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Quality Investing
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Bahl & Gaynor Investment Nick Puncer
|
View | Growth, Quality Investing, AI Spending | - | Artificial Intelligence, dividends, income, Quality, risk management |
| 2025 Q3 | Oct 14, 2025 |
Vulcan Value Partners – Large Cap C.T. Fitzpatrick
|
View | Quality Investing, Buybacks | CBRE, FI, GOOG, KMX, MEDP | Buybacks, fundamentals, Quality, tariffs, value |
| 2025 Q3 | Oct 14, 2025 |
Bell Global Equities Fund Ned Bell
|
View | Technology, Quality Investing, Market Rotation | 3064 JP, ASML | AI, Global Equities, Quality, technology, valuation |
| 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 |
Harding Loevner International Equity Maria Lernerman
|
View | Financials, Quality Investing, Growth Stocks | 2413 JP, CATL, NESN SW, TSM | financials, growth, healthcare, Quality, technology |
| 2025 Q3 | Oct 14, 2025 |
Madison Mid Cap Fund Rich Eisinger
|
View | Quality Investing | BRO, GCI, IT | Artificial Intelligence, Mid Caps, momentum, Quality, tariffs |
| 2025 Q3 | Oct 14, 2025 |
FMI Large Cap Equity Jonathan T. Bloom
|
View | AI, Quality Investing | BDX | Artificial Intelligence, Defensive Investing, Mega Caps, Quality, valuation |