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Momentum
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 8, 2026 |
SGA – Global Growth HRISHIKESH (HK) GUPTA
|
View | AI, Quality, Momentum | 1299.HK, 9983.T, ADYEN.AS, ALC, AMZN, AON, ARM, AVGO, BABA, CMG, CP, CRM, DHR, EXPN.L, GOOGL, HDB, INFY, INTU, IT, MELI, META, MSFT, NFLX, NOW, NVDA, SAP, SE, SNPS, SPGI, STE, TSM, UMG.AS, UNH, V, WM | AI, cyclicals, global, growth, Quality, valuation |
| 2025 Q4 | Jan 8, 2026 |
Oakmark Fund William C. Nygren
|
View | Value, Momentum | - | Concentration, diversification, large cap, momentum, risk, technology, 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 | 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 20, 2026 | View | AI, Gold, Quality, Momentum | 0005.HK, 0700.HK, AAPL, BHP.AX, BP.L, GSK, HSBA.L, LLY, MARS, MC.PA, MKC, MSFT, NESN.SW, OR.PA, PAN, SANOFI, SAP.DE, SHOP.TO, VOW3.DE, WEED.TO | AI, Consumer Staples, gold, growth, international, momentum, Quality, small cap | |
| 2025 Q4 | Jan 15, 2026 |
Pzena Investment Management Daniel L. Babkes
|
View | Value, Momentum, SPACs | - | EAFE, emerging markets, global, momentum, Speculation, valuation, value |
| 2025 Q4 | Jan 20, 2026 |
Harding Loevner Global Small Companies Christopher Mack
|
View | AI, Gold, Quality, Momentum | AAPL, ADBE, AMD, AMZN, AVGO, CRM, CSCO, GOOGL, IBM, INTC, META, MSFT, NFLX, NOW, NVDA, ORCL, PYPL, QCOM, TSLA, TXN | global, healthcare, momentum, Quality, small caps, technology, value |
| 2025 Q4 | Jan 18, 2026 |
Davenport Core Leaders Fund George L. Smith III
|
View | AI, Diversification, Quality, Momentum | AAPL, ACN, ADBE, AMZN, AVGO, CTAS, EOG, GOOG, ISRG, META, MRVL, MSFT, NOW, NVDA, ROK, SPOT, UBER, UNH, UNP, VRTX | AI, diversification, large cap, Quality, risk management, technology, value |
| 2025 Q4 | Feb 8, 2026 |
SGA – U.S. Large Cap Growth Tucker Brown
|
View | AI, Semiconductors, Quality, Momentum | AAPL, AMZN, ARM, AVGO, AXP, COO, CRM, DHR, GOOGL, GWW, INTU, META, MSFT, NFLX, NKE, NOW, SPGI, V, WM, YUM | AI, growth, large cap, momentum, Quality, semiconductors, valuation |
| 2025 Q4 | Jan 6, 2026 |
PivotalPath Jonathan Caplis
|
View | AI, Rates, Energy Transition, Momentum, Liquidity, Biotechnology | AGG, AVGO, CWB, HYG, IBB, LQD, ORCL, XBI, XLE, XLF, XLK, XLU, XLV, XLY | AI, Crowding, Fed policy, Hedge Funds, liquidity, Long/Short, Macro, Multi-Strat |
| 2025 Q4 | Jan 18, 2026 |
Minot Light Capital Partners Tom Wetherald
|
View | Small Caps, Momentum, Volatility | ARQ, CBLL, CLPT, CURV, KRMD, LAKE, LUCD, MAMA, MRVI, NEOG, OM, OWLT, REAL, RXST, RZLT, SWAG, XOMA | Biotech, growth, momentum, Process, small caps, value, volatility |
| 2025 Q3 | Oct 2, 2025 |
Rodrigo Benedetti Rodrigo Benedetti
|
View | AI, Momentum, Shorting | - | AI, DataCenters, Factor Rotation, Gold Miners, Short Interest |
| 2025 Q3 | Oct 1, 2025 |
Oak Ridge Investments, LLC David M. Klaskin
|
View | Momentum | - | dispersion, growth, megacaps, momentum, Quality |
| 2025 Q2 | Jun 30, 2025 |
Invenomic Fund Ali Motamed
|
View | Momentum | - | factor crowding, Leverage, Mean reversion, momentum, retail flows |
| 2024 Q4 | Feb 16, 2025 |
Federated Hermes Jonathan Pines
|
View | Valuation, Momentum, Passive Flows | - | active management, Asia Ex Japan, Momentum Investing, Passive flows, Valuation Divergence |