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Industrial Recovery
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
FMI Small Cap Equity Jonathan T. Bloom
|
View | Valuation, Small Caps, Industrial Recovery | OMF | financials, industrials, inflation, small caps, valuation |
| 2025 Q3 | Oct 15, 2025 |
Royce Investment Partners Small Cap Francis Gannon
|
View | Small Caps, Infrastructure, Industrial Recovery | - | Artificial Intelligence, industrials, Manufacturing, reindustrialization, small caps |
| 2025 Q3 | Oct 14, 2025 |
Madison Investors Fund Rich Eisinger
|
View | AI, Quality Investing, Industrial Recovery | BN, FI, IT, LBRDK, MSCI | Artificial Intelligence, Financial Technology, industrials, Quality, retail |
| 2025 Q3 | Oct 14, 2025 |
Madison Small Cap Fund Faraz Farzam
|
View | AI, Small Caps, Industrial Recovery | CIEN, CRL, CSL, EXP, GMS, HXL, SAIA, SHAK, SMPL | aerospace, Artificial Intelligence, Construction, industrials, small caps |