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Earnings
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 6, 2026 |
Westfield Capital Management Rich Lee
|
View | AI, Small Caps, Earnings | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | AI, Breadth, cyclicals, earnings, Fed, small caps, technology, Valuations |
| 2025 Q4 | Jan 5, 2026 |
The Compounding Tortoise Mark Leonard
|
View | Quality, Earnings | BRO, HEI, TJX, TVK.TO | earnings, growth, long-term, Quality, Roiic, value |
| 2025 Q4 | Jan 19, 2026 |
Carillon Eagle Growth & Income Fund David Blount
|
View | AI, Semiconductors, Earnings, Capital Markets | ADI, AVGO, AZN, DUK, ETN, GS, HD, JPM, KO, LRCX, MCD, MSFT, ORCL, PG, PNC, RTX, TMUS | AI, Capital markets, earnings, growth, large cap, semiconductors, technology |
| 2025 Q4 | Jan 12, 2026 |
Hood River Capital – Small Cap Growth Fund Brian Smoluch
|
View | AI, Small Caps, Earnings | - | AI, earnings, growth, small caps, stock selection, technology, Valuations |
| 2025 Q4 | Jan 18, 2026 |
Mairs & Power – Balanced Fund Robert W. Thompson
|
View | AI, Rates, Earnings | AMZN, CASY, ENTG, FI, GOOG, HD, HON, HRL, JPM, LLY, MSI, NEOG, PFG, RHHBY, ROK, TECH, TGT, TRV, TXN, UNH, USB, WEC, WFC | AI, Balanced, earnings, financials, healthcare, rates, technology |
| 2025 Q4 | Feb 17, 2026 |
Cullen Small Cap Value Fund James Cullen
|
View | Rates, Value, Small Caps, Earnings | CTRA, CUZ, DOUG, EFSC, HIW, HP, JBSS, LDI, NMRK, POR, SSB, TREE | earnings, energy, financials, rates, small caps, Utilities, value |
| 2025 Q4 | Jan 12, 2026 |
Hood River Capital – New Opportunities Fund Brian Smoluch
|
View | AI, Small Caps, Earnings | - | AI, earnings, growth, Outperformance, small caps, stock selection, technology, Valuations |
| 2025 Q4 | Jan 21, 2026 |
Ophir Asset Management Andrew Mitchell
|
View | Small Caps, Earnings | AAPL, GOOGL, META, MSFT, NVDA | earnings, global, Outperformance, small caps, stock picking, technology |
| 2025 Q4 | Jan 28, 2026 |
Grandeur Peak Emerging Markets Opportunities Fund Juliette Douglas
|
View | Value, Quality, Small Caps, Earnings | - | earnings, emerging markets, Foreign, growth, Quality, small caps, SMID, value |
| 2025 Q4 | Jan 15, 2026 |
Anchor Capital Advisors William P. Rice
|
View | AI, Earnings, Trade Policy, Infrastructure Spending, Defense Spending | - | AI, defense, earnings, equities, global, infrastructure, monetary policy, Trade Policy |
| 2025 Q4 | Jan 13, 2026 |
Frontaura Global Frontier Nick Padgett
|
View | Value, Dividends, Earnings, Dollar | - | Colombia, dividends, Dollar, earnings, emerging markets, frontier markets, Geopolitical, value |
| 2025 Q4 | Jan 14, 2026 |
HORAN Capital Advisors David I. Templeton
|
View | AI, Earnings, Dollar | ACWX, EEM, EFA, GOOGL, META, NFLX, SPY | AI, consumer, Dollar, earnings, Fed policy, international, technology |
| 2025 Q3 | Oct 9, 2025 |
Heartland Value Plus Fund Bradford Evans
|
View | Dividends, Valuation, Small Caps, Earnings, Self-Help | BRC, MTRN, PBH, PHIN | Buybacks, dividends, earnings growth, small caps, valuation |
| 2025 Q2 | Jun 30, 2025 |
FMI Large Cap Equity Jonathan T. Bloom
|
View | Earnings | MAS | cash flows, Discipline, earnings, fundamentals, Pricing Power |
| 2024 Q1 | Apr 2, 2024 |
WestEnd Capital George Bolton
|
View | AI, Earnings, Selectivity | AXP, BA, NVDA, TSM | Artificial Intelligence, Data centers, earnings momentum, quality growth, Semiconductor Growth |