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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 28, 2026 View Value, Quality, Small Caps - dispersion, earnings growth, Foreign, Quality, small caps, value
2025 Q4 Feb 6, 2026 View AI, Value, Small Caps - AI, Behavioral Finance, Micro Cap, Performance, quantitative, small cap, 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 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 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, 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 8, 2026
Oakmark Fund
William C. Nygren
 View Value, Momentum - Concentration, diversification, large cap, momentum, risk, 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 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 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 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 Feb 16, 2026 View Value, Japan, Cybersecurity 4441.T, DR.TO cybersecurity, Defensive, growth, Japan, small caps, 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 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 16, 2026 View Rates, Value, Growth - Fed, growth, inflation, international, rates, Sectors, 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 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 Feb 21, 2026
Turtle Creek Fund
Cameron McKendry
 View Value - Canada, concentrated, drawdowns, mid cap, positioning, 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 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 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 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 2, 2026 View AI, Cloud, Value ASCENTECH.T AI, Asia, Cloud, Japan, Mental Models, Philosophy, 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 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 Feb 5, 2026 View AI, Value, Quality NOIGX AI, financials, international, materials, Quality, value
2025 Q4 Jan 20, 2026
WisdomTree, Inc.
Pierre Debru
 View AI, Value, Defense Spending DGRA, DGRG, EEI, EEIE, WTVE, WTVG, XUSA AI, defense, emerging markets, Europe, Factors, growth, Quality, 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 Value, Small Caps, Risk Appetite HWSAX, HWSCX, HWSIX, HWSZX Correction, fundamentals, profitability, Quality, Russell 2000, small caps, Speculation, 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 Jan 8, 2026 View Value - diversification, global, international, Patient Capital, value
2025 Q4 Jan 21, 2026 View Value, Logistics, Utilities DPW.DE, SSE.L dividends, Europe, international, Japan, Logistics, Utilities, 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 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, 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 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 3, 2026 View Gold, Value, Cyclical Recovery, Homebuilders, Offshore Drilling BLDR, HD, TDW Consolidation, Cyclical, energy, gold, Homebuilders, Offshore, Recovery, 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 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
Markel Group Inc.
Tom Gayner
 View Value, Capital Allocation, Insurance - Capital Allocation, Compounding, Culture, insurance, long-term, 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 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 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 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 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 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 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, 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 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 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, 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
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
Invenomic Fund
Ali Motamed
 View Value, Small Caps, Momentum BIVIX Equity, Factor, Long/Short, momentum, small caps, 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 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 15, 2026 View Value, Quality AJB.L, COA.L, DGE.L, NXT.L compounders, Quality, rates, small caps, Uk, 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 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 20, 2026 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
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 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 Dec 31, 2025 View AI, Value, Emerging markets BRK-B, JNJ, MRK AI, Bonds, Caribbean, emerging markets, global, healthcare, 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 14, 2026 View Rates, Value, Credit Stress BPLN, PFFC, SHYG, T, TLTT credit, duration, fixed income, rates, risk management, 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 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 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 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 Feb 5, 2026 View Value, Quality NOLVX healthcare, large cap, Pharmaceuticals, Quality, 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 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, 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 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 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 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
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, 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 22, 2026 View AI, Value - AI, CFROI, industrials, mid cap, Style, technology, underperformance, 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 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 Jan 8, 2026 View Value, Quality, Japan, South Korea OAKG, OAKI ETFs, Europe, international, Japan, Korea, Quality, 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 View Value, Dividends, Earnings, Dollar - Colombia, dividends, Dollar, earnings, emerging markets, frontier markets, Geopolitical, 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 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 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 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 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 14, 2026 View Value, Japan 3963.T, 4347.T, 8929.T Engagement, Governance, Japan, small cap, 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 5, 2026
Right Tail Capital
Jeremy Kokemor
 View AI, Value CSU.TO, GOOGL AI, long-term, Patience, Quality, technology, underperformance, 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 Jan 28, 2026 View Value, Quality, Small Caps, Earnings - earnings, emerging markets, Foreign, growth, Quality, small caps, SMID, value
2025 Q4 Feb 5, 2026 View Value NOSGX healthcare, industrials, small cap, technology, value
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 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 15, 2026 View Value, Momentum, SPACs - EAFE, emerging markets, global, momentum, Speculation, valuation, 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 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 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 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 View Value, Water, Logistics, Tobacco APG, CLAR, CTT.LS, HKHC, PCYO, TPB concentrated, inflation, Logistics, SmallCap, Tobacco, value, water
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
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 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 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 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 Dec 31, 2025 View Value, Entertainment, Biotechnology GMAB, ICLR, IMX, J36.SI, PRU.L Biotech, Bottom-up, Entertainment, global, international, value
2025 Q4 Jan 29, 2026 View AI, Rates, Value, Dollar - AI, Dollar, Fed, growth, international, rates, technology, 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 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 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 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 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 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 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 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, 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 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 22, 2026 View AI, Value, Financials 005930.KS, CAP.PA, GOOGL, MSFT, ORCL AI, banks, Currency, Europe, financials, Global Equities, 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 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 9, 2026 View Value, ASEAN BMAZ.KL, DKSH.KL ASEAN, consumer, Indonesia, Malaysia, undervalued, 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
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
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 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 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
Plural Investing
Chris Waller
 View Value, Luxury LOGC, WOSG.L discount, Intrinsic Value, Luxury, Quality, retail, small caps, 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 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 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 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 13, 2026 View Value, Volatility - Canada, Compounding, long-term, Quality, value, volatility
2025 Q4 Jan 30, 2026 View Value - Book-to-market, growth, large cap, Mega Cap, Outperformance, 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 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 Jan 28, 2026 View Value, Quality, Small Caps - earnings growth, Foreign, Quality, small caps, SMID, 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 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 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 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, 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 8, 2026 View AI, Commodities, Value, Inflation - AI, commodities, Defensive, inflation, risk management, 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 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 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 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
Azvalor Internacional
Álvaro Guzmán de Lázaro
 View Gold, Value, Concentration CNQ, Gold, SII, VIST Concentration, discount, Europe, global, Mining, Quality, Upside, 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 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 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 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 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 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 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 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 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 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 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, 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, Quality, rebalancing, small cap, valuation, 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 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 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 16, 2026
Comus Investment
Aaron J. Saunders
 View Value, Hong Kong - Cash, Hong Kong, Opportunities, pricing, Small-caps, value
2025 Q4 Jan 8, 2026 View AI, Value, Quality - AI, Competitive Advantage, India, long-term, Portfolio Management, Quality, value
2025 Q4 Jan 21, 2026
Oldfield Partners LLP
Richard Oldfield
 View Value, United Kingdom - diversification, Forecasting, risk management, United Kingdom, 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 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 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 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 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 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 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 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 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 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 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 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 Q3 Oct 24, 2025 View AI, Value, Defense, Data Centers AIG, CAT, CL, EQH, FDX, GM, KMX, LHX, LULU, MLM, SYY, TGT, TMO, TXN, ZTS AI, Data centers, defense, large cap, Quality, technology, value
2025 Q3 Oct 8, 2025 View Value, Pharmaceuticals, Biotechnology ALNY, CRSP, GILD, GMAB, INSM, VRTX Biotechnology, Drug Discovery, global, Pharmaceuticals, R&D, undervalued, value
2025 Q3 Nov 5, 2025 View Value, Growth - growth, large cap, US, valuation, value
2025 Q3 Oct 15, 2025 View Value, Small Caps, Entertainment BCO, KMT, MAT, MSGE, PBH, REZI, SPHR, ZBRA consumer, Entertainment, industrials, rates, small caps, technology, value
2025 Q3 Oct 9, 2025
Anchor Capital Advisors
William P. Rice
 View AI, Rates, Value, Small Caps NVDA AI, Dollar, emerging markets, Fed Cuts, rates, small caps, technology, value
2025 Q3 Oct 31, 2025 View Value, Dividends, Europe 003550.KS, 005930.KS, 145720.KS, 2531.T, 4368.T, 6302.T, 6777.T, 7267.T, 7716.T, 7741.T, 7844.T, 7988.T, AZE.BR, BA.L, BIDU, BKG.L, BREE.L, BRK-A, CNH, DEO, FDX, GOOGL, GRAF.L, HEIA.AS, IONS, JNJ, JSG.L, KOF, NA.TO, NESN.SW, NVS, NVST, PETS.L, PRU.L, RHM.DE, ROG.SW, RUI.PA, SAF.PA, SKF-B.ST, SOP.PA, SW.PA, TFC, TP.PA, TREL-B.ST, TTE, U11.SI, USB, VRTX, WFC Currency, dividends, Europe, Hedging, international, Japan, value
2025 Q3 Oct 13, 2025
Hourglass Capital, LLC
Andrew T. Anton
 View AI, Value, Staffing BRK-A, FHI, LYB, OXY AI, Labor, rates, technology, valuation, value
2025 Q3 Nov 25, 2025 View AI, Value, FinTech, Software CLBT, EEFT, FIVN, FLYW, NVDA, PLNT, PRKS, XPOF AI, Fintech, growth, small caps, software, technology, value
2025 Q3 Oct 21, 2025 View AI, Value, Small Caps AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF healthcare, industrials, positioning, small caps, technology, underperformance, value
2025 Q3 Dec 31, 2025 View Value, Small Caps A1OS.DE, ACAD.ST, ALLFG.L, BFSA.MC, CELL.MI, DFS.L, DOM.L, EXPRO, HL.L, INCH.L, IOG.L, MIDW.L, MON.MI, NOEJ.DE, PSG.MC, RHIM.L, RITN.SW, SESA.MI, STAB.DE, TGS.OL, TTK.DE discount, Europe, Quality, small caps, undervaluation, value
2025 Q3 Oct 14, 2025
Lyrical Asset Management
Andrew Wellington
 View Value AAPL, AMP, CI, CNC, CPAY, EBAY, EXPE, FIS, FLEX, GOOGL, GPN, HCA, JCI, LKQ, MSFT, NRG, NVDA, TSLA, UBER, URI earnings, growth, Outperformance, Performance, value
2025 Q3 Oct 30, 2025 View Value, Earnings - earnings, fundamentals, long-term, P/E Ratios, Quality, valuation, value
2025 Q3 Sep 30, 2025 View Value AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO long-term, multi-cap, Research, stock selection, value
2025 Q3 Oct 14, 2025 View Value, Buybacks CBRE, CRM, FISV, GOOGL, JLL, KMX, MEDP, SEE, UNH Buybacks, consumer discretionary, financials, healthcare, technology, value
2025 Q3 Oct 1, 2025
Diranko Capital
David Diranko
 View AI, Value AAPL, AMZN, AVGO, GOOGL, META, MSFT, NVDA, TSLA AI, Big tech, small caps, technology, valuation, value
2025 Q3 Oct 20, 2025
Rockwood Strategic
Richard Staveley
 View Value, Small Caps, United Kingdom CAPD.L, CAU.L, CHSC.L, CPI.L, FCH.L, FLO.L, FSJ.L, FTC.L, KOO.L, MERC.L, PEN.L, RM.L, RST.L, SAA.L, STVG.L, TON.L, TRB.L, TRI.L, VEL.L, VQS.L Engagement, Recovery, small caps, turnaround, United Kingdom, value
2025 Q3 Oct 25, 2025 View Gold, Value, Volatility, Dollar CGEO.L Deficit, Dollar, global, gold, international, value, volatility
2025 Q3 Oct 9, 2025 View AI, Value, Homebuilders, Semiconductor Cycle, Managed Care CNC, DHI, LRCX AI, healthcare, Homebuilders, mid cap, Recession, semiconductors, Unemployment, value
2025 Q3 Nov 11, 2025 View AI, Value, Quality - emerging markets, international, Quality, technology, value
2025 Q3 Oct 17, 2025
Hosking Partners
Steve Chambers
 View AI, China, Value, Small Caps, Japan, Platinum Group Metals 0700.HK, BABA, BAC, BTU, C, CFG, CRDA.L, DGE.L, FCX, HBAN, JEF, KWR, LXS.DE, LYB, NVDA, PNC, RCO.PA, RI.PA, SYNT.L, WFC AI, broadening, Capital Cycle, China, Japan, Mining, small caps, value
2025 Q3 Oct 24, 2025 View Value BAX, C, CHTR, CVS, MGA, PPG, RHI, SOLV, TEL financials, healthcare, industrials, underperformance, value
2025 Q3 Nov 5, 2025 View AI, Private Credit, Value FMC AI, contrarian, Credit Stress, risk management, small caps, value
2025 Q3 Oct 16, 2025
White Brook Capital
Basil F. Alsikafi
 View AI, Value, Small Caps, Homebuilders AMS, BLDR, BOF, CCLDO, CVEO, FND, GOOG, INFU, JAKK, MSFT, NVDA, PAYS, PTLO, QIPT, RGTI, RPID, TGT, TSM, TTSH AI, Bubble, cash flow, growth, Homebuilders, small caps, value
2025 Q3 Dec 4, 2025 View AI, Value, Dividends BTI, C, DG.PA, ET, IBE.MC, JCI, JNJ, JPM, MO, MS, NVS, RIO, SIE.DE, UCG.MI AI, dividends, Europe, financials, growth, international, technology, value
2025 Q3 Oct 28, 2025 View AI, Value, Luxury, Copper 035420.KS, AMS.PA, BABA, BNZL.L, CNHI, DSV.CO, DSY.PA, EDEN.PA, FMX, GLEN.L, HEXA-B.ST, ITRK.L, KER.PA, LLOY.L, OTEX, SHL.DE, SIE.DE, SMIN.L, SN.L, UHR.SW Europe, fundamentals, growth, international, Quality, technology, valuation, value
2025 Q3 Oct 14, 2025 View AI, Value, Small Caps 005930.KS, AAPL, AMZN, BABA, BAX, BIDU, CHTR, GOOGL, LKQ, META, MSFT, NVDA, SCS, SHEL, SPB, TEP.PA, TSLA, TSM, WIZZ.L, WNS AI, global, Outperformance, portfolios, small caps, value
2025 Q3 Nov 17, 2025 View Gold, Value, Platinum Group Metals, Battery Metals 003550.KS, 015760.KS, 030200.KS, 032640.KS, 1.HK, BIDU, CEN, GLEN.L, Gold, IMPUY, ITH, IVN.TO, NEM, NG, SA, SBSW, SLB, SQM, VALE, WRN commodities, diversification, global, gold, materials, Mining, Platinum, value
2025 Q3 Oct 21, 2025 View Value, Onshoring, Commercial Real Estate 0016.HK, 8923.T, AMATA.BK, BYG.L, CTP.AS, INA.AX, LLC.AX, NSR.AX, SHUR.L, SVI.TO, TEG.DE, VEST.MX Asia, Europe, Industrial, international, Nearshoring, real estate, value
2025 Q3 Oct 28, 2025 View AI, Energy, Value ADNT, AIG, APA, BPOP, CFG, CNC, ERIC, FFIV, FLR, MGA, OLN, STT, WBD, WPP.L AI, earnings, energy, mid cap, rates, value
2025 Q3 Oct 9, 2025 View Gold, Value, Small Caps, Japan 4194.T, 5038.T, BVS.AX, CAT.AX, CCL.AX, CLH, CRH, CSL.AX, CTD.AX, DMP.AX, EML.AX, FI, FIX, GTK.AX, HPG.AX, IEL.AX, INCH.L, INGA.AS, JHX.AX, LLOY.L, MTX.DE, NUTX, PPE.AX, PPS.AX, REH.AX, RUL.AX, TSCO.L, TSLA, ZEG.L Australia, Discipline, gold, Japan, small caps, value
2025 Q3 Nov 14, 2025
Sohra Peak Capital Partners
Jonathan Cukierwar
 View AI, Value, Japan - cash flow, Discipline, Japan, Quality, small caps, value
2025 Q3 Sep 30, 2025 View AI, Value, Data Centers META AI, Data centers, infrastructure, Investment, returns, technology, value
2025 Q3 Oct 19, 2025
Smead Value Fund
Bill Smead
 View AI, Value, Oil, Homebuilders AMGN, APA, AXP, CACC, COP, CSCO, CVE, DHI, FANG, INTC, LEN, MAC, MRK, MSFT, NVR, OXY, SPG, TGT, UHAL, UNH AI, commodities, energy, Homebuilders, technology, value
2025 Q3 Oct 24, 2025 View AI, Value, Defense AIG, CIEN, COO, COOP, EQH, FCX, FIS, GDDY, HII, KMX, NVRO, NVST, RRR, RVTY, TTC, WCC AI, defense, financials, healthcare, mid cap, technology, value
2025 Q3 Oct 8, 2025 View Value, Asia, Conglomerates ASII.JK, D01.SI, H78.SI, HMC, J36.SI, SBUX, SE, TM Asia, Conglomerates, consumer, Hong Kong, Indonesia, value
2025 Q3 Nov 8, 2025 View Value, Quality, Small Caps AAPL, ESGR, FN, IAC, IDCC, IMKTA, MGM, NNI, NVDA, OSK, REVG, RLI, SAIC, SFM, SNX, THS, VSH Defensive, Disciplined, downside protection, Quality, small cap, value
2025 Q3 Oct 16, 2025
Pabrai Wagons Fund
Mohnish Pabrai
 View Value, Buybacks, Airports, Homebuilders, Auto Dealers, Metallurgical Coal AMR, AN, HMC.T, META, MSFT, PHM, RIG, TOL, WMC Airports, Auto Dealers, Buybacks, Coal, Homebuilders, small caps, undervalued, value
2025 Q3 Oct 31, 2025
Bireme Capital
Evan Tindell
 View Value, Quality AAF.L, AAPL, BOL.PA, DIS, HUM, ITRN, ORI, RICK, SWON.SW Alpha Generation, Behavioral Finance, Cognitive Biases, Concentration, Global Equities, value
2025 Q3 Oct 31, 2025 View Value, Dividends, Japan, Europe 003550.KS, 005930.KS, 145720.KS, 2531.T, 4368.T, 7270.T, 7276.T, 7716.T, 7988.T, AALB.AS, AZE.BR, BA.L, BIDU, BKG.L, BREE.L, BRK-A, CNHI, CRH.L, D05.SI, DGE.L, DHL.DE, FDX, GOOGL, HEIA.AS, INCH.L, IONS, J36.SI, JNJ, JSG.L, KOF, MEGACPO.MX, NA.TO, NESN.SW, NOVN.SW, NVST, PETS.L, PRU.L, ROG.SW, RUI.PA, SAF.PA, SOP.PA, SW.PA, TFC, TREL-B.ST, TTE, U11.SI, USB, VRTX, WFC, ZURN.SW Currency, dividends, ETFs, Europe, Hedging, international, Japan, value
2025 Q3 Oct 14, 2025 View Value, Financials ADBE, ADM, AON, BK, CVS, ELAN, FDX, FI, FIS, GOOGL, GS, JCI, MET, OXY, RTX, SATS, SCHW, TE, WFC, WTW Bottom-up, Diversified, financials, fundamentals, industrials, large cap, technology, value
2025 Q3 Sep 30, 2025
Nixon Capital LLC
Ryan Nixon
 View AI, Value, Risk Appetite MSFT AI, Bubbles, Capital Allocation, risk management, Valuations, value
2025 Q3 Oct 21, 2025 View Value, Fixed Income, Risk Management JPST, PFF, SHYG, SRE, T, TLT credit, duration, fixed income, Preferred Securities, risk management, Treasuries, value
2025 Q3 Oct 30, 2025 View AI, Value - AI, fundamentals, mid cap, Quality, value
2025 Q3 Sep 30, 2025 View AI, Value, Emerging markets BRK-B AI, Caribbean, diversification, emerging markets, global, rates, technology, value
2025 Q3 Oct 14, 2025 View Value, Buybacks CBRE, CRM, FISV, GOOGL, JLL, KMX, MEDP, SEE, UNH Buybacks, consumer discretionary, financials, healthcare, technology, value
2025 Q3 Jul 30, 2025 View Value, Quality, E-commerce ABF.L, DCC.L, FERG, FPE3.DE, MWG.L, TCX, UTDI.DE, WINE.L Cyclical, Europe, long-term, Patience, Quality, value
2025 Q3 Oct 20, 2025 View AI, Uranium, Gold, Value, Copper CNU.AX, CRH, FRA.DE, HBM.TO, IMD.AX, LSF.AX, MIN.AX, NXE.TO, STO.AX, WGX.AX AI, Australia, Copper, gold, Long/Short, Mining, uranium, value
2025 Q3 Oct 28, 2025 View Value, Quality AWI, GHC, HAE, IPAR, NGVT, WTM Fed, industrials, materials, Quality, rates, small caps, value
2025 Q3 Oct 9, 2025
Heartland Value Fund
Will Nasgovitz
 View Value, Small Caps, Restaurants CAT, CVGW, PBPB, XRAY earnings, Fed Cuts, Restaurants, small caps, Turnarounds, value
2025 Q3 Nov 11, 2025 View AI, Value, Quality - AI, large cap, Outperformance, Quality, technology, value
2025 Q3 Oct 16, 2025 View Value, Quality, Risk Appetite AAPL, ABBV, ACN, ADBE, ADP, ALGN, CMCSA, COST, CRM, EPAM, FIX, IT, JNJ, LRCX, MSFT, UNH, UNP, VST, VTRS, WMT Benchmarks, Concentration, large cap, Quality, technology, valuation, value
2025 Q3 Oct 24, 2025 View Value, Small Caps, Trade Policy 1910.HK, AAP, HNI, RCO.PA, REZI, SCS, SNV, SPB, SXT, TFX, TYRES.HE, UMI.BR Cyclical, global, Outperformance, small caps, tariffs, value
2025 Q3 Oct 7, 2025
Oldfield Partners LLP
Richard Oldfield
 View AI, Crypto, Value 034730.KS, AC.PS, JM.SI, RIT.L AI, Bubble, crypto, Discounts, global, growth, value
2025 Q3 Oct 1, 2025 View Value, Quality, Earnings PUUILO.HE Concentration, earnings, Europe, Quality, value, volatility
2025 Q3 Nov 13, 2025
AVI Global Trust
Joe Bauernfreund
 View Media, Value, South Korea 004800.KS, 005930.KS, 090430.KS, 329180.KS, 4527.T, 9301.T, C6L.SI, CDI.PA, ENT.L, NWSA, VIV.PA discount, Governance, Korea, Media, NAV, value
2025 Q3 Oct 15, 2025
Ariel Appreciation Fund
John W. Rogers
 View Value, Small Caps, Entertainment FI, GS, KMX, KN, MAT, PBH, PSKY, REZI, SPHR consumer, Entertainment, financials, mid cap, small caps, technology, value
2025 Q3 Dec 2, 2025 View Value, Quality, Momentum, Earnings - earnings, emerging markets, frontier markets, international, momentum, Quality, small cap, value
2025 Q3 Nov 5, 2025
Capital Advisors
Zachary Abrams
 View AI, Rates, Value, Small Caps NVDA AI, Dollar, emerging markets, Fed Cuts, rates, small caps, technology, value
2025 Q3 Oct 28, 2025 View Value, Dividends BAX, BDX, CAH, CVS, FCNCA, FIS, MMS, WDC, XBI dividends, financials, healthcare, mid cap, technology, value
2025 Q3 Oct 14, 2025 View AI, Value, Dividends ADP, BLK, CME, HD, HON, JNJ, MDT, MS, NEE, UNP AI, defensives, dividends, financials, Quality, Utilities, value
2025 Q3 Sep 30, 2025 View Value, Utilities, Consumer Staples, Tobacco BATS.L, CL, ENEL.MI, IMB.L, KO, PEP, PG, RI.PA, SRG.MI, WMT Consumer Staples, defensives, global, Risk-adjusted, Utilities, value
2025 Q3 Oct 21, 2025 View Value, Small Caps, Building Materials ABAC, BATRK, BCC, BXC, COLL, CTAS, CTLP, ECPG, FRPH, HBB, HFWA, ITIC, KALU, LXU, MYRG, PB, PRA, ROG, SD, SUPN, TDW, UMBF, UNF, VSTO Building Materials, financials, healthcare, industrials, Pharmaceuticals, small caps, technology, value
2025 Q3 Oct 30, 2025 View Value, Quality, Small Caps AEIS, BCO, CXT, DAR, DORM, EPAC, MOD, MSA, MUSA, NGVT, SCL active management, industrials, materials, Quality, small caps, value
2025 Q3 Oct 7, 2025 View Value, Market Share ACAD.ST, AFX.DE, CPR.MI, EVS.BR, FQT.VI, GSC.DE, HWDN.L, JUST.L, MPG.MI, STO.DE, SYS1.L, TRI.PA consumer discretionary, Europe, Long/Short, Market share, small caps, value
2025 Q3 Nov 16, 2025 View AI, Value, Defense, Dividends ACN, AMAT, BA, BK, CSCO, FI, GD, LHX, LMT, NESN.SW, NSC, SBUX, STZ, TEL, TGT, TSN, UNP defense, dividends, financials, healthcare, technology, value
2025 Q3 Oct 19, 2025 View Value, Dividends, Quality AMT, BDX, BK, CRH, CSX, EPD, GOOGL, JNJ, JPM, KVUE, MCHP, MDT, NSC, PCAR, PEP, SATS, UL, UPS Consumer Staples, dividends, financials, healthcare, income, Quality, Utilities, value
2025 Q3 Oct 24, 2025 View AI, Value, Small Caps BR, CIEN, COO, COOP, ENOV, EQH, GDDY, HII, KMX, LOB, NVST, OZK, PRGO, PRGS, RHP, RRR, RVTY, TRIN, TTC, WCC AI, mid cap, Quality, small cap, technology, value
2025 Q3 Oct 10, 2025 View Value, Indonesia, Arbitrage AKRA.JK, BRPT.JK, CDIA.JK, DCII.JK, DSSA.JK, MYOR.JK arbitrage, ASEAN, Indonesia, Institutions, regulation, value
2025 Q3 Nov 8, 2025 View AI, Value, Dividends, Trade Policy AMZN, BAX, BDX, CAG, GOOGL, META, MSFT, NVDA, ORCL, RIO, SW AI, dividends, Fed, growth, tariffs, technology, value
2025 Q3 Oct 15, 2025
Longleaf Partners Fund
Ross Glotzbach
 View AI, Value, Spinoffs, Buybacks ACI, ANGI, BIO, CNX, EXOR.MI, FDX, FIS, H, HFC, IAC, KHC, MAT, MGM, PCH, PVH, REGN, RYN AI, Bubble, Buybacks, FCF, spinoffs, undervalued, value
2025 Q3 Dec 23, 2025 View Value, Insurance, Distribution, Consolidation, Community Banks ABG, BLDR, CZBS, FERREYCORP, FFBC, FFH.TO, FTT.TO, LOTTE, MRZTY, MSBC, NBN, OTOEL.AT, TVK.TO, UBAB Acquisitions, banks, Consolidation, Distribution, Float, insurance, ROE, value
2025 Q3 Oct 24, 2025
Mindset Value Fund
Aaron Edelheit
 View Value, Cannabis GLASF, GRUSF, HQI, NNI, TGT, VREOF Cannabis, EBITDA, growth, Reform, SmallCap, value
2025 Q3 Oct 31, 2025 View Value, Dividends, Japan, Europe 003550.KS, 005930.KS, 0116.HK, 0590.HK, 2531.T, 4368.T, 6302.T, 6777.T, 7270.T, 7276.T, 7709.T, 7716.T, 7988.T, AKE.PA, AZE.BR, BA.L, BAB.L, BKG.L, BREE.L, CNHI, D05.SI, DGE.L, GRAF.L, HEIA.AS, IONS, JSG.L, NA.TO, NESN.SW, PETS.L, RHM.DE, RUI.PA, SAF.PA, SKF-B.ST, SOP.PA, SW.PA, TEP.PA Currency, dividends, ETF, Europe, Hedging, international, Japan, value
2025 Q3 Oct 13, 2025
Leaven Partners
Brent Jackson
 View Crypto, Value, Japan 7422.T, EWJ Bitcoin, diversification, international, Japan, Outperformance, small cap, value
2025 Q3 Dec 4, 2025
Silver Beech Capital
James Hollier
 View Value, Consolidation, Industrial Services DNTL.TO, ET, FFH, FR, GFR.TO, GSY.TO, MHC, PLYM, PRKS, RTO, SWX, WSC Canada, Consolidation, Cyclical, Industrial, small caps, value
2025 Q3 Oct 8, 2025 View Value, Australia BBN.AX, GNC.AX, INA.AX, LIC.AX, LLC.AX Agriculture, Australia, consumer, Engagement, real estate, turnaround, value
2025 Q3 Oct 30, 2025 View Value, Small Caps APG, BELFB, DR.TO, IVFH, KITS, NRP, SYZLF Concentration, fundamentals, Quality, small caps, value
2025 Q3 Oct 20, 2025 View AI, Gold, Value, Onshoring, Copper 1928.HK, 2282.HK, AIR.PA, AZJ.AX, CABK.MC, CNI.AX, COL.AX, CS.AX, EDV.AX, FCX, FDV.AX, GMEXICOB.MX, HSBA.L, LLOY.L, MIN.AX, NEM, NST.AX, QUB.AX, TECK, WYNN AI, Banking, commodities, Copper, global, gold, Onshoring, value
2025 Q3 Oct 14, 2025 View Value, Buybacks CBRE, CRM, FISV, GOOGL, JLL, KMX, MEDP, SEE, UNH Buybacks, consumer discretionary, financials, healthcare, technology, value
2025 Q3 Nov 19, 2025 View Gold, Value, South Africa 0700.HK, AIP.JO, ANG.JO, COH.JO, EPE.JO, GND.JO, LBR.JO, NHM.JO, PPH.JO, PRX.AS, RNI.JO, ZED.JO emerging markets, gold, Long/Short, Reform, South Africa, value
2025 Q3 Oct 20, 2025 View AI, Value, Small Caps AL, COHR, DAVA.L, ENTG, EPAM, EWBC, GL, GLOB, HBM.TO, HOLX, LITE, MOH, MP, NRG, PAAS, PNFP, RMBS, SAIA, TEX, WAL, WBS AI, energy, healthcare, Intrinsic Value, materials, small caps, Transportation, value
2025 Q3 Oct 28, 2025 View Value, Quality ACIW, AWI, BR, CWST, DECK, JKHY, NEU, REYN, SGI, WAT Fed Cuts, high beta, Quality, SMID Cap, value, volatility
2025 Q3 Oct 9, 2025 View Value, Dividends, Small Caps, Buybacks, Auto Parts BRC, MTRN, PBH, PHIN Auto Parts, Buybacks, Capital Allocation, dividends, earnings, Rate Cuts, small caps, value
2025 Q3 Nov 11, 2025 View Value, Small Caps - financials, healthcare, materials, Russell 2000, small cap, value
2025 Q3 Oct 16, 2025 View AI, Value, Quality AAPL, ABBV, ACN, ADBE, ADP, ALGN, CMCSA, COST, CRM, EPAM, FIX, IT, JNJ, LRCX, MSFT, UNH, UNP, VST, VTRS, WMT AI, Benchmarks, Concentration, Quality, valuation, value
2025 Q3 Oct 24, 2025 View AI, Value 6367.T, 6762.T, 8795.T, AKE.PA, BABA, CON.DE, DTG.DE, INGA.AS, ML.PA, NWG.L, RXL.PA, TEP.PA AI, Asia, Europe, financials, international, Recovery, value
2025 Q3 Oct 7, 2025 View AI, Cloud, Value, Semiconductors 0001.HK, 005930.KS, BABA, CVE, DIS, EZJ.L, HEIA.AS, MT, SNY AI, Bubble, Cloud, contrarian, global, semiconductors, value
2025 Q3 Nov 5, 2025 View AI, Valuations, Value AAPL, AMD, AMZN, BIDU, CMG, COST, GOOGL, INTC, KKR, MA, MCD, META, MSFT, NEON, NVDA, ORCL, PYPL, SBUX, TSLA, WMT AI, Bubble, Europe, Margin Of Safety, technology, Valuations, value
2025 Q3 Oct 15, 2025
Ariel Focus Fund
Charles K. Bobrinskoy
 View Gold, Value, Small Caps, Buybacks AJG, BIO, CLB, FI, Gold, MOS, PBH, REZI, SLB, ZIMV Buybacks, energy, financials, healthcare, materials, small caps, technology, value
2025 Q3 Oct 30, 2025
Trojan Fund
Sebastian Lyon
 View AI, Gold, Value AMD, AMZN, GOOGL, META, MSFT, NVDA, ORCL AI, diversification, gold, risk, Speculation, technology, Valuations, value
2025 Q3 Oct 31, 2025
Turtle Creek Fund
Cameron McKendry
 View Value, Growth, Quality AHT.L, ATD.TO, BFH, DOL.TO, DOO.TO, GIL.TO, KNSL, PFB.TO, SCI, SYF, TFII.TO, URI, WSC Canada, Concentration, growth, mid cap, Quality, value
2025 Q3 Oct 14, 2025
Mayar Capital
Abdulaziz A.Alnaim
 View AI, Value, Risk Appetite 005930.KS, AHT.L, AOM.PA, BFAM, BNR.DE, CAP.PA, CRDA.L, GOOGL, JNJ, JSG.L, KER.PA, KVUE, NESN.SW, NVO, PYPL, SOLV, UL, UPS, VTY.L, VWS.CO AI, contrarian, Discipline, global, Speculation, technology, value
2025 Q3 Sep 30, 2025 View Value, Financials KER.PA, NVO, WPP.L defensives, Europe, financials, international, Japan, value
2025 Q3 Oct 21, 2025 View Value, Copper, Coal 7270.T, AC.TO, BCC, BIRG, BMW.DE, BZU.MI, CBG.L, CSTCF, DB, EZJ.L, HCC, HEI, IFP.TO, LUN.TO, MBG.DE, ORI, ROG, S4C.L, UGPA3.SA Banking, contrarian, Copper, Europe, Forecasting, Mining, value
2025 Q3 Oct 30, 2025
SouthernSun SMID Cap
Michael Cook
 View Value, Active Management, Quality BCO, CXT, DAR, FND, GNRC, MOD, MUSA, NGVT, SEIC, VMI, WSO active management, fundamentals, Quality, SMID Cap, Stewardship, value
2025 Q3 Oct 10, 2025 View AI, Value, Risk Appetite AMD, AMZN, GOOGL, IONQ, KO, META, MSFT, QBTS, QUBT, RGTI, WMT AI, Bubble, fundamentals, risk, technology, Valuations, value
2025 Q3 Nov 23, 2025 View AI, Value, Lumber IFP.TO, NVDA, WFG.TO AI, cash flows, Concentration, fundamentals, Lumber, technology, valuation, value
2025 Q3 Oct 19, 2025 View Value, Semiconductor Cycle, Regional Banks ACLS, ASH, AXS, BBWI, BCO, CHX, COLD, EEFT, ENOV, EVTC, GMS, GPK, HD, ONB, SLB, SSB, TKR, UMBF, VC, WBS banks, consumer, financials, industrials, semiconductors, small cap, value
2025 Q3 Oct 24, 2025 View AI, Automation, Value 005930.KS, 086280.KS, 4502.T, 6273.T, BABA, CAP.PA, CX, ERJ, GSK.L, HEI.DE, HEIA.AS, KER.PA, OTEX, PBR, PUB.PA, SAN.PA, STM, TSM, UHR.SW, WPP.L AI, Automation, emerging markets, Europe, international, Outperformance, technology, value
2025 Q3 Oct 29, 2025
Olesen Value Fund
Christian Olesen
 View Value, Small Caps CAMB.L, JPM, MN, VTU.L concentrated, contrarian, global, Long-only, small caps, value
2025 Q3 Nov 8, 2025 View Rates, Value, Small Caps, Mortgage, Regional Banks, Commercial Real Estate AVNT, CROX, ECVT, HUN, KWR, STR, UA, UIS, VAC financials, Mortgage, rates, real estate, Regional Banks, small caps, value
2025 Q3 Oct 15, 2025 View AI, Value, Buybacks 4613.T, ACI, CANAL.PA, CNX, DHER.DE, EXOR.MI, GLB.L, IAC, KHC, MAT, MGM, PCH, PHG, PVH, RYN AI, Buybacks, consumer, energy, FCF, global, Timberland, value
2025 Q3 Dec 29, 2025 View Value, Energy Transition, Oil, Natural Gas - E&P, energy, Natural Gas, oil, small caps, Upstream, value
2025 Q3 Oct 22, 2025 View Value, Real Estate, Communications CRAWA, EACO, FLTB, GTX, MAA, RGTI, SENEA, TLN Communications, contrarian, Europe, REITs, small caps, value
2025 Q3 Dec 31, 2025
AMG Yacktman Fund
Stephen Yacktman
 View AI, Media, Value, Semiconductors 005930.KS, 012330.KS, CNQ, FOXA, GOOGL, MSFT, PEP, PG, SCHW, UHAL AI, Bubble, Conglomerates, large cap, Media, risk management, semiconductors, value
2025 Q3 Oct 31, 2025 View Value, Japan, Europe, Buybacks 003550.KS, 005930.KS, 145720.KS, 2531.T, 4368.T, 7270.T, 7276.T, 7846.T, 7988.T, AZE.BR, BA.L, BKG.L, BREE.L, BRK-A, CNHI, CRH.L, DGE.L, DHL.DE, FDX, GOOGL, HEIA.AS, IONS, JNJ, JSG.L, KOF, NA.TO, NESN.SW, NOVN.SW, NVST, PETS.L, PRU.L, ROG.SW, RUI.PA, SAF.PA, SW.PA, TP.PA, TREL-B.ST, TTE, U11.SI, WFC Buybacks, Currency, dividends, Europe, international, Japan, value
2025 Q3 Oct 16, 2025
Peterson Investment Fund
Matthew Peterson
 View AI, Value BABA, GOOGL, NPN.L China, Compounding, Concentration, Options, technology, value
2025 Q3 Dec 9, 2025
Bengal Capital
Jerry Derevyanny
 View Value, Cannabis BAMM, GRWG Cannabis, operations, Regulatory, retail, value
2025 Q3 Oct 25, 2025
Fairlight Alpha Fund
Andrew Martin
 View AI, Gold, Value BEZ.SI AI, global, gold, infrastructure, Mining, small caps, technology, value
2025 Q3 Oct 14, 2025 View Value, Buybacks CBRE, CRM, FISV, GOOGL, JLL, KMX, MEDP, SEE, UNH Buybacks, consumer discretionary, financials, healthcare, technology, value
2025 Q3 Nov 19, 2025 View Gold, Value, Emerging markets 700.HK, AGL.JO, ANG.JO, COH.JO, GLEN.L, MSP.JO, PPH.JO, PRX.AS, RNI.JO, SUN.JO, ZED.JO emerging markets, gold, Long/Short, Precious Metals, South Africa, value
2025 Q3 Nov 21, 2025 View Value, Growth, Japan - asset allocation, deep value, growth, international, Japan, Long/Short, valuation, value
2025 Q3 Oct 28, 2025 View AI, Media, Value AIG, CMCSA, D, ELV, ERIC, FFIV, GEHC, GOOGL, HEIA.AS, JDEP.AS, UNH, WBD, WDAY, WPP.L AI, financials, global, healthcare, Media, technology, value
2025 Q3 Oct 9, 2025
Frank Value Fund
Brian Frank
 View Media, Value, Buybacks NXST, TGNA Buybacks, Consumer Staples, M&A, Media, small caps, value
2025 Q3 Oct 28, 2025
Atherean Value Fund, LP
Christopher Gething
 View AI, Value MSFT AI, Bubbles, Concentration, small caps, Speculation, value
2025 Q3 Oct 16, 2025 View AI, Value, Quality, Small Caps AAPL, ABBV, ACN, ADBE, ADP, ALGN, CMCSA, COST, CRM, EPAM, FIX, IT, JNJ, LRCX, MSFT, UNH, UNP, VST, VTRS, WMT AI Bubble, Benchmarks, Concentration, free cash flow, Quality, small caps, valuation, value
2025 Q3 Oct 19, 2025 View AI, Value, Quality 6702.T, AAPL, ALFA.ST, AME, AMG, AMS.PA, AMZN, APO, ATD.TO, AVGO, BAC, BAES.L, BERY, BKNG, BN.TO, CFR.SW, CSX, ELV, FFH.TO, FLS, FNV.TO, GIB.A.TO, GOOGL, ICE, JLL, LECO, MAT, META, MIDD, MMC, MSFT, MSI, NFLX, NSC, NVDA, PEY.TO, PM, PSMT, QCOM, QSR, RBA.TO, ROST, SAF.PA, SAP, TEL, TSM, UNVR, VRTX active management, AI, Concentration, global, Quality, technology, value
2025 Q3 Oct 7, 2025
1 Main Capital
Yaron Naymark
 View Value, Small Caps, Logistics BFIT.AS, DNTL.TO, IWG.L, KKR, LMB, MBUU, MCFT, RICK, RLGT Capital Allocation, Concentration, cyclicals, fundamentals, Logistics, small caps, value
2025 Q3 Nov 5, 2025 View AI, Value, Semiconductors, Quality AMT, AMZN, APD, AVGO, CMCSA, CVS, DE, GOOGL, HLN.L, INTC, JNJ, MCHP, ORLY, PNC, SRE, TMO, TSM, UNH, USB, WEC AI, healthcare, Outperformance, Quality, semiconductors, technology, Utilities, value
2025 Q3 Oct 15, 2025
Ariel Fund
John W. Rogers
 View Media, Value, Small Caps, Entertainment MANU, MAT, PBH, PSKY, REZI, SPHR consumer, Entertainment, healthcare, Media, small caps, technology, value
2025 Q3 Sep 30, 2025 View Value, Dividends, Resilience 005930.KS, AVGO, AZN, BIRG.I, BNP.PA, C, CME, CSCO, DTE.DE, ELE.MC, ENEL.MI, EOAN.DE, GLEN.L, HD, INGA.AS, MRK, NN.AS, PFE, ROG.SW, T, TSCO.L, TSM, TTE, Z74.SI dividends, financials, global, healthcare, income, Telecom, Utilities, value
2025 Q3 Oct 31, 2025 View Value, Quality MEI Behavioral Finance, Micro Cap, Quality, small cap, value
2025 Q3 Oct 14, 2025 View Value, Japan, Buybacks 3106.T, 3529.T, 6727.T activism, Buybacks, Japan, small caps, value
2025 Q3 Nov 25, 2025
Voss Value Fund
Travis Cocke
 View AI, Value, FinTech, Concentration, Software, Fitness CLBT, EEFT, FIVN, FLYW, NVDA, PLNT, PRKS, XPOF AI, Buybacks, Concentration, Fintech, revenue growth, small caps, software, value
2025 Q3 Oct 21, 2025 View Value, Defense, Community Banks CZBS, ENDI, FIEB, MCBS, PCHM, PDRX, PHIG, PROM, ROYTL, RTX, SLBK, SODI Community Banks, defense, Expert Market, Microcap, OTC, small caps, undervalued, value
2025 Q3 Oct 30, 2025 View Special Situations, Value, Small Caps CLAR, CTT.LS, HKHC, TPB catalysts, concentrated, Quality, small caps, special situations, value
2025 Q3 Sep 30, 2025 View AI, Gold, Value 0001.HK, 005930.KS, 034730.KS, AC.TO, Gold, J36.SI, RIT.L AI, Asia, Discounts, gold, Holding Companies, value
2025 Q3 Oct 15, 2025 View AI, Value, Small Caps AAPL, BFH, MSFT, NBR AI, deep value, earnings, Recovery, small caps, technology, valuation, value
2025 Q3 Oct 27, 2025
13D Activist Fund
Ken Squire
 View Activism, Value, Technology ABG, ALV, APD, BILL, EXEL, KVUE, MIDD, MRCY, PENN, PFGC, PSO.L, QRVO, RIOT, SWX, TRIP, TWLO, VSAT, VSTS, WK, YETI activism, M&A, SMID Cap, technology, value
2025 Q3 Oct 20, 2025 View AI, Value, Gold Royalties, Ag Equipment AFN.TO, AMD, DAVA, EPAM, FNV, NFI.TO, NU, SSL.TO, TFPM, TIXT Agriculture, AI, gold, Quality, royalties, technology, value
2025 Q3 Oct 27, 2025
Focus Capital Management
Mordechai Yavneh
 View Gold, Value BUR.L, KCN.AX, SIMO deep value, gold, Litigation Finance, Mining, semiconductors, technology, value
2025 Q3 Oct 9, 2025 View Value, Cybersecurity, Trade Policy, Commercial Real Estate AIV, AKA, FGF, GCO, HRBR, MAGN, NLOP, UNFI, UNTC, VNTRF, WW cybersecurity, Liquidations, real estate, small caps, special situations, tariffs, value
2025 Q3 Nov 8, 2025
Cullen Value Fund
James Cullen
 View AI, Private Credit, Value, Dividends, Capital Markets AMAT, BAC, BDX, BMY, BWA, C, CI, CMCSA, DIS, JPM, KVUE, LOW, MBGYY, MDLZ, MS, MU, NEE, ORCL, SRE, UNH AI, dividends, financials, growth, healthcare, technology, value
2025 Q3 Oct 15, 2025 View Energy, Value, Buybacks, Alcohol BECLE.MX, CLW, CNX, GHC, GRUMAB.MX, H, KODK, MAT, OSCR, PCH, PK, RYN, TRIP, WEST, WTM Alcohol, Buybacks, energy, FCF, insurance, small cap, Timberland, value
2025 Q3 Oct 28, 2025
Graham & Dodd Fund, LLC
Michael Hutchens
 View AI, Value, Emerging markets, Quality, FinTech AAON, AAP, ANET, AOS, ASTS, CVNA, DLO, FEVR.L, GOOGL, KER.PA, MELI, META, NLB.L, PGR, RKLB, TBCG.L, TSM, WISE.L, WOSG.L, XPEL AI, emerging markets, Investment Analysis, long-term, Portfolio Management, Quality, Student Pitches, Value Investing
2025 Q3 Oct 20, 2025
RS Large Cap Val Strategy
Robert J. Harris
 View Rates, Value, Trade Policy, Refiners ABBV, C, CI, CPAY, CRM, GOOGL, KDP, LKQ, TEVA, VLO Fed, large cap, rates, Refiners, ROIC, small cap, tariffs, value
2025 Q3 Sep 30, 2025 View AI, Value AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA AI, international, Quality, rates, small caps, technology, Valuations, value
2025 Q3 Oct 28, 2025
Alpine Capital
Steinman de Bruyn
 View Value, Earnings - earnings, fundamentals, long-term, P/E Ratios, Quality, valuation, value
2025 Q3 Nov 4, 2025 View Value, Growth, Quality 1211.HK, AMZN, BH, BOL.PA, CACC, CVNA, FRAS.L, GRBK, JDW.L, META, NFLX, NU, NXT.L, PDD, RYA.L, RYM.NZ, SUM.NZ, TSM, WISE.L Compounding, Fintech, global, growth, Owner-Managers, Quality, technology, value
2025 Q3 Oct 16, 2025
Laughing Water Capital
Matthew Sweeney
 View Value, Defense, Homebuilders, Biotechnology, Enterprise Software CLAR, DISH, LFCR, NN, PAR, T, THRY, VTY.L concentrated, fundamentals, Patience, Private Market, small caps, undervalued, value
2025 Q3 Dec 5, 2025
Desert Lion Capital
Rudi van Niekerk
 View Value, Dividends, Buybacks ACS.JO, ARA.JO, ART.JO, HCI.JO, IOC.JO, KRO.JO, LEW.JO, SDO.JO, SOL.JO Buybacks, dividends, Industrial, JSE, real estate, small caps, South Africa, value
2025 Q3 Oct 28, 2025 View Value, Quality - inflation, Quality, rates, ROE, small caps, value
2025 Q3 Oct 14, 2025 View Value, Buybacks CBRE, CRM, FISV, GOOGL, JLL, KMX, MEDP, SEE, UNH Buybacks, consumer discretionary, financials, healthcare, technology, value
2025 Q3 Oct 31, 2025
Latitude Global Fund
Freddie Lait
 View Value, Dividends, Capital Markets, Buybacks, Medical Distribution, Auto Aftermarket AMZN, AZO, COR, COST, DG.PA, FOUG.PA, GOOGL, IBKR, JPM, KR, MCK, NFLX, RYA.L, SONY, SPOT, TGT, WMT Buybacks, dividends, Europe, financials, healthcare, industrials, technology, value
2025 Q3 Oct 21, 2025
Plural Investing
Chris Waller
 View Value, Real Estate, Buybacks, Travel GLIB.A, JDG.L, JET2.L, SEG, WOSG.L Buybacks, Europe, real estate, small caps, spinoffs, Telecom, Travel, value
2025 Q3 Oct 28, 2025 View Value, Quality AIG, APA, C, CMCSA, ELV, ERIC, FFIV, GEHC, GM, GOOGL, WBD, WDAY, WPP.L energy, financials, large cap, Quality, technology, value
2025 Q3 Oct 9, 2025 View Gold, Value, Small Caps, Japan 4194.T, 5038.T, BVS.AX, CAT.AX, CCL.AX, CLH, CRH, CTD.AX, FI, FIX, HPG.AX, IEL.AX, INCH.L, INGA.AS, LLOY.L, MTX.DE, NUTX, PPE.AX, TSCO.L, ZEG.L Australia, Discipline, gold, Japan, small caps, value
2025 Q3 Nov 4, 2025 View Value, Credit Stress, Regional Banks AX, BNP.PA, C, CG, FCNCA, FFBC, GLE.PA, HOOD, HOUS, SLM Banking, Credit quality, financials, Long/Short, Regional Banks, value
2025 Q3 Oct 16, 2025 View Gold, Rates, Value - Fed, gold, inflation, international, rates, Treasuries, value

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