
View | AI, Value, Buybacks | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value |
| 2025 Q4 | Jan 11, 2026 |
FMI International Equity Jonathan T. Bloom
|
View | AI, Value, Quality | ACN, CAT, HAYW, JPM, MSFT, NVDA, SMIN.L, UNP | AI, Bubble, capital intensity, Quality, small caps, technology, value |
| 2025 Q4 | Jan 23, 2026 |
Alluvium Global Fund Stuart Pearce
|
View | AI, Value, Airlines | 005930.KS, AN, BABA, CHTR, DKS, GOOGL, GPI, HCA, HRB, LBRDA, LNR.TO, LYB, MCK, RHI, RYAAY, THO, UMG.AS, V | AI, Airlines, global, healthcare, technology, underperformance, value |
| 2025 Q4 | Jan 14, 2026 |
Riverwater Sustainable Value Strategy Adam Peck
|
View | AI, Value, Quality, Small Caps | ADEA, CIEN, CNK, DGX, EXEL, HAE, JLL, LMNR, LOPE, MDU, SNV, TGLS | AI, Banking, Quality, semiconductors, small caps, technology, value |
| 2025 Q4 | Feb 8, 2026 |
Auxier Asset Management Jeff Auxier
|
View | AI, Value, Capital Markets, Buybacks, Defense Spending | BK, BRK-A, BTI, C, CAT, CVX, FI, GE, GLW, GOOGL, HD, LOW, MSFT, MU, NOW, PH, QCOM, RTX, UNH, VLO | AI, Banking, Buybacks, defense, energy, healthcare, technology, value |
| 2025 Q4 | Jan 30, 2026 |
Moerus Capital Management LLC Amit Wadhwaney
|
View | Value, Airlines, Platinum Group Metals, Turkey, Hong Kong | 1200.HK, CMW.AX, DC.TO, DOUG, EXOR.MI, JEF, JSE.L, LTM, NTCO3.SA, STAN.L, TARS, TSGYO.IS, VAL, VALT.L, WED.TO | Banking, contrarian, emerging markets, international, Mining, Recovery, value, volatility |
| 2025 Q4 | Jan 18, 2026 |
Seven Corners Capital Scott Klarquist
|
View | Value, Oil, Mortgage, Tobacco | ACT, CART, GNW, HHH, PSHZF, RKT, SD, TPB | concentrated, discount, energy, Mortgage, NAV, Tobacco, value |
| 2025 Q4 | Mar 1, 2026 |
Berkshire Hathaway Todd Combs
|
View | Energy, Value, Quality, Insurance, Railroads | 8001.T, 8002.T, 8031.T, 8053.T, 8058.T, AAPL, AXP, KHC, KO, MCO, OXY | Capital Allocation, energy, Float, insurance, Quality, Railroads, Underwriting, value |
| 2025 Q4 | Jan 9, 2026 |
VT Castlebay UK Equity Fund David Ridland
|
View | Value, Quality, Tobacco, Alcohol | ADM.L, AJB.L, AZO, BATS.L, CPG.L, DGE.L, GRG.L, NXT.L | brands, Cornered Resource, Quality, regulation, United Kingdom, value |
| 2025 Q4 | Jan 13, 2026 |
Oakmark Select Fund Tony Coniaris
|
View | Media, Value, Midstream | CHTR, EFX, GLIBA, GOOGL, IQV, LBRDK, NFLX, PAYC, TRGP, WBD | large cap, M&A, Media, Midstream, undervalued, value |
| 2025 Q4 | Jan 29, 2026 |
FPA Crescent Fund Mark Landecker
|
View | AI, Value, Small Caps | ADI, AMZN, AVTR, BDX, C, CHTR, CMCSA, CRM, GOOGL, HEIA.AS, IFF, JEF, KMX, META, MSFT, NOW, NTDOY, ORCL, SAF.PA, SAP, SNOW, TEL, WDAY | AI, global, healthcare, Quality, small caps, technology, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Small Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Insurance | CBRE, CRM, CSGP, FISV, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, STLA, SW.PA, SWKS, TRU, UNH | AI, discount, insurance, Quality, small cap, value |
| 2025 Q4 | Jan 28, 2026 |
Grandeur Peak Global Contrarian Fund Blake Walker
|
View | Value, Quality, Small Caps | - | dispersion, earnings growth, Foreign, Quality, small caps, value |
| 2025 Q4 | Jan 7, 2026 |
HalvioCapital Anthony
|
View | Value, Small Caps, Japan | BKM.SI, CPH.TO, EDU.AX, FILA.MI, LNF.TO, MCCK, MYX.AX, NLOP | international, Japan, Merger Arbitrage, real estate, small caps, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Income-Equity Strategies Adam Fackler
|
View | AI, Value, Dividends | ABBV, C, COP, CSCO, EMN, ETR, GILD, GPS, GSK, HRB, HRL, JEF, JNJ, JPM, MPLX, MTB, PAYX, RF, STT, VICI, VZ | AI, dividends, income, productivity, value |
| 2025 Q4 | Jan 29, 2026 |
Hotchkis & Wiley Global Value Fund Scott Rosenthal
|
View | AI, Cloud, Value | AIG, BNP.PA, CMCSA, CRM, ELV, ERIC, FFIV, FISV, GEHC, GOOGL, UNH, USB, WBD, WDAY | AI, financials, global, healthcare, software, technology, valuation, value |
| 2025 Q4 | Jan 20, 2026 |
Harding Loevner Global Equity Peter Baughan
|
View | AI, Value, Semiconductors | 0700.HK, 1299.HK, 2308.TW, 300124.SZ, 300760.SZ, 4519.T, 6758.T, 6861.T, ABBV, ACN, ADBE, ALFA.ST, AME, AMZN, APH, ASML, ATCO-A.ST, ATD.TO, ATKR, AVGO, BKNG, CME, COMP.L, CSGP, D05.SI, DE, DHR, DPLM.L, EFX, ELV, EPI-A.ST, FN, GMAB, GOOGL, HDFCBANK.NS, HEI, HLN.L, HON, JNJ, META, MSFT, NFLX, NOC, NVDA, PGR, ROG.SW, SAP, SGSN.SW, SHEL, SLB, SU.PA, TMO, TSM, TTD, TW, V, VRTX, WMMVY | AI, global, international, semiconductors, technology, value |
| 2025 Q4 | Feb 4, 2026 |
Azvalor Internacional Álvaro Guzmán de Lázaro
|
View | Gold, Value, Concentration | CNQ, Gold, SII, VIST | Concentration, discount, Europe, global, Mining, Quality, Upside, value |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Real Estate Value Fund Jason Wolf
|
View | Value, Buybacks, Homebuilders, Real Estate | AMH, BKG.L, BRK-A, BYG.L, CBRE, DHI, FMCC, FNF, FNMA, FPH, JLL, LEN, PHM, PLD, RYN, SKY, SUI, UHAL, UTG.L, WY | Commercial, Homebuilders, real estate, REIT, Residential, value |
| 2025 Q4 | Jan 9, 2026 |
Middle Coast Investing Daniel Shvartsman
|
View | Value, Risk Management, Office Furniture | AAPL, ABM, AER, AMZN, APOG, ATKR, ATRO, AVGO, BHF, CCK, COF, CPAY, ECG, FG, GOGO, GOOG, HI, HNI, HURC, LULU, LYFT, MLKN, OMAB, PAGS, PGR, PTLO, SCHW, TRIP, WS | Bottom-up, Cash, Defensive, Office Furniture, risk management, value |
| 2025 Q4 | Jan 13, 2026 |
Frontaura Global Frontier Nick Padgett
|
View | Value, Dividends, Earnings, Dollar | - | Colombia, dividends, Dollar, earnings, emerging markets, frontier markets, Geopolitical, value |
| 2025 Q4 | Jan 20, 2026 |
Appalaches Capital Jake Keys
|
View | Value, Quality | ACGL, ASML, AZO, EXP, GOOGL, PGR, PM, VMC | alpha, Concentration, large cap, long-term, Patience, Quality, value |
| 2025 Q4 | Feb 12, 2026 |
Broyhill Asset Management Christopher R. Pavese
|
View | AI, Value, Momentum, Defensives | AVTR, BAX, DLTR, FI, FUN, IQV, PM, RKT.L, TMO, WOSG.L | AI, Concentration, defensives, Europe, fundamentals, momentum, Speculation, value |
| 2025 Q4 | Jan 30, 2026 |
Invesco Small Cap Value Fund Jonathan Edwards
|
View | AI, Value, Small Caps | ACM, ARCB, COHR, CR, CRL, ENTG, EXPE, GL, GMED, HBM.TO, KBR, LITE, MKSI, NRG, PENN, SAIA, WAL, WBS | AI, Biotech, financials, healthcare, Intrinsic Value, small cap, technology, value |
| 2025 Q4 | Jan 21, 2026 |
Smead International Value Fund Cole Smead
|
View | Value, Oil, Europe | BARC.L, BAWG.VI, BKT.MC, CVE.TO, GLEN.L, OXY, PNDORA.CO, ROG.SW, SCR.TO, TGA.JO, TVE.TO, UCG.MI, WFG.TO | banks, energy, Europe, oil, value |
| 2025 Q4 | Jan 12, 2026 |
Summers Value Fund Andrew Summers
|
View | Healthcare, Value, Small Caps | CCSI, DPLO, ELMD, ENDP, NVO | concentrated, healthcare, long-term, small caps, special situations, value |
| 2025 Q4 | Jan 7, 2026 |
Packer & Co Willy Packer
|
View | AI, Gold, Value | 0001.HK, AQN, BABA, BIDU, CA.PA, CEO, CNC, GSK, J36.SI, NE, NXE, PBR, PRX.AS, PYPL, SDRL, VAL, VIPS | AI, Asia, Cash, Defensive, energy, gold, value |
| 2025 Q4 | Jan 13, 2026 |
Ennismore European Smaller Companies Fund Margaret Webb
|
View | AI, Value, Defense, Small Caps, Infrastructure Spending | AAD.DE, BNTX, COST.L, DWNI.DE, EVS.BR, LSS.PA, PDX.ST, RNK.DE, SFQ.DE, SIKA.SW, STB.L, STO.DE, THEP.PA, TRI.PA, ULP.L, VETQ.PA, VOW3.DE | AI, defense, Europe, infrastructure, Long/Short, Quality, small caps, value |
| 2025 Q4 | Feb 4, 2026 |
AMG Yacktman Fund Stephen Yacktman
|
View | AI, Media, Value, Semiconductors, Electric Vehicles, South Korea | 000660.KS, 005930.KS, 012330.KS, AAPL, CNQ, FOXA, GOOGL, MSFT, MU, NFLX, NVDA, PEP, PG, SCHW, UHAL, UMG.AS, VIV.PA, WBD | AI, Electric Vehicles, free cash flow, long-term, Media, semiconductors, South Korea, value |
| 2025 Q4 | Jan 30, 2026 |
Matrix Large Cap Value Strategy David A.Katz
|
View | AI, Value, Dividends | ACN, FI, GNRC, LMT, META, TXN | AI, dividends, Fed, financials, rates, technology, value |
| 2025 Q4 | Jan 2, 2026 |
Diranko Capital David Diranko
|
View | Value, Small Caps | CSU.TO, ERD.NZ, MAT.NZ | Cyclical, deep value, growth, Microcaps, small caps, special situations, Telematics, value |
| 2025 Q4 | Feb 21, 2026 |
Turtle Creek Fund Test Cameron McKendry
|
View | Value | - | Canada, concentrated, drawdowns, mid cap, positioning, value |
| 2025 Q4 | Dec 31, 2025 | View | China, Value, Quality | 000002.SZ, 000858.SZ, 300014.SZ, 300760.SZ, 600276.SS, 600519.SS, 600887.SS | A-shares, China, consumer, Industrial, Quality, Structural Growth, technology, value | |
| 2025 Q4 | Jan 23, 2026 |
Brandes International Equity Fund Jeffrey Germain
|
View | Value, Emerging markets, Energy Transition, Packaging | 005930.KS, 1876.HK, 4503.T, 8306.T, BABA, BNP.PA, CX, DGE.L, DPW.DE, EBS.VI, ERJ, GRF.MC, GSK, HEI.DE, KER.PA, MNDI.L, NG.L, ORA.PA, OTEX.TO, RI.PA, TSCO.L, TSM | emerging markets, Europe, international, Outperformance, packaging, Utilities, value |
| 2025 Q4 | Jan 12, 2026 |
Heartland Value Fund Will Nasgovitz
|
View | Rates, Value, Small Caps | ALEX, CMCO, ITGR | fundamentals, rates, Russell 2000, small caps, Takeouts, value |
| 2025 Q4 | Jan 15, 2026 |
Pzena Investment Management Daniel L. Babkes
|
View | Value, Momentum, SPACs | - | EAFE, emerging markets, global, momentum, Speculation, valuation, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – All Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Insurance, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYSG, SSCC, SWKS, TRU, UNH | AI, Buybacks, insurance, Margin Of Safety, Quality, small caps, technology, value |
| 2025 Q4 | Feb 22, 2026 |
City Different Investments – Multi-Cap Core Rob MacDonald
|
View | Value | AMG, APG, CHTR, FLYW, GILD, GOOGL, KMX, LOPE, META, MSFT, NFLX, SBUX, SCHW, TGT, TMO | Behavioral, Diversified, long-term, multi-cap, value |
| 2025 Q4 | Jan 5, 2026 | View | Value, Aircraft Leasing, Travel | 1928.HK, AVAP.L, AVOL.SW, CG, DGL.AX, DIE.BR, ELF.TO, EXO.MI, FFH.TO, FIH.TO, GOOGL, META, MFF.AX, NNI, RBT.PA, TSLA, UHR.SW, VIRT, VIV.PA | Aircraft, Controlled, Discounts, Europe, Holdings, Travel, value | |
| 2025 Q4 | Jan 21, 2026 |
The London Company Large Cap Brian Campbell
|
View | Value, Dividends, Quality | BLK, CB, FDX, FI, GOOG, NEU, NSC, RSG | dividends, financials, healthcare, large cap, Quality, technology, value |
| 2025 Q4 | Jan 29, 2026 |
Maran Capital Management Dan Roller
|
View | Value, Water, Logistics, Tobacco | APG, CLAR, CTT.LS, HKHC, PCYO, TPB | concentrated, inflation, Logistics, SmallCap, Tobacco, value, water |
| 2025 Q4 | Jan 15, 2026 |
ROCKLINC Partners Fund Jonathan Wellum
|
View | Uranium, Gold, Value, Precious Metals, Silver, ETFs | AAPL, ACA, AEM.TO, AMZN, APG, BIP.TO, BN.TO, BUR.L, CCO.TO, CSL, DHR, FNV.TO, GROY, KNSL, KPG.AX, MELI, MKL, NOW, OR.V, PLD, RGLD, ROP, RPRX, SII.TO, TSU.TO, WPM.TO | active management, Canada, ETFs, gold, Precious Metals, Silver, uranium, value |
| 2025 Q4 | Feb 11, 2026 | View | Value, Defense, Pharmaceuticals | 005930.KS, 6869.T, 7958.T, BA.L, CNHI, CVSG.L, DHL.DE, GOOGL, HEIA.AS, IONS, JSG.L, NESN.SW, NOVN.SW, PRU.L, ROG.SW, RWM.DE, SAF.PA, SW.PA, TTE, U11.SI | Asia, defense, Europe, Hedging, international, Pharmaceuticals, value | |
| 2025 Q4 | Feb 3, 2026 |
The Sound Shore Fund Harry Burn
|
View | Healthcare, Value, Defense, Contract Manufacturing | C, COF, FLEX, GM, HII, LUV, MSFT, PVH, PYPL, REGN, TEVA, TMO, TXN, WBD | defense, earnings, healthcare, Manufacturing, Transformation, undervalued, value |
| 2025 Q4 | Jan 20, 2026 |
Greenlight Capital David Einhorn
|
View | Gold, Value, Copper | AR, BHF, CNH, DECK, FLR, GPK, GPN, GRBK, HPQ, HSIC, LXS.DE, MSTU, MSTX, PRKS, SMR, SOLB.BR, SPB, TEVA, VSCO, WBD | Copper, Cyclical, gold, Hedge Fund, Long/Short, Macro, value |
| 2025 Q4 | Dec 31, 2025 |
Quercus Fund Diego B. Milano
|
View | China, Value, Small Caps, Petrochemicals | 0142.HK, 1208.HK, 3301.HK, HLYB.L | Banking, China, Conglomerates, Petrochemicals, small caps, value |
| 2025 Q4 | Jan 5, 2026 |
Greenfield Investment Management Erin Greenfield
|
View | Value, Infrastructure, Pharmaceuticals | BLDR, BNT.DE, CARR, CSU.TO, GOOGL, HEI.DE, INTC, JMHLY, MCK, OMC, POW.TO, RSHO, RYAAY, TAP, WCC | Airlines, Conglomerates, global, infrastructure, Pharmaceuticals, semiconductors, technology, value |
| 2025 Q4 | Jan 16, 2026 |
Bison Energy Opportunity Fund, L.P. Brendan Cumming
|
View | Value, Energy Transition, Oil, Natural Gas | OIH, PSCE, XLE, XOP | cycle, energy, Natural Gas, oil, small cap, underinvestment, value |
| 2025 Q4 | Feb 6, 2026 |
Bailard Small Cap Value Strategy Thomas J.Mudge
|
View | AI, Value, Small Caps | - | AI, Behavioral Finance, Micro Cap, Performance, quantitative, small cap, value |
| 2025 Q4 | Jan 20, 2026 |
OAM Asian Recovery Fund Desmond Kinch
|
View | China, Value, Quality, Consumer Finance, Travel, ASEAN | 0700.HK, 1919.HK, AAXJ, MDLZ, MMYT, NVDA | ASEAN, Asia, China, Consumer Finance, Quality, Travel, value |
| 2025 Q4 | Jan 18, 2026 |
Parnassus Value Equity Fund Billy Hwan
|
View | AI, Value, Data Centers | A, AMD, BAC, BALL, BK, CBRE, CMCSA, CMI, CMS, DE, GOOGL, GPN, HD, JPM, MA, MSFT, MU, NICE, NVO, ORCL, REGN, SCHW, SPGI, SYY, WDC, WM | AI, financials, healthcare, large cap, Quality, technology, value |
| 2025 Q4 | Mar 1, 2026 |
Markel Group Inc. Tom Gayner
|
View | Value, Capital Allocation, Insurance | - | Capital Allocation, Compounding, Culture, insurance, long-term, value |
| 2025 Q4 | Jan 8, 2026 | View | AI, Commodities, Value, Inflation | - | AI, commodities, Defensive, inflation, risk management, value | |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Fund Ross Glotzbach
|
View | Media, Value, Buybacks | ACI, AMG, ANGI, AVTR, CNX, DINO, DIS, EXO.MI, FDX, H, IAC, KHC, MAT, MGM, PCH, PVH, PYPL, REGN, RTX, RYN | Buybacks, Cash, Defensive, Leverage, Quality, value |
| 2025 Q4 | Jan 20, 2026 |
Gymkhana Partners ANDREI STETSENKO
|
View | Value, Defense, India, Small Caps | AMZN, ASTRA.NS, BHARATBIJ.NS, FINPIPE.NS, GOOGL, INTC, JAMNAUTO.NS, MSFT, RELIANCE.NS, SANSERA.NS, TATAELXSI.NS, UNIMECH.NS | defense, growth, India, Manufacturing, Reform, small caps, value |
| 2025 Q4 | Jan 18, 2026 |
Dodge & Cox Stock Fund David Hoeft
|
View | Value, Financials | AON, AVTR, BAC, BK, BN, CHTR, CMCSA, CVS, FDX, FI, GILD, GOOGL, GSK, JCI, MET, MSFT, OXY, REGN, RTX, SCHW, TSM, WFC, WTW | contrarian, financials, industrials, technology, valuation, value |
| 2025 Q4 | Feb 10, 2026 |
Kopernik Global All-Cap Fund David B. Iben
|
View | Gold, Value, Platinum, Rates | 015760.KS, 3690.HK, BHP, CMCSA, CNC, CVE.TO, GLEN.L, Gold, MOH, NAK, NG, PDN.AX, RGLD, RRC, SDF.DE, SEA.TO, SQM, TPK.L, TWE.AX, VALE | diversification, global, materials, Mining, Precious Metals, undervaluation, value |
| 2025 Q4 | Jan 6, 2026 |
Tapasya Investment Fund Pratik Kodial
|
View | AI, Value, Homebuilders | 0700.HK, ADBE, ADYEN.AS, BABA, BLDR, CMG, CVNA, FNMA, GLBE, GOOG, IBKR, LULU, PRX.AS, UMG.AS | AI, Concentration, global, Homebuilders, long-term, Quality, technology, value |
| 2025 Q4 | Jan 24, 2026 |
Long Cast Advisers Avram Fisher
|
View | Healthcare, Value, Small Caps | CCRD, CCRN, EEFT, LSYN, MAMA, MTRX, NRC, PDEX, PESI, QRHC, RELL, RSSS | healthcare, Owner-Operator, small caps, Staffing, value |
| 2025 Q4 | Jan 29, 2026 |
Hotchkis & Wiley Large Cap Fundamental Value George Davis
|
View | Healthcare, Energy, Value, Financials, Software | AIG, APA, C, CMCSA, CRM, CRWD, CVS, ERIC, FDX, FFIV, FISV, GM, NFLX, PLTR, UNH, WBD, WDAY, WPP | banks, energy, financials, healthcare, large cap, software, valuation, value |
| 2025 Q4 | Jan 19, 2026 |
Hosking Partners Steve Chambers
|
View | AI, Value, Japan, Platinum Group Metals | 000660.KS, 005930.KS, 055550.KS, AA, AAPL, BARC.L, C, FCX, HCC, IMPUY, MSFT, MU, SBSW, STX, SYF, TIGO | AI, contrarian, emerging markets, Japan, Mining, Platinum, technology, value |
| 2025 Q4 | Feb 16, 2026 |
Smoak Capital Management Daniel Smoak
|
View | Value, Japan, Cybersecurity | 4441.T, DR.TO | cybersecurity, Defensive, growth, Japan, small caps, value |
| 2025 Q4 | Jan 22, 2026 |
Mondrian Global Equity Fund Aileen Gan
|
View | AI, Value, Financials | 005930.KS, CAP.PA, GOOGL, MSFT, ORCL | AI, banks, Currency, Europe, financials, Global Equities, value |
| 2025 Q4 | Jan 12, 2026 |
QV Investors Inc. Mathew Hermary
|
View | AI, Commodities, Gold, Value, Financials | 005930.KS, 0700.HK, BABA, CAT, CNI, DG, FTT.TO, GOOGL, MU, NVDA, TPZ.TO, UNP | AI, commodities, Dollar, financials, gold, international, Market Concentration, value |
| 2025 Q4 | Jan 26, 2026 |
Cambiar International Equity Fund Brian M. Barish
|
View | AI, Value, Europe | DEO, KYGA.L, LSEG.L, SW, TSM | AI, Currency, Europe, financials, international, semiconductors, staples, value |
| 2025 Q4 | Jan 20, 2026 |
Palm Harbour Capital Peter Smith
|
View | Value, Copper, Broadband, Steel, Argentina | 001910.KS, 047440.KS, 086280.KS, 6345.T, ASLI.L, ATYM.L, BSRT, BWO.OL, CIR.MI, CNVRG.PS, DAN.MI, DITO.PS, FLRY3.SA, GLO.PS, KRI.AT, LOMA.BA, MDIA3.SA, PTEC.L, SGF.MI, TEL.PS, TRE.OL, VIV.PA, WOSG.L, WWI.OL | Argentina, Broadband, Cash Generation, Copper, global, Governance, Steel, value |
| 2025 Q4 | Feb 10, 2026 |
Source Capital Mark Landecker
|
View | Private Credit, Value, Small Caps, Credit Stress | ADI, CRM, GOOGL, IFF, META, MSFT, MTN, NOW, NTDOY, ORCL, SAF.PA, SAP, SNOW, TEL, WDAY | Balanced, credit, private credit, Quality, small caps, value |
| 2025 Q4 | Jan 30, 2026 |
BBH Select Series – Mid Cap Fund Tim Harris
|
View | AI, Value, Quality | ANET, ATR, BJ, BRO, CBRE, DAR, ENTG, FOUR, GFL, GWRE, GXO, HEI.A, ICLR, ITT, KEYS, LPLA, MCW, NVR, TTWO, TW, ULS, VMC, WH, WMS, WSC, WSO, WST, ZBRA | AI, fundamentals, Intrinsic Value, mid cap, profitability, Quality, technology, value |
| 2025 Q4 | Jan 21, 2026 |
Smead Value Fund Bill Smead
|
View | Value, Homebuilders | AMGN, APA, AXP, CVE, DHI, EBAY, FANG, HD, LEN, MAC, MRK, OXY, SPG, UHAL | contrarian, energy, healthcare, Homebuilders, long-term, Market Extremes, S&P 500, value |
| 2025 Q4 | Jan 11, 2026 |
Horizon Kinetics Murray Stahl
|
View | AI, Energy, Value, Water, Exchanges | AAPL, AMD, AMZN, AVGO, GOOGL, ICE, LB, META, MIAX, MSFT, NVDA, ORCL, STR, TPL, VNOM, WTTR | AI, Compounding, energy, Exchanges, long-term, private markets, value, water |
| 2025 Q4 | Jan 14, 2026 |
Bramshill Income Performance Fund Art DeGaetano
|
View | Rates, Value, Credit Stress | - | credit, duration, fixed income, rates, risk management, value |
| 2025 Q4 | Feb 5, 2026 |
Northern International Equity Fund Mark Sodergren
|
View | AI, Value, Quality | - | AI, financials, international, materials, Quality, value |
| 2025 Q4 | Jan 30, 2026 |
1290 Avantis U.S. Large Cap Growth Fund Eduardo Repetto
|
View | Value | - | Book-to-market, growth, large cap, Mega Cap, Outperformance, value |
| 2025 Q4 | Jan 18, 2026 |
Ariel Fund John W. Rogers
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View | Value, Autos, Oil Services, Entertainment | ATGE, CLB, GNTX, MHK, MSGE, SPHR, XRAY | Autos, Entertainment, healthcare, industrials, Oil Services, small caps, value |
| 2025 Q4 | Dec 31, 2025 |
Fortress – Caribbean Growth Fund Roger Cave
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View | AI, Value, Emerging markets | BRK-B, JNJ, MRK | AI, Bonds, Caribbean, emerging markets, global, healthcare, value |
| 2025 Q4 | Jan 6, 2026 |
JB Global Capital Fund Jack Beiro
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View | AI, Value, E-commerce, Household Products | AMZN, BABA, CLX, GOOGL, LULU, NKE, NVDA | AI, China, Concentration, consumer, technology, valuation, value |
| 2025 Q4 | Jan 23, 2026 |
Brandes Small Cap Value Fund Bryan Barrett
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View | Value, Small Caps | ALKS, AOBC, ARLO, AVDL, CENT, DIIBF, ELAN, EPC, GHM, GIL, GRFS, HURC, HXL, IMKTA, INVX, KMT, MOG.A, NTGR, ORN, PKE, PZZA, RGP, SEE, UTMD | healthcare, industrials, Outperformance, positioning, small caps, value |
| 2025 Q4 | Jan 12, 2026 |
Heartland Value Plus Fund Bradford Evans
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View | Value, Dividends, Small Caps, Buybacks, Advertising, Materials | BLDR, LAMR, WCC | Advertising, Buybacks, dividends, industrials, real estate, small caps, value |
| 2025 Q4 | Jan 29, 2026 |
Weitz Partners III Opportunity Fund Wally Weitz
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View | AI, Value, Technology | AMZN, AON, BRK-A, CHTR, DHR, EEFT, GOOGL, GPN, IEX, KMX, LBRDA, LH, MA, META, MSFT, ROP, SIRI, TECH, TMO, V | AI, Biotechnology, contrarian, healthcare, Long/Short, technology, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Focus C.T. Fitzpatrick
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View | AI, Value, Small Caps, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, SW, SWKS, TRU, UNH | AI, Buybacks, healthcare, insurance, small caps, technology, value |
| 2025 Q4 | Dec 31, 2025 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value, Small Caps, Oil | ACAD.ST, ALLFG.L, AMREST.WA, BFSA.MC, CELL.MI, DALATA.I, DFS.L, DOM.L, HOTEL.MC, IBER.LS, INCH.L, MN.MI, NOEJ.DE, OIZ.L, PSG.MC, RHI.L, SESA.MI, TGS.OL, XPRO | Europe, oil, Restructuring, small caps, underperformance, value |
| 2025 Q4 | Jan 5, 2026 |
Right Tail Capital Jeremy Kokemor
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View | AI, Value | CSU.TO, GOOGL | AI, long-term, Patience, Quality, technology, underperformance, value |
| 2025 Q4 | Jan 21, 2026 |
The London Company Small Cap Brian Campbell
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View | Value, Quality, Small Caps | AWI, CCC, CERT, DV, GTES, HAE, NEU, RVLV, WTM | Disciplined, Outperformance, Quality, Russell 2000, small caps, stock selection, value |
| 2025 Q4 | Jan 18, 2026 |
Brennan Asset Management Patrick Brennan
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View | AI, Media, Energy, Value, Banking | CODI, DCC.L, GLIBA, MTRO.L, NFLX, PTSB.IR, WBD | AI, Banking, energy, international, Media, special situations, value |
| 2025 Q4 | Jan 20, 2026 |
Polaris Global Equity Bernard Horn
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View | AI, Value, Diversification, Energy Transition, Semiconductor Cycle | 000270.KS, 000660.KS, 005930.KS, 1299.HK, 2318.HK, 5871.TW, 6758.T, 8001.T, 8002.T, 8591.T, 8729.T, ALSN, ARW, BABA, BARRY.SW, CAP.PA, CG, COF, DHL.DE, IAG.L, INGR, JAZZ, LIN, LNTH, LTM, LUN.TO, MG.TO, MKSI, ML.PA, MPC, NVS, NXT.L, SBH, SMWRQ, TSN, UTHR, VIPS, YAR.OL | AI, diversification, global, international, Outperformance, semiconductors, technology, value |
| 2025 Q4 | Feb 11, 2026 |
Tweedy, Browne Value Fund Jay Hill
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View | Value, Defense, Pharmaceuticals | 005930.KS, BRK-A, CNHI, CVS.L, DHLG.DE, ENVB, FDX, GOOGL, HEIA.AS, IONS, JNJ, NESN.SW, NVST.SW, PRU.L, RMS.PA, ROG.SW, SAF.PA, TTE, U11.SI, WFC | defense, global, healthcare, industrials, international, Pharmaceuticals, technology, value |
| 2025 Q4 | Feb 4, 2026 |
Aristotle Small Cap Equity Fund Dave Adams
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View | Healthcare, Value, Semiconductors, Energy Transition, Small Caps, Regional Banks | ACHC, AEIS, AER, ATR, AUB, CCRN, CNS, EHTH, GTLS, HAE, HURN, IDA, ITRI, LKQ, MTSI, NUS, PRGO, PTEN, TITN, WWW | Deregulation, Energy Transition, healthcare, M&A, Regional Banks, semiconductors, small caps, value |
| 2025 Q4 | Jan 22, 2026 | View | Value, Dividends, Resilience | 005930.KS, AVGO, AZN, BNP.PA, C, CME, DTEGY, ELE.MC, ENEL.MI, KPN.AS, MRK, NN.AS, NVS, ORAN, PFE, RHHBY, T, TSCO.L, TSM, TTE | dividends, financials, global, healthcare, Telecommunications, Utilities, value | |
| 2025 Q4 | Jan 12, 2026 |
Blue Tower Asset Management Andrew Oskoui
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View | AI, Value, FinTech, Buybacks | 4028.T, BELFB, CGEO.L, ENVA, WCC | AI, Banking, Buybacks, Fintech, growth, international, productivity, value |
| 2025 Q4 | Jan 14, 2026 |
Emerald Wealth Partners – Focused Equity Strategy Thomas Küpfer
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View | AI, China, Value, Semiconductors, Trade Policy | 1179.HK, 8035.T, AHT.L, AMAT, AMZN, ASML, AVGO, BLK, CB, CSU.TO, DE, DEO, GOOGL, LMT, LSEG.L, MSFT, NOW, ORCL, SHEL, TMO | AI, China, Quality, semiconductors, technology, Trade Policy, value |
| 2025 Q4 | Jan 5, 2026 |
Douglass Winthrop Advisors, LLC Jay Winthrop
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View | AI, Value, Trade Policy | AMZN, BRK-A, COST, FAST, GOOGL, MA, MSFT, NVDA, ORCL, UBER | AI, inflation, Quality, technology, Trade Policy, value |
| 2025 Q4 | Jan 14, 2026 |
Horos Asset Management Javier Ruiz
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View | AI, Gold, Value, Inflation, Passive Investing | 0086.HK, AAPL, AMZN, ANE.PA, AYV.PA, AZM.MI, DIA.MC, ERG.MC, GEST.MC, GOOG, GOOGL, META, MSFT, NPSNY, NVDA, ONEX.TO, ORCL, TCEHY, TGS, TSLA | AI, Bubble, Concentration, Europe, gold, inflation, Passive investing, value |
| 2025 Q4 | Jan 20, 2026 |
N/A – Research Required Camilla Anderson
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View | Value, Shipping, Private Equity, Insurance, Biotechnology | 096770.KS, BSRT.L, DAN.MI, HANA.L, HAUTO.OL, HVPE.L, NN.AS, NRO.PA, OCI.L, PIN.L, RCP.L, RTW.L, SBER.ME, SIBN.ME, STAN.L, VIG.VI, WALW.OL, WWI.OL, YAR.OL | Biotechnology, Discounts, Europe, insurance, NAV, private equity, shipping, value |
| 2025 Q4 | Jan 18, 2026 |
Mayar Capital Abdulaziz A.Alnaim
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View | AI, Crypto, Value | 005930.KS, 7476.T, 7974.T, BFAM, BKNG, BNNTF, CAP.PA, CFR.SW, CRDA.L, GOOGL, JNJ, KVUE, NESN.SW, NKE, OR.PA, PYPL, SOLV, TW.L, UL, UPS, V, VWS.CO | defense, fundamentals, global, Quality, Speculation, value |
| 2025 Q4 | Mar 1, 2026 |
River Oaks Capital Whit Huguley
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View | Value, Small Caps, Buybacks, Specialty Chemicals, Building Materials Retail | ACNT, BFCC, BILD.TO, BOC, CRMT, CZBS, DR.TO, FTLF, GFP, HAYPP, IVFH, OMCC, RRR.UN, RWAY, SRBK, TRUX | Banking, Buybacks, Consolidation, Flooring, small cap, Specialty Chemicals, undervalued, value |
| 2025 Q4 | Jan 8, 2026 |
Oakmark Fund William C. Nygren
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View | Value, Momentum | - | Concentration, diversification, large cap, momentum, risk, technology, value |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Global Fund Ross Glotzbach
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View | Media, Value, Buybacks | ANGI, AVTR, BIO, CNH, CNX, DHER.DE, EXOR.MI, F, FI, GLAN.L, GRUMA.MX, IAC, JFC.PS, KHC, MAT, MGM, PHG, REGN, STLA, TIGO, UNH | Buybacks, FCF, global, Holdings, Media, Quality, value |
| 2025 Q4 | Jan 30, 2026 |
Sorfis Investments Joe Koster
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View | AI, Value, Volatility | BRK-A | AI, Capital Expenditures, technology, Valuations, value, volatility |
| 2025 Q4 | Jan 18, 2026 |
Distillate Capital Fundamental Stability & Value Thomas Cole
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View | Value, Quality, Small Caps | BMY, CAH, CSCO, ELV, FFIV, FI, GPS, HCA, JBHT, JNJ, LOW, MO, MPC, MRK, REGN, TDC, TEL, TMUS, UBER, VST | free cash flow, fundamentals, international, Quality, rebalancing, small caps, valuation, value |
| 2025 Q4 | Feb 19, 2026 |
McIntyre Partnerships Chris McIntyre
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View | Healthcare, Value, Real Estate | MDRX, SAFE, SHC, STE | healthcare, liquidation, real estate, small cap, undervalued, value |
| 2025 Q4 | Jan 7, 2026 |
ClearBridge Investments Dividend Strategy John Baldi
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View | AI, Value, Dividends | AAPL, ADP, APD, AVGO, GOOGL, ITX.MC, KO, LHX, META, MMC, MSFT, NESN.SW, NVDA, ODFL, ORCL, TEL, TMUS, UL, UNP, XOM | AI, Concentration, diversification, dividends, large cap, semiconductors, technology, value |
| 2025 Q4 | Jan 23, 2026 |
GreensKeeper Value Fund Michael McCloskey
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View | AI, Value, Luxury | ADBE, AXP, BRK-B, CBOE, CFRUY, CHKP, ELV, FISV, GOOG, ICE, ICLR, LULU, MRK, NVO, SPGI, V, VRTX | AI, Concentration, Discipline, financials, Luxury, technology, value |
| 2025 Q4 | Jan 12, 2026 |
Pabrai Wagons Fund Mohnish Pabrai
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View | Value, Buybacks, Coal, Airports, Homebuilders, Auto Dealers, Oil Services | AAPL, AMR, AMZN, AN, GOOGL, HMT.L, META, MSFT, NVDA, PHM, RIG, TOL, TSLA | Airports, Auto Dealers, Buybacks, Coal, global, Homebuilders, Oil Services, value |
| 2025 Q4 | Jan 29, 2026 |
Hotchkis & Wiley Mid-Cap Value Fund George Davis
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View | Value, Oil, Regional Banks | ADNT, AIG, APA, BPOP, BTE.TO, CFG, ERIC, FFIV, FLR, HLF, KOS, MGA, OLN | Banking, energy, financials, mid cap, multiples, oil, valuation, value |
| 2025 Q4 | Jan 9, 2026 |
Pangolin Asia Fund James Hay
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View | Value, ASEAN | BMAZ.KL, DKSH.KL | ASEAN, consumer, Indonesia, Malaysia, undervalued, value |
| 2025 Q4 | Feb 17, 2026 |
Cullen Enhanced Equity Income Fund James Cullen
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View | AI, Rates, Value, Dividends, Risk Appetite | AAPL, AMZN, GOOGL, JPM, KVUE, META, MSFT, NSC, NVDA, QCOM, TSLA, UNH, UNP | AI, dividends, growth, healthcare, income, rates, technology, value |
| 2025 Q4 | Jan 24, 2026 |
1 Main Capital Yaron Naymark
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View | Value, Small Caps | BFIT.AS, DNTL, IWG.L, LMB, MBUU, MCFT, PRKR, RLGT, SUP, WATR | Building Systems, concentrated, FCF, Industrial Services, small caps, value |