Value

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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 21, 2026 View Value, Dividends, Quality BLK, CB, FDX, FI, GOOG, NEU, NSC, RSG dividends, financials, healthcare, large cap, Quality, technology, value
2025 Q4 Dec 31, 2025 View AI, Value, Emerging markets BRK-B, JNJ, MRK AI, Bonds, Caribbean, emerging markets, global, healthcare, 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 View Value, Momentum, SPACs - EAFE, emerging markets, global, momentum, Speculation, valuation, value
2025 Q4 Jan 18, 2026 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 5, 2026 View AI, Value, Quality - AI, financials, international, materials, Quality, 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 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 29, 2026 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 3, 2026 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
EQUAM Global Value Fund
Alejandro Muñoz
 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 8, 2026 View AI, Commodities, Value, Inflation - AI, commodities, Defensive, inflation, risk management, value
2025 Q4 Jan 5, 2026 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 View Value, Energy Transition, Oil, Natural Gas OIH, PSCE, XLE, XOP cycle, energy, Natural Gas, oil, small cap, underinvestment, value
2025 Q4 Jan 20, 2026 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 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 Feb 11, 2026 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 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 Mar 1, 2026
River Oaks Capital
Whit Huguley
 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 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 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 Jan 14, 2026 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 6, 2026 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 Feb 19, 2026
McIntyre Partnerships
Chris McIntyre
 View Healthcare, Value, Real Estate MDRX, SAFE, SHC, STE healthcare, liquidation, real estate, small cap, undervalued, 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 29, 2026 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 Jan 22, 2026 View AI, Value, Financials 005930.KS, CAP.PA, GOOGL, MSFT, ORCL AI, banks, Currency, Europe, financials, Global Equities, 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 26, 2026 View AI, Value, Europe DEO, KYGA.L, LSEG.L, SW, TSM AI, Currency, Europe, financials, international, semiconductors, staples, value
2025 Q4 Jan 20, 2026 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 Jan 30, 2026 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 Feb 17, 2026 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 23, 2026 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 14, 2026 View Rates, Value, Credit Stress - credit, duration, fixed income, rates, risk management, value
2025 Q4 Jan 30, 2026 View Value - Book-to-market, growth, large cap, Mega Cap, Outperformance, value
2025 Q4 Jan 18, 2026
Ariel Fund
John W. Rogers
 View Value, Autos, Oil Services, Entertainment ATGE, CLB, GNTX, MHK, MSGE, SPHR, XRAY Autos, Entertainment, healthcare, industrials, Oil Services, 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 6, 2026 View AI, Value, E-commerce, Household Products AMZN, BABA, CLX, GOOGL, LULU, NKE, NVDA AI, China, Concentration, consumer, technology, valuation, value
2025 Q4 Jan 21, 2026 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 Dec 31, 2025 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 12, 2026 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 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 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 Feb 5, 2026 View Value, Quality - healthcare, large cap, Pharmaceuticals, Quality, value
2025 Q4 Jan 5, 2026
Right Tail Capital
Jeremy Kokemor
 View AI, Value CSU.TO, GOOGL AI, long-term, Patience, Quality, technology, underperformance, value
2025 Q4 Jan 12, 2026 View AI, Value, FinTech, Buybacks 4028.T, BELFB, CGEO.L, ENVA, WCC AI, Banking, Buybacks, Fintech, growth, international, productivity, value
2025 Q4 Jan 18, 2026
Brennan Asset Management
Patrick Brennan
 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 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 4, 2026 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 28, 2026 View Value, Quality, Small Caps, Earnings - earnings, emerging markets, Foreign, growth, Quality, small caps, SMID, value
2025 Q4 Jan 8, 2026
Oakmark Fund
William C. Nygren
 View Value, Momentum - Concentration, diversification, large cap, momentum, risk, technology, value
2025 Q4 Jan 14, 2026 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 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 20, 2026
N/A – Research Required
Camilla Anderson
 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
 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 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 Jan 23, 2026
GreensKeeper Value Fund
Michael McCloskey
 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 29, 2026 View AI, Rates, Value, Dollar - AI, Dollar, Fed, growth, international, rates, technology, value
2025 Q4 Jan 14, 2026 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 View AI, Value, Volatility BRK-A AI, Capital Expenditures, technology, Valuations, value, volatility
2025 Q4 Jan 18, 2026 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 10, 2026 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 7, 2026 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 24, 2026
1 Main Capital
Yaron Naymark
 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
2025 Q4 Feb 3, 2026 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 12, 2026
Pabrai Wagons Fund
Mohnish Pabrai
 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 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 View Value, ASEAN BMAZ.KL, DKSH.KL ASEAN, consumer, Indonesia, Malaysia, undervalued, value
2025 Q4 Jan 11, 2026 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 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 Jan 30, 2026 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 Feb 17, 2026 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 23, 2026 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 14, 2026 View Value, Japan 3963.T, 4347.T, 8929.T Engagement, Governance, Japan, small cap, 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 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 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 Jan 8, 2026 View AI, Value, Quality - AI, Competitive Advantage, India, long-term, Portfolio Management, Quality, 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 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 13, 2026 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 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 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 Feb 5, 2026 View Value - healthcare, industrials, small cap, technology, value
2025 Q4 Jan 5, 2026 View AI, Valuations, Value, ETFs NVDA AI, Bubble, ETFs, Market Risk, Passive investing, Probability, Valuations, 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 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 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 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 28, 2026 View Value, Quality, Small Caps - earnings growth, Foreign, Quality, small caps, SMID, value
2025 Q4 Jan 8, 2026 View Value, Quality, Japan, South Korea - ETFs, Europe, international, Japan, Korea, Quality, value
2025 Q4 Jan 16, 2026 View Rates, Value, Growth - Fed, growth, inflation, international, rates, Sectors, value
2025 Q4 Jan 15, 2026 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 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 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 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 30, 2026 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 Jan 14, 2026 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 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 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 11, 2026 View AI, Value BAX, BDX, CAH, CVS, FCNCA, FIS, MMS, SSNC, WCC, WDC AI, dividends, financials, healthcare, industrials, inflation, mid cap, value
2025 Q4 Jan 7, 2026 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 20, 2026
WisdomTree, Inc.
Pierre Debru
 View AI, Value, Defense Spending - AI, defense, emerging markets, Europe, Factors, growth, Quality, value
2025 Q4 Dec 31, 2025 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 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 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 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 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 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 3, 2026 View Gold, Value, Cyclical Recovery, Homebuilders, Offshore Drilling BLDR, HD, TDW Consolidation, Cyclical, energy, gold, Homebuilders, Offshore, Recovery, value
2025 Q4 Jan 21, 2026 View Value, Logistics, Utilities DPW.DE, SSE.L dividends, Europe, international, Japan, Logistics, Utilities, 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 23, 2026 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 View Value, Volatility - Canada, Compounding, long-term, Quality, value, volatility
2025 Q4 Jan 30, 2026 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 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 Feb 11, 2026 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 8, 2026 View Value - diversification, global, international, Patient Capital, value
2025 Q4 Jan 24, 2026 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 Mar 1, 2026 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 13, 2026 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 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 Feb 8, 2026 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 7, 2026 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 12, 2026 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 29, 2026
Invenomic Fund
Ali Motamed
 View Value, Small Caps, Momentum - Equity, Factor, Long/Short, momentum, small caps, value
2025 Q4 Jan 20, 2026 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 Jan 22, 2026 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 28, 2026 View Value, Quality, Small Caps - dispersion, earnings growth, Foreign, Quality, small caps, value
2025 Q4 Dec 31, 2025 View Value, Entertainment, Biotechnology GMAB, ICLR, IMX, J36.SI, PRU.L Biotech, Bottom-up, Entertainment, global, international, value
2025 Q4 Jan 26, 2026 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 View AI, Private Credit, Rates, Value - credit spreads, duration, Equity, Fed policy, fixed income, healthcare, international, Valuations
2025 Q4 Feb 2, 2026 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 View Value, Quality AJB.L, COA.L, DGE.L, NXT.L compounders, Quality, rates, small caps, Uk, 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 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
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 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 View AI, Rates, Value, Dividends ACN, LMT, META, TXN AI, consumer, dividends, Fed, financials, rates, technology, value
2025 Q4 Jan 18, 2026 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 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 6, 2026
Frank Value Fund
Brian Frank
 View Value, Buybacks GTX, MSFT Buybacks, cash flow, Consumer Staples, fundamentals, mid cap, value
2025 Q4 Jan 21, 2026 View Value, Quality AER, LW, NEU, WAT, WTM, ZBRA industrials, mid cap, Quality, small cap, SMID Cap, value
2025 Q4 Feb 21, 2026
Turtle Creek Fund Test
Cameron McKendry
 View Value - Canada, concentrated, drawdowns, mid cap, positioning, value
2025 Q4 Jan 12, 2026 View AI, Value, Logistics, Capital Markets JBHT, KMB, MKTX AI, Capital markets, financials, industrials, Logistics, mid cap, Quality, value
2025 Q4 Jan 29, 2026 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 View AI, Rates, Value, Small Caps BR, CADE, DFIN, HOLX, LAKE, MEC AI, Gdp, inflation, rates, small caps, technology, 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 2, 2026 View AI, Cloud, Value ASCENTECH.T AI, Asia, Cloud, Japan, Mental Models, Philosophy, 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 27, 2026 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 Jan 22, 2026 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 Feb 22, 2026 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 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 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 Jan 30, 2026 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 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 Jan 9, 2026 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 24, 2026 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 Mar 1, 2026
Markel Group Inc.
Tom Gayner
 View Value, Capital Allocation, Insurance - Capital Allocation, Compounding, Culture, insurance, long-term, 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 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 Feb 6, 2026 View AI, Value, Small Caps - AI, Behavioral Finance, Micro Cap, Performance, quantitative, small cap, value
2025 Q4 Jan 7, 2026 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 Feb 10, 2026 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 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 29, 2026 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 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 Jan 22, 2026 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 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 View Value, Dividends, Earnings, Dollar - Colombia, dividends, Dollar, earnings, emerging markets, frontier markets, Geopolitical, value
2025 Q4 Jan 20, 2026 View Value, Quality ACGL, ASML, AZO, EXP, GOOGL, PGR, PM, VMC alpha, Concentration, large cap, long-term, Patience, Quality, value
2025 Q4 Jan 30, 2026 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 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 Feb 16, 2026 View Value, Japan, Cybersecurity 4441.T, DR.TO cybersecurity, Defensive, growth, Japan, small caps, value
2025 Q4 Jan 23, 2026 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 13, 2026 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 Jan 30, 2026 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 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 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

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