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Quality
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 15, 2026 |
Liontrust GF Special Situations Fund Anthony Cross
|
View | Value, Quality | AJB.L, COA.L, DGE.L, NXT.L | compounders, Quality, rates, small caps, Uk, value |
| 2025 Q4 | Feb 17, 2026 |
AMG GW&K Small Cap Core Fund Daniel L. Miller
|
View | AI, Quality, Small Caps, Trade Policy | AEIS, AGIO, CIFR, CSWI, CVLT, DAVA, DSGX, FLYW, GMED, HUT, INTA, ITT, MTSI, PAR, QBTS, RARE, RBC, SATS, SF, SKY, SLG, SPXC, STRL, SUPN, THR, VIAV, WULF | healthcare, industrials, materials, Quality, small caps, technology, Trade Policy, value |
| 2025 Q4 | Jan 13, 2026 |
FAM Dividend Focus Fund John Fox
|
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 18, 2026 |
Vulcan Value Partners – Focus Plus C.T. Fitzpatrick
|
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 | 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 |
Compound Everyday Capital Management LLP Sumit Sarda
|
View | AI, Value, Quality | - | AI, Competitive Advantage, India, long-term, Portfolio Management, Quality, value |
| 2025 Q4 | Jan 20, 2026 |
Madison Large Cap Fund Rich Eisinger
|
View | AI, Automation, Quality | A, ACGL, ADI, AMZN, BN, CDW, CPRT, DHR, FERG, FI, GOOGL, HON, KEYS, LOW, NKE, PCAR, PGR, PH, TXN, WDAY | AI, Automation, financials, industrials, large cap, Quality, technology, value |
| 2025 Q4 | Jan 31, 2026 |
Touchstone Balanced Fund Daniel J. Carter
|
View | Quality, Rates | AMAT, GOOGL, RTX | asset allocation, Balanced, Equity, fixed income, Quality, rates |
| 2025 Q4 | Jan 21, 2026 |
The London Company Income Equity Brian Campbell
|
View | AI, Dividends, Quality, Data Centers | BLK, CMI, CSCO, FAST, GLW, NTDOY | Defensive, dividends, income, large cap, Quality, value |
| 2025 Q4 | Jan 13, 2026 |
Generation IM Global Equity Fund Miguel Nogales
|
View | AI, Energy Transition, Quality, Payments, E-commerce | ADYEY, AMZN, ASML, CRM, CSL, DHR, GOOGL, LEGN.PA, MCO, MELI, MSCI, MSFT, SIK.SW, SNPS, SPOT, SU.PA, TMO, TSM, VWS.CO, WDAY | AI, Energy Transition, global, long-term, Quality, sustainability, technology, valuation |
| 2025 Q4 | Jan 21, 2026 |
NCG Micro Cap Growth Strategy Tom Press
|
View | Quality, Small Caps, Biotechnology | AAOI, AGX, AII.TO, ALKT, AMPX, AMSC, ATEC, AVPT, AXGN, BLND, INOD, INTA, PHAT, PL, PSNL, TATT, TCMD, UAMY, UTI | active management, Biotechnology, growth, Microcap, Quality, small caps, underperformance |
| 2025 Q4 | Dec 31, 2025 |
Royal London Global Equity Diversified Fund Paul Schofield
|
View | AI, Defense, Semiconductors, Quality, GLP1 | 7741.T, AAPL, AMZN, AVGO, BHP.AX, BRO, CPRT, GOOGL, HEIA.L, ITW, JPM, LLOY.L, LLY, LW, META, MSFT, MU, NVDA, RACE, V | AI, defense, Global Equity, healthcare, Quality, semiconductors, technology, Valuations |
| 2025 Q4 | Jan 14, 2026 |
Wedgewood Partners David A. Rolfe
|
View | AI, Cloud, Valuation, Semiconductors, Quality | AAPL, AMZN, BKNG, CB, CDW, CPRT, EW, GOOGL, META, MSI, ODFL, ORLY, POOL, PYPL, SPGI, TSCO, TSM, UNH, URI, V | AI, growth, large cap, Portfolio Management, Quality, technology, valuation |
| 2025 Q4 | Jan 18, 2026 |
Conestoga Small Cap Composite Joe Monahan
|
View | Quality, Small Caps, Technology, Trade Policy, Credit Stress | AAON, AZTA, BMI, CWAN, DGII, DSGX, FSV, KRMN, LMAT, NGEN, NOVT, RBC, RGEN, ROAD, SPSC, STVN, TREX, TRNS, VCEL, VERX | Biotechnology, credit, Performance, Quality, small caps, tariffs, volatility |
| 2025 Q4 | Feb 10, 2026 |
FPA New Income Fund Abhijeet Patwardhan
|
View | Rates, Quality, Credit Stress | - | credit, duration, Fed policy, fixed income, Quality, Spreads |
| 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 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 27, 2026 |
Polen Capital – International Growth Todd Morris
|
View | AI, Quality, Gaming, E-commerce, Semiconductor Cycle | 0700.HK, 7974.T, 8035.T, ASML, BABA, LONN.SW, MELI, MNDY, SAP, SHL.DE, SHOP, TEP.PA | AI, E-Commerce, gaming, growth, international, Quality, semiconductors, underperformance |
| 2025 Q4 | Jan 7, 2026 |
ByteTree Asset Management Charlie Morris
|
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 22, 2026 |
Jensen Investment Allen T. Bond
|
View | AI, Semiconductors, Quality, Market Concentration | AAPL, ACN, AMZN, APH, AVGO, BRK.B, CPRT, GOOGL, JPM, KLAC, LLY, META, MMC, MSFT, MU, NVDA, STX, TSLA, WDC, WM | AI, growth, large cap, Market Concentration, Quality, semiconductors, technology |
| 2025 Q4 | Mar 13, 2026 |
Baumann Capital Benedikt Baumann
|
View | AI, Quality, Industrial Gases, Home Health | AHT.L, AI.PA, LIN, SOL.MI, WIT.MI | AI, Europe, healthcare, Home Health, Industrial Gases, infrastructure, Quality |
| 2025 Q4 | Jan 20, 2026 |
Appalaches Capital Jake Keys
|
View | Value, Quality | ACGL, ASML, AZO, EXP, GOOGL, PGR, PM, VMC | alpha, Concentration, large cap, long-term, Patience, Quality, value |
| 2025 Q4 | Jan 23, 2026 |
Bell Global Equities Fund Ned Bell
|
View | AI, Quality | 3064.T, 6098.T, 8697.T, AAPL, ACN, AMZN, AUTO.L, AVGO, BOOT, GOOGL, GWW, JPM, LPLA, META, MSFT, NVDA, ODFL, SAP.DE, SNPS, TSCO, V | financials, Global Equities, industrials, QARP, Quality, technology |
| 2025 Q4 | Jan 21, 2026 |
Polen Capital – Global Growth Damon Ficklin
|
View | AI, Quality, Gaming, Streaming | 0700.HK, ADBE, AMZN, BSX, CSGP, GOOGL, ICLR, LLY, MELI, NVDA, OR.PA, ORCL, PAYC, SGE.L, SHL.DE, SHOP, SPOT, TSM, WDAY, WTW | AI, global, growth, Quality, software, technology |
| 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 13, 2026 | View | AI, Quality | ADI, AJG, APH, AZO, BAM, BR, BRK-B, BRO, FAST, HEI, IEX, KEYS, MKL, MLM, PGR, ROST, SYK, TT, VMC, ZBRA | AI, fundamentals, mid cap, Quality, Speculation, value | |
| 2025 Q4 | Jan 18, 2026 |
Distillate Capital Fundamental Stability & Value Thomas Cole
|
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 8, 2026 |
SGA – International Growth Tucker Brown
|
View | AI, Quality, E-commerce | 1299.HK, 6098.T, 9983.T, ADYEN.AS, ALC, AON, ARM, BABA, CP, DSY.PA, EXPN.L, FEMSAUBD.MX, GALD, GRAB, HDFCBANK.NS, HEIA.AS, HLN.L, INFY, LIN, MELI, OR.PA, SAP, SE, SGE.L, SHOP, SRT3.DE, STE, TEAM, TSM, UL, UMG.AS, WALMEX.MX, WCN, YUMC | AI, Cyclical, E-Commerce, growth, international, Quality, Southeast Asia, valuation |
| 2025 Q4 | Jan 9, 2026 |
VT Castlebay UK Equity Fund David Ridland
|
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 |
Madison Mid Cap Fund Rich Eisinger
|
View | AI, Quality | ACGL, ANET, AOS, APH, BRO, CDW, EXPD, FND, LBRDA, MCHP, MKSI, MSA, PCAR, ROST, TDY, TECH, TREX, TTAN, WAT, WRB | AI, financials, industrials, mid cap, Quality, 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 Q4 | Jan 21, 2026 |
The London Company Large Cap Brian Campbell
|
View | Value, Dividends, Quality | BLK, CB, FDX, FI, GOOG, NEU, NSC, RSG | dividends, financials, healthcare, large cap, Quality, technology, value |
| 2025 Q4 | Jan 26, 2026 |
Brown Advisors Global Leaders Strategy Mick Dillon
|
View | AI, Quality, Data | ADBE, ALLE, ASML, AZO, EFX, EXPN.L, GE, GOOG, ILMN, LSEG.L, MA, MRVL, MSFT, ROG.SW, RTO.L, TSM, V, WDAY, WKL.AS, ZTS | AI, Data, global, infrastructure, Quality, technology |
| 2025 Q4 | Jan 21, 2026 |
NCG Small Cap Growth Strategy Tom Press
|
View | AI, Quality, Nuclear, Biotechnology | ADPT, ATEC, AVPT, AXGN, BETA, BLND, CCB, CELH, COHR, ELF, KNX, KVYO, MTSI, PCOR, PEGA, PI, PRCH, QTWO, TOL, TTAN, UTI, WAL, WULF | active management, growth, healthcare, industrials, Outperformance, Quality, small caps, technology |
| 2025 Q4 | Mar 1, 2026 |
Berkshire Hathaway Todd Combs
|
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 14, 2026 |
Spheria Global Opportunities Fund Marcus Burns
|
View | Quality, Small Caps | ACLR.SW, CARG, EXPD, HEM.ST, ITRK.L, JKHY, PAYC, RMV.L, SPNS, YETI | financials, global, industrials, Quality, small caps, technology |
| 2025 Q4 | Jan 18, 2026 |
Conestoga SMid Cap Composite Derek Johnston
|
View | Defense, Quality, Small Caps, Technology | AAON, AZTA, BCPC, BLFS, BMI, BSY, BWMN, COCO, CPRT, CSGP, CSW, CWAN, CWST, CYX, DGII, DSGX, ELVA, ESE, FSV, GNRC, GWRE, HEI.A, IDXX, IIIV, IRMD, IT, JKHY, KRMN, LMAT, MAMA, MEG, MLAB, MMSI, NGEN, NOVT, ODD, OLO, PHR, PL, PLMR, POOL, QTWO, RBC, RGEN, ROAD, ROL, ROP, SPSC, SSTI, STVN, TKNO, TREX, TRNS, TYL, UTI, VCEL, VEEV, VERX, VRSK, WCN, WLDN, WSO, WST | Biotechnology, defense, growth, industrials, Quality, small caps, technology |
| 2025 Q4 | Jan 11, 2026 |
FMI Large Cap Equity Jonathan T. Bloom
|
View | AI, Quality, Small Caps | ACN, CAT, HAYW, JPM, MSFT, NVDA, SMIN.L, UNP | AI, Bubble, capital intensity, Quality, small caps, technology, value |
| 2025 Q4 | Jan 19, 2026 |
Forager Australian Shares Fund Steve Johnson
|
View | AI, Quality, Small Caps, Travel, Mining Services | ARX.AX, BVS.AX, CAT.AX, CCL.AX, CRH, EML.AX, FISV, FIX, IEL.AX, INCH.L, INGA.AS, LNR.TO, MAH.AX, NUTX, NXT, NZX.NZ, OFX.AX, PLT.AX, PPS.AX, WISE.L, ZEG.L | Australia, dispersion, Mining, Quality, small caps, technology, Tourism, value |
| 2025 Q4 | Feb 5, 2026 |
Northern International Equity Fund Mark Sodergren
|
View | AI, Value, Quality | - | AI, financials, international, materials, Quality, 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 26, 2026 |
Mobius Capital Partners Carlos Hardenberg
|
View | AI, Semiconductors, Quality, E-commerce, Travel | EPAM, KARO, MELI, MMYT, TCOM | active management, Asia, emerging markets, mid cap, Quality, Recovery, technology, underperformance |
| 2025 Q4 | Jan 22, 2026 |
Wasatch Micro Cap Fund Ken Korngiebel
|
View | Quality, Biotechnology | ADUS, AXGN, BLZE, CLMB, COCO, CSTL, ESQR, EZPW, MAMA, RDVT, SXI, TATT, VECO, VITL | Biotechnology, growth, healthcare, Microcap, profitability, Quality, underperformance |
| 2025 Q4 | Jan 20, 2026 |
Fairlight Global Small & Mid Cap Fund Nicholas Cregan
|
View | AI, Healthcare, Quality | CPRT, DPLM.L, FDS, G24.DE, HLMA.L, IDXX, IT, MEDP, REC.MI, ULTA | AI, global, healthcare, Quality, small caps, technology, underperformance |
| 2025 Q4 | Jan 23, 2026 |
Aoris International Fund Stephen Arnold
|
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 22, 2026 |
GCQ Flagship Fund Doug Tynan
|
View | AI, Quality, Sweden | CFR.SW, FICO, GOOGL, HEMN.ST, MC.PA, NFLX | AI, Monopolies, Quality, real estate, Sweden, value |
| 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 14, 2026 |
L1 Capital International Fund David Steinthal
|
View | AI, Quality, Trade Down | AER, AMZN, BKNG, CRH, CRM, DHR, GOOGL, HCA, ICE, INTU, J, LSEG.L, MA, MSFT, TSM, UBER, UNH, V | AI, consumer, Global Equities, Macro, Quality, technology, valuation |
| 2025 Q4 | Jan 18, 2026 |
Distillate Capital International Thomas Cole
|
View | Valuation, Quality, International | 005930.KS, 066570.KS, 1024.HK, 2319.HK, 2618.HK, 267270.KS, 601600.SS, 6594.T, 9618.HK, AEM, AUTO.L, BATS.L, CX, FMX, GIB.TO, MC.PA, RHHBY, RIO.AX | cash flow, fundamentals, international, Quality, valuation, value |
| 2025 Q4 | Feb 8, 2026 |
SGA – Emerging Markets Growth HRISHIKESH (HK) GUPTA
|
View | AI, Private Credit, Quality, E-commerce, Semiconductor Cycle | 035420.KS, 0700.HK, 1299.HK, 1398.HK, 9983.T, BABA, BJFN, CPALL.BK, CPI.JO, FEMSA, GRAB, HDFCBANK.NS, HTHT, INFY, MELI, MMYT, OR.PA, SE, SLM.JO, TCS.NS, TME, TOTS3.SA, TSM, UL, WALMEX.MX, XP, YUMC | AI, Cyclical, E-Commerce, emerging markets, Quality, semiconductors, valuation |
| 2025 Q4 | Jan 3, 2026 |
Torre Financial Federico Torre
|
View | AI, Quality, GLP1 | ADBE, AMZN, ANET, ASML, CRM, FDS, GOOGL, LLY, META, MSFT, NVDA, PYPL, TSM, UBER, UNH | AI, competition, growth, healthcare, Quality, technology, value |
| 2025 Q4 | Jan 20, 2026 |
Madison Dividend Income Fund John Brown
|
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 | Jan 20, 2026 |
OAM Asian Recovery Fund Desmond Kinch
|
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 | Jan 21, 2026 |
The London Company Small Cap Brian Campbell
|
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 5, 2026 | View | Quality | - | alpha, CashFlow, Insider, Quality, risk management | |
| 2025 Q4 | Jan 27, 2026 |
Giverny Capital Asset Management David M. Poppe
|
View | AI, Quality, Small Caps | ALGN, ANET, CACC, CSU.TO, FERG, FI, GOOGL, HEI, HWKN, IBP, JPM, KGIC, KMX, MA, MEDP, META, SCHW, TSM, TWFG, WSO | AI, HVAC, insurance, Quality, small caps, technology, value |
| 2025 Q4 | Jan 21, 2026 |
NCG SMID Cap Growth Strategy Tom Press
|
View | Quality, Small Caps, Biotechnology | ADPT, AII.TO, ATEC, AXGN, BETA, BLND, CELH, COHR, ELF, INOD, KVYO, MTSI, PCOR, PEGA, PHAT, PI, QTWO, TOL, TTAN, UAMY, UTI, WULF | Biotechnology, growth, healthcare, Quality, small caps, technology |
| 2025 Q4 | Mar 1, 2026 |
Baron Growth Fund Ron Baron
|
View | AI, Quality, Small Caps | ACGL, CHH, CNS, CSGP, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IT, KNSL, MC, MORN, MSCI, MTD, MTN, NEOG, PRI, RRR, TECH | AI, financials, growth, Quality, small caps, underperformance, valuation |
| 2025 Q4 | Jan 14, 2026 |
Riverwater Micro Opportunities Strategy Adam Peck
|
View | AI, Rates, Quality, Nuclear, Technology | AVD, AVID, CLMB, FSBC, IRMD, LEU, LMNR, MAMA, MEC, NCMI, NGS, PLOW, PWP, UROY | AI, Biotechnology, fundamentals, Microcap, nuclear, Quality, rates, value |
| 2025 Q4 | Jan 15, 2026 |
Baillie Gifford -International All Cap Alex Summers
|
View | AI, Semiconductors, Quality, Luxury | 005930.KS, 3317.T, 4519.T, 6869.T, 8035.T, ASML, AUTO.L, DSV.CO, EXO.MI, GAW.L, MC.PA, MELI, NMET.DE, RMV.L, ROG.SW, TSM | AI, growth, healthcare, international, Luxury, Quality, semiconductors, technology |
| 2025 Q4 | Jan 11, 2026 |
FMI Small Cap Equity Jonathan T. Bloom
|
View | AI, Quality, Small Caps | ACN, CAT, HAYW, JPM, MSFT, NVDA, SMIN.L, UNP | AI, Bubble, capital intensity, Quality, small caps, technology, value |
| 2025 Q4 | Jan 19, 2026 |
Forager International Shares Fund Steve Johnson
|
View | AI, Quality, Technology, Travel | AUTO.L, BKNG, CRH, CRM, FISV, FIX, FLUT, G24.DE, INCH.L, INGA.AS, IT, LNR.TO, NUTX, NXT, PSI.TO, REA.AX, SES.MI, WISE.L, XRO.AX, ZEG.L | AI, global, Quality, small caps, technology, Travel, value |
| 2025 Q4 | Feb 5, 2026 |
Northern Large Cap Value Fund Mark Sodergren
|
View | Value, Quality | - | healthcare, large cap, Pharmaceuticals, Quality, value |
| 2025 Q4 | Dec 31, 2025 |
Guinness Global Innovators Matthew Page
|
View | AI, Rates, Semiconductors, Inflation, Quality | 2020.HK, ABB, AMAT, APH, AVGO, CRM, DHR, GOOGL, ICE, LRCX, MDT, META, NFLX, NVDA, ORCL, SHL.DE, TMO | AI, global, inflation, innovation, monetary policy, Quality, semiconductors, technology |
| 2025 Q4 | Jan 20, 2026 |
Sawgrass Asset Management – Small Cap Quality Growth Dean McQuiddy
|
View | Quality, Small Caps, Risk Appetite | AORT, BTSG, CRVL, CVLT, IRMD, PRGS, SANM, SNEX, WLDN | growth, healthcare, industrials, Quality, small caps, technology, value |
| 2025 Q4 | Jan 29, 2026 |
Ashva Capital Management Ankur Shah
|
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 22, 2026 |
Wasatch Small Cap Growth Strategy JB Taylor
|
View | AI, Quality, Technology | FN, FOUR, FROG, RBC, TREX, VITL | AI, Biotechnology, growth, healthcare, Quality, small cap, technology, value |
| 2025 Q4 | Mar 17, 2026 |
Headwaters Capital Management, LLC Christopher Godfrey
|
View | AI, Quality, Small Caps | - | active management, AI, Concentration, Quality, small caps, valuation |
| 2025 Q4 | Jan 23, 2026 |
American Century Equity Income Fund Kevin Toney
|
View | Healthcare, Dividends, Quality | BDX, EPD, GOOGL, JNJ, JPM, MCD, MCHP, MDLZ, MDT, MMC, MU, NSC, PEP, PNC, RHHBY, SYY, TFC, UL | Consumer Staples, dividends, financials, healthcare, Quality, value |
| 2025 Q4 | Jan 21, 2026 |
VT Holland Advisors Equity Fund Andrew Hollingworth
|
View | AI, Quality, E-commerce | AMZN, JD2.L, META, NU, TSM, WISE.L | AI, Compounding, global, long-term, Owner Managers, Quality |
| 2025 Q4 | Jan 28, 2026 |
Grandeur Peak Global Advisors, LLC Todd Matheny
|
View | Value, Quality, Small Caps | - | earnings growth, Foreign, Quality, small caps, SMID, value |
| 2025 Q4 | Jan 14, 2026 |
Langdon Global Smaller Companies Greg Dean
|
View | Quality, Small Caps, Luxury | BUR.L, CSWI, WOSG.L, YETI | Concentration, consumer, global, Luxury, Quality, small caps, value, volatility |
| 2025 Q4 | Jan 18, 2026 |
Distillate Capital Small/Mid Cap Quality & Value Thomas Cole
|
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 | Feb 10, 2026 |
Wasatch Global Select Strategy Mick Rasmussen
|
View | AI, Quality | FOUR, RBC, TREX | fundamentals, global, Japan, Quality, small caps, technology, underperformance, Valuations |
| 2025 Q4 | Jan 8, 2026 |
Oakmark International Fund David G. Herro
|
View | Value, Quality, Japan, South Korea | - | ETFs, Europe, international, Japan, Korea, Quality, value |
| 2025 Q4 | Jan 12, 2026 | View | AI, Quality, Small Caps, Technology | META, NFLX | AI, Biotech, growth, healthcare, Quality, small caps, technology, value | |
| 2025 Q4 | Jan 30, 2026 |
BBH Select Series – Mid Cap Fund Tim Harris
|
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 23, 2026 |
Bell Global Emerging Companies Fund Ned Bell
|
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 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 27, 2026 |
Diamond Hill Large Cap Strategy Chuck Bath
|
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 21, 2026 |
Meridian Growth Fund Chad Meade
|
View | Healthcare, Quality, Small Caps | ABT, CERT, CHDN, COO, DOCS, DT, EXAS, GFS, GMED, RELY, SAIC, TNDM, TPB, TRMB, VCYT | growth, healthcare, Medical Devices, Quality, small caps, technology |
| 2025 Q4 | Mar 2, 2026 |
TYME Advisors Taylor Herzog
|
View | Gold, Quality, Capital Markets, Defense Spending, Gold Royalties | AAPL, AVAV, AVGO, BA.L, CBOE, FNV, GOOGL, MRK, NDAQ, NVDA, PLTR, RHM.DE, RTX, TPG, WPM | Alternatives, defense, Exchanges, gold, Japan, Long/Short, Quality, royalties |
| 2025 Q4 | Jan 14, 2026 |
Riverwater Sustainable Value Strategy Adam Peck
|
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 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 16, 2026 |
MGTS Downing Active Defined Return Assets Fund Simon Evan-Cook
|
View | Quality | GAW.L, JDW.L, NXT.L, SUS.L | management, Quality, retail, United Kingdom, value |
| 2025 Q4 | Jan 12, 2026 |
Akre Focus Fund John Neff
|
View | AI, Quality, ETFs | ABNB, BN, CCC, CSGP, CSU.TO, FICO, GOOGL, KKR, MA, MC.PA, MCO, MSFT, NVDA, ORLY, ROP, TOI.TO, V | AI, Concentration, ETF, Quality, software, value |
| 2025 Q4 | Jan 15, 2026 |
Canopy Global Small & Mid Cap Fund Jack McManus
|
View | AI, Quality, Japan, Software | 4194.T, ASSA-B.ST, AUTO.L, AZEK, JHX, MEDP, MONC.MI, NEM, PTC, TREX, TW | AI, Enterprise Software, global, Japan, Quality, SMID Cap, valuation |
| 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 9, 2026 |
Fundsmith Equity Fund Terry Smith
|
View | AI, Quality, GLP1, ETFs | AAPL, ADP, AMZN, BF-B, CHD, COLPF, EL.PA, FTNT, GOOGL, IDXX, INTU, META, MSFT, NVDA, NVO, PEP, PM, TSLA, WKL.AS, ZTS | AI, Concentration, Index Funds, Performance, Quality, technology, valuation |
| 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 | Jan 31, 2026 |
YCG, LLC Brian Yacktman
|
View | Quality, Social Media, Industrial Gases, Space | AAPL, CPRT, GOOGL, LIN, META, TDG, VRSK | aerospace, Industrial, Long Term, Networks, Quality, Speculation, technology, value |
| 2025 Q4 | Jan 21, 2026 |
The London Company SMID Cap Brian Campbell
|
View | Value, Quality | AER, LW, NEU, WAT, WTM, ZBRA | industrials, mid cap, Quality, small cap, SMID Cap, value |
| 2025 Q4 | Jan 14, 2026 |
Phoenician Capital John Khabbaz
|
View | AI, Quality | ASA.L, AT.L, BTER3.SA, FOOD.TO, MAD.AX, PUUILO.HE | AI, global, growth, Quality, small caps, value |
| 2025 Q4 | Jan 21, 2026 |
NCG Large Cap Growth Strategy Tom Press
|
View | AI, Quality, Small Caps | AAPL, AMD, GE, GHI, GOOGL, HOOD, KNSL, MDB, MSFT, NFLX, ORCL, PGR, ROKU, SAIA, SPOT | active management, growth, Outperformance, Quality, small caps, technology |
| 2025 Q4 | Jan 28, 2026 |
Grandeur Peak Global Contrarian Fund Blake Walker
|
View | Value, Quality, Small Caps | - | dispersion, earnings growth, Foreign, Quality, small caps, value |
| 2025 Q4 | Jan 14, 2026 |
Brown Capital Management International All Company Fund Kayode O. Aje
|
View | AI, Quality, E-commerce, Marketplaces, Software | ASML, FLTR.L, HUB.AX, REA.AX, SHOP.TO, XRO.AX | AI, EGCs, growth, international, long-term, Quality, technology, underperformance |
| 2025 Q4 | Jan 18, 2026 |
Conestoga Mid Cap Composite Derek Johnston
|
View | AI, Defense, Quality, Biotechnology | AAON, AZTA, BCPC, BLFS, BMI, BSY, BWMN, COCO, CPRT, CSGP, CSW, CWAN, CWST, CYX, DGII, DSGX, ELVA, ESE, FSV, GNRC, GWRE, HEI.A, IDXX, IIIV, IRMD, IT, JKHY, KRMN, LMAT, MAMA, MEG, MLAB, MMSI, NGEN, NOVT, ODD, OLO, PHR, PL, PLMR, POOL, QTWO, RBC, RGEN, ROAD, ROL, ROP, SPSC, SSTI, STVN, TKNO, TREX, TRNS, TYL, UTI, VCEL, VEEV, VERX, VRSK, WCN, WLDN, WSO, WST | AI, Biotech, defense, healthcare, industrials, mid cap, Quality, technology |
| 2025 Q4 | Feb 10, 2026 |
FPA Queens Road Small Cap Value Fund Steve Scruggs
|
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 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 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 | Feb 5, 2026 |
Stewart Investors Rizi Mohanty
|
View | AI, China, Emerging markets, Semiconductors, India, Quality | 005930.KS, 0700.HK, 2379.TW, 2454.TW, 6503.T, ALC, BABA, BAJAJHLDNG.NS, BAP, BOSCHLTD.NS, CARTRADE.NS, CTAS, KEI.NS, KOTAK.NS, M&M.NS, NU, PRX.AS, QUAL3.MX, SE, TARSONS.NS, TECHM.NS, TOTVS3.SA, TSM, TUBEINVEST.NS, WEG3.SA | AI, Asia, China, emerging markets, India, long-term, Quality, semiconductors |
| 2025 Q4 | Jan 29, 2026 |
Aikya Ashish Swarup
|
View | AI, Quality | 000660.KS, 005930.KS, 1288.HK, 2330.TW, 2912.TW, 3690.HK, BBDO3.SA, CPI.JO, EPAM, HDB, KOF, NTCO3.SA, RDY, UL | AI, Brazil, emerging markets, Quality, semiconductors, valuation |
| 2025 Q4 | Jan 21, 2026 |
Meridian Small Cap Growth Fund Chad Meade
|
View | Healthcare, Quality, Technology | ALKT, AMPL, AXGN, CCSI, CDNA, CERT, GPCR, KEX, RELY, TPB, VCYT, VNOM, ZNAS | Biotechnology, growth, healthcare, Quality, small caps, technology, value |
| 2025 Q4 | Mar 10, 2026 |
Atai Capital Management Brandon Daniel
|
View | Quality, Small Caps | BELFB, BKTI, EGAM, HAI.TO, KITW.L | Concentration, Microcap, Objectivity, Philosophy, Quality, small caps |
| 2025 Q4 | Jan 12, 2026 |
Polen Capital – Focus Growth Dan Davidowitz
|
View | AI, Quality, GLP1, Surgical Robotics | AAPL, ABT, AMZN, GOOGL, ISRG, LLY, META, MSFT, NFLX, NOW, ORCL, SHOP, WDAY, ZTS | AI, Concentration, growth, healthcare, large cap, Quality, software |
| 2025 Q3 | Oct 28, 2025 |
Weitz Large Cap Equity Fund Brad Hinton
|
View | AI, Value, Quality | - | Artificial Intelligence, infrastructure, Large Caps, Quality, Value Investing |
| 2025 Q3 | Oct 16, 2025 | View | AI, Quality | ADS GR, MELI | Artificial Intelligence, Growth Equities, Quality stocks, semiconductors, Valuation risk | |
| 2025 Q3 | Oct 2, 2025 |
LRT Capital Management Lukasz Tomicki
|
View | Valuation, Quality, Long/Short | ABG, CAAP, CCI, CHE, CHTR, CIGI, CM, DRI, FN, GPI, IESC, PBR, RLI, SNEX, SSD, TD, TRV, TTC, UNH, XOM | Hedges, Long/Short, Quality, Shiller PE, small caps |
| 2025 Q3 | Oct 23, 2025 |
Semper Augustus Christopher P. Bloomstran
|
View | Quality | BRK/A, GOOG, HEIO NA, NESN SW, PM | capital preservation, cash flow, durability, Financial Strength, Quality |
| 2025 Q3 | Oct 28, 2025 |
The London Company Small Cap Brian Campbell
|
View | Quality, Industrials, Housing | AWI, GHC, HAE, IPAR, NGVT, WTM | cyclicals, Housing, industrials, materials, Quality Investing |
| 2025 Q3 | Oct 16, 2025 |
Distillate Capital Large Cap Value Thomas Cole
|
View | Quality | - | Benchmark risk, free cash flow, Large Caps, Quality Investing, Valuation discipline |
| 2025 Q3 | Oct 15, 2025 |
Upslope Capital Management George K. Livadas
|
View | Healthcare, Defense, Quality | 8697 JP, BIO, CHG LN, DPLM LN, EVR, FCN, GOOG, HOLN SW, HSY, IMXI, INTC, KDEF, MKTX, SMIN LN, STE, TDY, WST | AI, defense, healthcare, Quality, valuation |
| 2025 Q3 | Oct 29, 2025 |
Aikya Ashish Swarup
|
View | Valuation, Quality, Emerging | - | Consumer Staples, downside protection, emerging markets, Quality Investing, Valuation discipline |
| 2025 Q3 | Sep 30, 2025 |
YCG, LLC Brian Yacktman
|
View | Quality, Banking | AMZN, BABA, META, MSFT | Banking, liquidity, Pricing Power, Quality, regulation |
| 2025 Q3 | Oct 28, 2025 |
Weitz Multi Cap Equity Fund Wally Weitz
|
View | AI, Quality, Infrastructure | - | Artificial Intelligence, Hyperscalers, infrastructure, Quality, technology |
| 2025 Q3 | Oct 15, 2025 |
Longleaf Partners Fund Ross Glotzbach
|
View | Value, Quality | ACI, BIO, CNX, EXO NA, FDX, FIS, IAC, KHC, MAT, PCH, PVH, REGN, RYN | Capital Allocation, free cash flow, Market cycles, Quality Companies, Value Investing |
| 2025 Q3 | Oct 5, 2025 |
Right Tail Capital Jeremy Kokemor
|
View | Quality, Autos | ORLY | Auto Parts Retail, DIFM, Distribution, OReilly, Reinvestment |
| 2025 Q3 | Nov 30, 2025 |
Bell Global Emerging Companies Fund Ned Bell
|
View | Quality | AUTO LN, GMO JP, IT, JKHY | AI, earnings, Quality, Smidcap, volatility |
| 2025 Q3 | Oct 28, 2025 |
Grandeur Peak Emerging Markets Opportunities Fund Juliette Douglas
|
View | Quality, Japan | - | AI Adoption, earnings growth, Governance, Japan, Quality Investing |
| 2025 Q3 | Oct 14, 2025 |
Sequoia Fund Arman Gokgol-Kline
|
View | Quality, Large Caps | - | Competitive Advantage, diversification, Global Equities, Large Caps, Quality |
| 2025 Q3 | Oct 13, 2025 |
Conestoga Small Cap Composite Joe Monahan
|
View | Quality, Small Caps | AAON, CWST, DSGX, HLIO, HLMN, MIR, MRCY, NOVT, ROAD, SLP, SPSC, VERX | Beta, Earnings Cycle, quality growth, small caps, valuation |
| 2025 Q3 | Dec 15, 2025 |
Qualivian Investment Partners Aamer Khan
|
View | Quality | APH, BN, BRO, CPRT, GOOG, MCO, ORLY, TJX | Behavioral Finance, Capital Allocation, Compounding, moats, Quality |
| 2025 Q3 | Oct 11, 2025 |
Torre Financial Federico Torre
|
View | AI, Cloud, Semiconductors, Quality | ADBE, AMD, AMZN, ANET, ASML, CRM, FDS, GOOGL, INTU, MELI, META, MSFT, NVDA, ORCL, TMO, TSM | AI, growth, large cap, Quality, semiconductors, technology, US |
| 2025 Q3 | Oct 28, 2025 |
Weitz Partners III Opportunity Fund Wally Weitz
|
View | AI, Value, Quality | - | Artificial Intelligence, Hyperscalers, infrastructure, Quality, Value Investing |
| 2025 Q3 | Oct 15, 2025 |
Longleaf Partners Global Fund Ross Glotzbach
|
View | Value, Quality | 4613 JP, ACI, CAN LN, CNX, EXO NA, GLB LN, IAC, MAT, PCH, PHG, PVH, RYN | Compounding, free cash flow, Global Equities, Quality, Value Investing |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Fund- International Small Cap David G. Herro
|
View | Value, Quality, Industrials, Japan, Europe | 1128 HK, 4613 JP, 6951 JP, 6960 JP, AMP IM, AMV0 GR, ATE FP, RBG FP | Europe, industrials, Japan, Quality, Value Investing |
| 2025 Q3 | Oct 28, 2025 |
Grandeur Peak Global Advisors, LLC Todd Matheny
|
View | AI, Quality, Japan | - | Artificial Intelligence, earnings growth, Governance, Japan, Quality Investing |
| 2025 Q3 | Oct 22, 2025 |
Kovitz Core Equity Strategy Matt Hayner
|
View | AI, Healthcare, Quality | ALC, COO, FI, GOOG, KMX, ORCL, PM, PPG, RYAN, TSLA, WAT | AI, Compounding, Health Care, Quality, valuation |
| 2025 Q3 | Oct 6, 2025 |
Giverny Capital Asset Management David M. Poppe
|
View | AI, Semiconductors, Quality | CSU CN, KMX, MEDP, TSM | Artificial Intelligence, Founder-led, Medtech, quality growth, semiconductors |
| 2025 Q3 | Oct 28, 2025 |
The London Company Income Equity Brian Campbell
|
View | AI, Healthcare, Quality | AAPL, CMI, DEO, FIS, GLW, NSGRY, NTDOY, PM, TEL, UNH | Artificial Intelligence, dividends, healthcare, income, Quality |
| 2025 Q3 | Oct 16, 2025 |
Distillate Capital Fundamental Stability & Value Thomas Cole
|
View | Valuation, Quality | - | Benchmark distortion, Free cash flow yield, Quality stocks, rebalancing, stability |
| 2025 Q3 | Oct 8, 2025 |
Compound Everyday Capital Management LLP Sumit Sarda
|
View | Quality, Compounding, SmallCaps | - | Compounding, Franchises, Quality, SmallCaps, volatility |
| 2025 Q3 | Oct 28, 2025 |
BBH Select Series – Mid Cap Fund Tim Harris
|
View | AI, Tariffs, Quality | ANET, BFAM, BJ, BRKR, FOUR, GLOB, ITT, WMS | Artificial Intelligence, Intrinsic Value, Life Sciences, Quality, tariffs |
| 2025 Q3 | Oct 28, 2025 |
Baron Discovery Fund Andrew Peck
|
View | Defense, Quality, Cybersecurity | - | cybersecurity, defense, growth, Quality, small caps |
| 2025 Q3 | Oct 16, 2025 |
Magellan Global Fund Arvid Streimann
|
View | AI, Quality | CME, CMG, GOOG, TSM | Artificial Intelligence, Defensive Growth, Derivatives, Digital infrastructure, Quality Investing |
| 2025 Q3 | Nov 30, 2025 |
Rothschild & Co LongRun Equity Fund Gianluca Ricci
|
View | Quality | AMZN, CDNS, GOOG, SNPS | Capital Allocation, Compounding, Pricing Power, Quality, returns on capital |
| 2025 Q3 | Oct 28, 2025 |
The London Company Large Cap Brian Campbell
|
View | AI, Financials, Quality | BRKR, EQH, FI, GOOG, NEU, ODFL, PGR, TEL | Artificial Intelligence, earnings, financials, Quality Investing, value |
| 2025 Q3 | Oct 16, 2025 |
Distillate Capital Small/Mid Cap Quality & Value Thomas Cole
|
View | Quality | - | Benchmark risk, Concentration risk, free cash flow, small caps, Value Investing |
| 2025 Q3 | Oct 9, 2025 |
Polen Capital – Focus Growth Dan Davidowitz
|
View | AI, Semiconductors, Quality | AVGO, BSX, INTU, IT, NVDA, ORCL, SNPS, TMO, UBER | AI, Cloud, growth, Quality, semiconductors |
| 2025 Q3 | Nov 7, 2025 |
Montaka Global Investments Andrew Macken
|
View | Quality | DASH, FND, MC FP, MDB, SPOT, TCEHY | FreeCashFlow, global, moats, Quality, Resilience |
| 2025 Q3 | Oct 31, 2025 |
GoodHaven Capital Management Larry Pitkowsky
|
View | Energy, Financials, Quality, Housing | - | banks, Building Products, Digital Advertising, free cash flow, insurance |
| 2025 Q2 | Jun 30, 2025 |
Andvari Associates Douglas E. Ott
|
View | Quality | - | Capital discipline, Compounding, long-term, Patience, Quality |
| 2025 Q2 | Jun 30, 2025 |
Mar Vista US Quality Select Silas Myers
|
View | Quality | AAPL, AVGO, JNJ, META, MSFT, MTD | Balance Sheets, Compounding, Discipline, moats, Quality |
| 2025 Q2 | Jul 8, 2025 |
Compound Everyday Capital Management LLP Sumit Sarda
|
View | Quality | - | Compounding, fundamentals, Intrinsic Value, Quality, risk control |
| 2025 Q2 | Jul 20, 2025 |
The London Company Large Cap Brian Campbell
|
View | Quality | BRK/B, FI, NEU, PGR, SCHW, TEL | cash flows, downside protection, large cap, Quality, valuation |
| 2025 Q2 | Jul 21, 2025 |
Davenport Core Leaders Fund George L. Smith III
|
View | Quality | NVDA, PWR, UNH | Capital discipline, Competitive Advantage, earnings durability, market leaders, Quality |
| 2025 Q2 | Aug 25, 2025 |
Davis New York Venture Fund Danton Goei Chris Davis
|
View | Quality | UNH | Competitive Advantage, Concentration, Intrinsic Value, long-term, Quality |
| 2025 Q2 | Jul 1, 2025 |
Brasada Focused Equity Strategy Jonathan Reichek
|
View | Quality | UBER, WST | Compounding, Discipline, downside protection, Quality, Return on Capital |
| 2025 Q2 | Jun 30, 2025 |
Distillate Capital Small/Mid Cap Quality & Value Thomas Cole
|
View | Quality, Small Caps | - | fundamentals, Quality, small caps, valuation |
| 2025 Q2 | Jul 29, 2025 |
The London Company SMID Cap Brian Campbell
|
View | Quality | AER, AWI, MUSA, NEU, SAIA, WTM | Capital Allocation, earnings, Quality, risk control, valuation |
| 2025 Q2 | Jul 23, 2025 | View | Quality | AVGO, BDX, CB, EXPE, ORCL, ZTS | Discipline, earnings growth, fundamentals, Pricing Power, Quality | |
| 2025 Q2 | Aug 28, 2025 |
River Oaks Capital Whit Huguley
|
View | Quality | BILD CN, IVFH | Balance Sheets, Capital Allocation, downside protection, earnings durability, Quality |
| 2025 Q2 | Jul 15, 2025 |
White Brook Capital Basil F. Alsikafi
|
View | Quality | - | Compounding, Concentration, free cash flow, Governance, Quality |
| 2025 Q2 | Aug 4, 2025 |
FPA Queens Road Small Cap Value Fund Steve Scruggs
|
View | Quality | AAP, CSGS, IDCC, IMKTA, NNI, PVH, REVG, SCHL, SFM, THS, UGI, VSH | Balance Sheets, Quality, returns, small caps, Valuation gap |
| 2025 Q2 | Jul 9, 2025 |
Alphyn Capital Management Samer Hakoura
|
View | Quality | AMZN, BN, CCOI, FFH CN, FILA IM, KFS, KKR, KMX, OCSL | Discipline, free cash flow, moats, Quality, valuation |
| 2025 Q2 | Jun 30, 2025 |
Packer & Co Willy Packer
|
View | Quality | 600938 CH, HES | Capital discipline, downside protection, free cash flow, long-term, Quality |
| 2025 Q2 | Jul 20, 2025 |
The London Company Small Cap Brian Campbell
|
View | Quality | ACIW, AWI, CABO, GTES, MATX, NEU, SGI, WTM | free cash flow, Quality, returns on capital, small cap, volatility |
| 2025 Q2 | Jul 22, 2025 |
Aristotle Small/Mid Cap Equity Dave Adams
|
View | Diversification, Quality, Small/Mid Caps | ACIW, ALIT, BHLB, CHE, CMCO, DLB, DY, FTAI, IPAR, JBGS, MNRO, MTSI, PRGO, SMG, TROX, VRRM | diversification, earnings, Quality, Small/Mid Cap Caps |
| 2025 Q2 | Aug 20, 2025 |
Baumann Capital Benedikt Baumann
|
View | Quality | - | Capital Allocation, Compounding, Culture, management, Quality |
| 2025 Q2 | Jun 30, 2025 |
Parnassus Core Equity Fund Andrew Choi
|
View | Quality | - | Artificial Intelligence, fundamentals, Large Caps, Quality, Resilience |
| 2025 Q2 | Jul 15, 2025 |
Kovitz Core Equity Strategy Matt Hayner
|
View | Quality | ADI, BDX, FI, FND, HAS, META, MSFT, MSI, ORCL, TMO | Balance Sheets, Capital discipline, Competitive Advantage, Concentration, Quality |
| 2025 Q2 | Aug 1, 2025 |
AGT Partners Gregory See
|
View | Turnaround, Energy, Quality | - | Balance Sheet Repair, earnings growth, Energy Cycle, Gearing, turnaround |
| 2025 Q2 | Jul 7, 2025 |
MJG Capital Fund, LP Matt Geiger
|
View | Quality | ALS CN, BRVO CN, ELE CN, KLD CN, KRY CN, LRA CN, RDG CN, SME CN, STRR CN | Balance Sheets, cash flows, Compounding, Discipline, Quality |
| 2025 Q2 | Jul 24, 2025 |
Byron Street Research Liger Cub
|
View | Quality | IDN | Competitive Advantage, Discipline, fundamentals, long-term, Quality |
| 2025 Q2 | Jul 6, 2025 |
Seeking Winners Seeking Winners
|
View | Quality | APPF | Balance Sheets, Compounding, Patience, Quality, volatility |
| 2025 Q2 | Jul 14, 2025 |
Chilton Capital Management LLC Bradley J. Eixmann
|
View | Quality | - | cash flow, Competitive Advantage, Compounding, Quality, volatility |
| 2025 Q2 | Aug 11, 2025 |
Aoris International Fund Stephen Arnold
|
View | Quality | ACN, ACO GR, APH, CPRT, DPLM LN, HLMA LN, JKHY, MSFT, OR FP | cash flows, global, moats, Quality, valuation |
| 2025 Q2 | Jun 30, 2025 |
FAM Dividend Focus Fund John Fox
|
View | Quality | ENTG, GEHC, HEI, MKC, ROST, TT | cash flow, dividends, downside protection, fundamentals, Quality |
| 2025 Q2 | Jul 8, 2025 |
Right Tail Capital Jeremy Kokemor
|
View | Quality, LongTerm | BYD CN, CHTR, IAC, NSC, NSIT, SCHW, SSNC | Compounding, longterm, Patience, Quality, returnsOnCapital |
| 2025 Q2 | Jul 20, 2025 |
The London Company Small-Mid Cap Brian Campbell
|
View | Quality | AER, AWI, MUSA, NEU, SAIA, WTM | Balance Sheets, Compounding, Discipline, fundamentals, Quality |
| 2025 Q2 | Jul 22, 2025 |
Artisan Partners Small Cap Fund Craigh Cepukenas
|
View | Quality | BIRK, BWXT, CWAN, FLEX, FRSH, HALO, IOVA, IRTC, LSCC, MDGL, MTSI, SAIA, STVN, TTAN, WING | cash flow, fundamentals, Quality, small caps, Valuation discipline |
| 2025 Q2 | Aug 27, 2025 |
Antero Peak Group Christopher Smith
|
View | Quality | AAPL, AMZN, AVGO, CRM, META, NVDA | Compounding, Discipline, durability, Intrinsic Value, Quality |
| 2025 Q2 | Jul 9, 2025 |
LRT Capital Management Lukasz Tomicki
|
View | Value, Quality | - | Compounding, equities, Quality, value |
| 2025 Q2 | Jul 31, 2025 |
Northern International Equity Fund Mark Sodergren
|
View | Quality | - | fundamentals, International Equities, Quality, valuation, volatility |
| 2025 Q2 | Jun 30, 2025 |
Mar Vista Global Equity Fund Silas Myers
|
View | Quality | AAPL, BRK/A, MSFT, NVDA, ORCL | AI, Competitive Advantage, free cash flow, Quality, valuation |
| 2025 Q2 | Jul 23, 2025 |
Starvine Capital Steven Ko
|
View | Quality | - | Discipline, free cash flow, long-term, Quality, volatility |
| 2025 Q2 | Sep 3, 2025 |
VH Standard Merger Arb Fund, LP Bob von Hoffmann
|
View | Quality | - | Balance Sheets, cash flow, Compounding, Discipline, Quality |
| 2025 Q2 | Sep 30, 2025 |
Qualivian Investment Partners Aamer Khan
|
View | Quality | AJG, AMZN, AZO, BKNG, CPRT, META, MSFT, SPGI | compounders, free cash flow, Pricing Power, Quality, returns on capital |
| 2025 Q2 | Jul 17, 2025 |
Oakmark Fund William C. Nygren
|
View | Value, Quality, Long Term | AMZN, C, CRM, GPN, NKE, ZBH | fundamentals, long-term, Quality, value |
| 2025 Q2 | Aug 18, 2025 |
Baron Growth Fund Ron Baron
|
View | Consumer, Quality, Technology, Small Caps | ACGL, CHH, GLPI, GWRE, IDXX, RRR | Consumer Sector, quality growth, small caps, technology |
| 2025 Q2 | Jun 30, 2025 |
FAM Small Cap Fund John Fox
|
View | Quality | CHE, EXLS, FTDR, TSU CN | Balance Sheets, earnings stability, fundamentals, Quality, small caps |
| 2025 Q2 | Jul 8, 2025 |
Fundsmith Equity Fund Terry Smith
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View | Quality | COLO AV, NVO, ZTS | Discipline, free cash flow, long-term, Quality, returns on capital |
| 2025 Q2 | Jul 25, 2025 |
Bretton Fund Stephen Dodson
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View | Quality | UNH | Competitive Advantage, free cash flow, fundamentals, long-term, Quality |
| 2025 Q2 | Jul 21, 2025 |
Renaissance Investment Management – Large Cap Growth Michael E. Schroer
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View | Growth, Quality | AAPL, APH, AVGO, DT, FI, FIX, JBL, TMO | CashFlow, growth, innovation, largecap, moat |
| 2025 Q2 | Jul 11, 2025 |
Hennessy Equity and Income Fund Stephen M. Goddard
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View | Quality | ENTG, HD, ODFL | downside protection, Pricing Power, Quality, returns on capital, shareholder yield |
| 2025 Q2 | Jul 11, 2025 | View | Quality | - | Balance Sheets, cash flow, competitive advantages, Discipline, Quality | |
| 2025 Q2 | Aug 2, 2025 |
Meridian Small Cap Growth Fund Chad Meade
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View | Quality | AXGN, MIR, NPKI, PACK, TPB, VNOM | growth, Quality, Recurring Revenue, risk management, small caps |
| 2025 Q2 | Jun 30, 2025 |
Mar Vista US Quality Silas Myers
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View | Quality | AAPL, AVGO, JNJ, MSFT, ORCL | free cash flow, Governance, long-term, Quality, volatility |
| 2025 Q2 | Jul 20, 2025 |
The London Company Income Equity Brian Campbell
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View | Quality | 7974 JP, AAPL, APD, CB, MSFT, PGR, PM, UPS | dividends, income, low volatility, Quality, shareholder yield |
| 2025 Q2 | Jul 21, 2025 |
Sawgrass Asset Management – Large Cap Quality Growth Anthony Brooks
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View | Quality | - | Concentration, Discipline, earnings durability, Quality, valuation |
| 2025 Q2 | Jul 16, 2025 |
Polen Capital – Global Growth Damon Ficklin
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View | Quality | AON, GLOB, IDXX, NVDA, ORCL, SBUX, SHOP | Balance Sheets, Global Growth, Pricing Power, Quality, Resilience |
| 2025 Q2 | Aug 18, 2025 |
Baron Durable Advantage Fund Alex Umansky
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View | Quality | APH, AVGO, GOOG, META, NVDA, TMO, TXRH, UNH | Competitive Advantage, Intrinsic Value, long-term, Pricing Power, Quality |
| 2025 Q2 | Jun 30, 2025 | View | Quality | APH, BN, BRO, MKC | fundamentals, long-term, Quality, Valuation discipline, value | |
| 2025 Q2 | Jun 30, 2025 |
Auscap Asset Management Tim Carleton
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View | Quality | - | Balance Sheets, Compounding, earnings resilience, Quality, Valuation discipline |
| 2025 Q2 | Jul 27, 2025 |
Diamond Hill Large Cap Strategy Chuck Bath
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View | Quality | ADBE, AON, BRK/A, DIS, FERG, KMX, RRX, TXN | cash flow, Intrinsic Value, Large Caps, Quality, volatility |
| 2025 Q2 | Jul 11, 2025 |
Giverny Capital Asset Management David M. Poppe
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View | Quality | BLDR, FI, GOOG, HEI, KNSL, MTB, PGR | Balance Sheets, cash flow, long-term, niche leaders, Quality |
| 2025 Q2 | Aug 27, 2025 |
Brown Advisors Global Leaders Strategy Mick Dillon
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View | Quality | AZO, COLOB DC, EXPN LN, GE, ILMN, INTU, MSFT, PBRI IJ, RHHBY, TSM, ZTS | Capital Allocation, downside protection, global franchises, IRR, Quality |
| 2025 Q2 | Jul 15, 2025 |
Madison Small Cap Fund Faraz Farzam
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View | Quality | - | fundamentals, moats, Quality, small caps, volatility |
| 2024 Q3 | Oct 24, 2024 |
AGT Partners Gregory See
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View | Energy, Quality, China Stimulus | 883 HK | China Stimulus, Competitive Advantage, cyclicals, energy, turnaround |