Quality

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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 28, 2026 View Value, Quality, Small Caps - earnings growth, Foreign, Quality, small caps, SMID, value
2025 Q4 Jan 19, 2026 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 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 23, 2026 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 Feb 10, 2026 View AI, Quality FOUR, RBC, TREX fundamentals, global, Japan, Quality, small caps, technology, underperformance, Valuations
2025 Q4 Jan 20, 2026 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 9, 2026 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 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 30, 2026 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 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 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 18, 2026 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 Jan 14, 2026 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 27, 2026 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 Feb 16, 2026 View Quality GAW.L, JDW.L, NXT.L, SUS.L management, Quality, retail, United Kingdom, value
2025 Q4 Jan 20, 2026 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 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 21, 2026 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 Feb 8, 2026 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 14, 2026 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 5, 2026 View Quality, Earnings BRO, HEI, TJX, TVK.TO earnings, growth, long-term, Quality, Roiic, value
2025 Q4 Jan 21, 2026 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 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 Mar 17, 2026 View AI, Quality, Small Caps - active management, AI, Concentration, Quality, small caps, valuation
2025 Q4 Jan 15, 2026 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 28, 2026 View Value, Quality, Small Caps - dispersion, earnings growth, Foreign, Quality, small caps, value
2025 Q4 Jan 19, 2026 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 Jan 13, 2026 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 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 Feb 10, 2026 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 20, 2026 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 8, 2026 View AI, Value, Quality - AI, Competitive Advantage, India, long-term, Portfolio Management, Quality, value
2025 Q4 Jan 22, 2026 View AI, Quality, Technology FN, FOUR, FROG, RBC, TREX, VITL AI, Biotechnology, growth, healthcare, Quality, small cap, technology, value
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 21, 2026 View AI, Quality, E-commerce AMZN, JD2.L, META, NU, TSM, WISE.L AI, Compounding, global, long-term, Owner Managers, Quality
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 18, 2026 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 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 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 Feb 17, 2026 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 12, 2026 View AI, Quality, Small Caps, Technology META, NFLX AI, Biotech, growth, healthcare, Quality, small caps, technology, value
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 23, 2026 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 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 14, 2026 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 7, 2026 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 21, 2026 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 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 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 Dec 31, 2025 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 15, 2026 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 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 13, 2026 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 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 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 9, 2026 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 21, 2026 View Value, Quality AER, LW, NEU, WAT, WTM, ZBRA industrials, mid cap, Quality, small cap, SMID Cap, value
2025 Q4 Jan 27, 2026 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 21, 2026 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 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 18, 2026 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 Jan 14, 2026 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 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 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 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 23, 2026 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 Feb 8, 2026 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 12, 2026 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 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 21, 2026 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 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 15, 2026 View Value, Quality AJB.L, COA.L, DGE.L, NXT.L compounders, Quality, rates, small caps, Uk, value
2025 Q4 Mar 1, 2026 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 18, 2026 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 Jan 14, 2026 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 26, 2026 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 20, 2026 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 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 21, 2026 View AI, Dividends, Quality, Data Centers BLK, CMI, CSCO, FAST, GLW, NTDOY Defensive, dividends, income, large cap, Quality, value
2025 Q4 Feb 5, 2026 View AI, Value, Quality NOIGX AI, financials, international, materials, Quality, value
2025 Q4 Jan 21, 2026 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 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 18, 2026 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 Jan 28, 2026 View Value, Quality, Small Caps, Earnings - earnings, emerging markets, Foreign, growth, Quality, small caps, SMID, value
2025 Q4 Jan 20, 2026 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 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 23, 2026 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 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 20, 2026 View Value, Quality ACGL, ASML, AZO, EXP, GOOGL, PGR, PM, VMC alpha, Concentration, large cap, long-term, Patience, Quality, value
2025 Q4 Dec 31, 2025 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 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 Jan 20, 2026 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 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 Mar 1, 2026 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 18, 2026 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 Jan 14, 2026 View Quality, Small Caps, Luxury BUR.L, CSWI, WOSG.L, YETI Concentration, consumer, global, Luxury, Quality, small caps, value, volatility
2025 Q4 Jan 27, 2026 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 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 8, 2026 View Value, Quality, Japan, South Korea OAKG, OAKI ETFs, Europe, international, Japan, Korea, Quality, value
2025 Q4 Jan 21, 2026 View Value, Dividends, Quality BLK, CB, FDX, FI, GOOG, NEU, NSC, RSG dividends, financials, healthcare, large cap, Quality, technology, value
2025 Q4 Feb 5, 2026 View Value, Quality NOLVX healthcare, large cap, Pharmaceuticals, Quality, value
2025 Q4 Jan 5, 2026 View Quality SP500TR, ZBRA alpha, CashFlow, Insider, Quality, risk management
2025 Q4 Jan 21, 2026 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 Jan 29, 2026 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 18, 2026 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 Q3 Nov 8, 2025 View AI, Quality, Momentum AAON, ADMA, AFRM, ALAB, BMI, BOOT, BRBR, BROS, BURL, BWXT, CASY, CAVA, CLWD, COCO, DKNG, ELF, EXAS, FDS, FOUR, FSS, HLI, INSM, INSP, IONQ, LII, MASI, MKTX, MTSI, NBIX, PEN, PODD, QBTS, RGTI, SOFI, TARS, TTAN, TWLO, TXRH, WAY, WING, WSO AI, growth, healthcare, momentum, Quality, semiconductors, small cap, software
2025 Q3 Oct 24, 2025 View AI, Quality, Risk Appetite ENSG, FN, FOUR, FRPT, HQY, INSP, KAI, MEDP, MORN, MPWR, OPEN, OZK, RBC, ROP, SG, WDAY AI, Biotech, healthcare, Long/Short, Quality, risk-on, small cap, Speculation
2025 Q3 Oct 31, 2025
FPA New Income Fund
Abhijeet Patwardhan
 View Rates, Quality, Credit Stress PHI credit spreads, duration, Federal Reserve, fixed income, Quality, rates, Treasury
2025 Q3 Oct 16, 2025 View Value, Quality, Risk Appetite AAPL, ABBV, ACN, ADBE, ADP, ALGN, CMCSA, COST, CRM, EPAM, FIX, IT, JNJ, LRCX, MSFT, UNH, UNP, VST, VTRS, WMT Benchmarks, Concentration, large cap, Quality, technology, valuation, value
2025 Q3 Oct 28, 2025 View Value, Quality - inflation, Quality, rates, ROE, small caps, value
2025 Q3 Nov 30, 2025 View AI, Cloud, Semiconductors, Quality AAPL, ACN, AMZN, ASML, AVGO, CDNS, DHR, GOOGL, IDXX, INTC, META, MSFT, NVDA, SNPS, TMO, TSLA AI, Cloud, Compounding, long-term, Quality, semiconductors, technology
2025 Q3 Oct 14, 2025 View AI, Quality A, ABNB, ACGL, ACN, ADI, ALC, AMZN, BN, CDW, CHTR, CPRT, DE, DHR, ELV, FERG, FI, GOOGL, IT, KEYS, LBRDA, LOW, MMC, MSCI, NKE, PCAR, PGR, PH, SBUX, SCHW, TJX, TXN, V financials, industrials, large cap, Quality, technology, value
2025 Q3 Oct 28, 2025 View AI, Quality ACIW, AWI, BR, CWST, DECK, JKHY, NEU, REYN, SGI, WAT AI, Fed, growth, Quality, small cap, SMID Cap, value, volatility
2025 Q3 Jul 30, 2025 View Value, Quality, E-commerce ABF.L, DCC.L, FERG, FPE3.DE, MWG.L, TCX, UTDI.DE, WINE.L Cyclical, Europe, long-term, Patience, Quality, value
2025 Q3 Oct 5, 2025
Right Tail Capital
Jeremy Kokemor
 View Quality, Autos ORLY Auto Parts Retail, DIFM, Distribution, O’Reilly, Reinvestment
2025 Q3 Nov 5, 2025 View AI, Value, Semiconductors, Quality AMT, AMZN, APD, AVGO, CMCSA, CVS, DE, GOOGL, HLN.L, INTC, JNJ, MCHP, ORLY, PNC, SRE, TMO, TSM, UNH, USB, WEC AI, healthcare, Outperformance, Quality, semiconductors, technology, Utilities, value
2025 Q3 Oct 20, 2025 View AI, Quality AGYS, BRBR, ENSG, FN, FOUR, HQY, INSP, MEDP, NVMI, OLLI, PCTY, PNFP, RBC, SHAK AI, growth, Quality, semiconductors, small caps, technology, underperformance
2025 Q3 Oct 8, 2025
QV Investors Inc.
Mathew Hermary
 View Quality, Natural Gas, Risk Appetite TOU.TO Canada, Employment, Natural Gas, Quality, Rate Cuts, risk management, valuation
2025 Q3 Oct 13, 2025 View Defense, Quality, Small Caps AAON, BCPC, CSWI, CWST, DSGX, ESE, EXPO, FSV, HLIO, HLMN, MIR, MRCY, NOVT, QTWO, RBC, ROAD, SLP, SPSC, STVN, VERX Beta, defense, growth, profitability, Quality, small cap, software, technology
2025 Q3 Oct 28, 2025 View Value, Quality AIG, APA, C, CMCSA, ELV, ERIC, FFIV, GEHC, GM, GOOGL, WBD, WDAY, WPP.L energy, financials, large cap, Quality, technology, value
2025 Q3 Oct 5, 2025 View Crypto, Gold, Quality, Silver DEO, SMWH.L Bitcoin, diversification, global, gold, Hard assets, Multi-Asset, Outperformance, Quality
2025 Q3 Oct 9, 2025 View AI, Dividends, Quality APH, BROS, BWIN, CBZ, CHE, CIGI, CTAS, CWST, ENTG, EXPO, FSV, FTDR, GEHC, JKHY, LSTR, NOMD, POOL, ROST, SPSC, VRSK AI, dividends, Quality, small caps, US, value
2025 Q3 Nov 8, 2025
Baron Asset Fund
Andrew Peck
 View AI, Quality, Data Centers, Aerospace ACGL, ALNY, APH, CHH, COIN, COR, CSGP, DAY, DKNG, DUOL, FDS, FICO, FND, GWRE, IDXX, IT, LOAR, MORN, MPWR, MTD, NET, ONON, PLTR, PWR, RBLX, STUB, VRSK, VRT, VST aerospace, AI, growth, mid cap, Quality, technology, underperformance, valuation
2025 Q3 Oct 24, 2025 View AI, Quality, Small Caps ALGN, ALIT, ALKT, CARG, CHDN, COO, DT, GFS, HALO, MDGL, RELY, SPT, STE, TRMB, ZD AI, growth, healthcare, industrials, Quality, small caps, SMID, technology
2025 Q3 Nov 4, 2025 View Value, Growth, Quality 1211.HK, AMZN, BH, BOL.PA, CACC, CVNA, FRAS.L, GRBK, JDW.L, META, NFLX, NU, NXT.L, PDD, RYA.L, RYM.NZ, SUM.NZ, TSM, WISE.L Compounding, Fintech, global, growth, Owner-Managers, Quality, technology, value
2025 Q3 Oct 16, 2025 View AI, Value, Quality AAPL, ABBV, ACN, ADBE, ADP, ALGN, CMCSA, COST, CRM, EPAM, FIX, IT, JNJ, LRCX, MSFT, UNH, UNP, VST, VTRS, WMT AI, Benchmarks, Concentration, Quality, valuation, value
2025 Q3 Oct 28, 2025 View AI, Quality, Small Caps - fundamentals, global, Quality, small caps, Speculation, underperformance
2025 Q3 Sep 30, 2025 View AI, Quality, Momentum AAPL, ABBV, AMZN, AON, ARM, AVGO, AXP, CMG, COO, CP, CRM, DHR, ECL, GOOGL, GWW, INTU, IT, JNJ, META, MSFT, NFLX, NKE, NOW, NVDA, NVO, ORCL, PLTR, SNPS, SPGI, TSLA, UNH, V, WCN, WDAY, WM, YUM AI, growth, large cap, momentum, Quality, technology, underperformance, valuation
2025 Q3 Oct 14, 2025
FMI Small Cap Equity
Jonathan T. Bloom
 View AI, Valuations, Quality BDX, GRG.L, OMF AI, Bubble, Defensive, Quality, Speculation, Valuations
2025 Q3 Oct 28, 2025 View AI, Dividends, Quality AAPL, CMI, DEO, FIS, GLW, NSGRY, NTDOY, PM, TEL, UNH AI, dividends, healthcare, large cap, Quality, technology, value
2025 Q3 Sep 30, 2025 View Quality, Small Caps 4490.T, DOC.VI, GSHD, JLG.AX, KI, RBREW.CO, SAFE.L, YETI cash flow, financials, global, industrials, Quality, small caps, valuation
2025 Q3 Oct 10, 2025 View AI, Semiconductors, Quality, Enterprise Software AAPL, ADI, AER, APP, ASML, BABA, CDNS, CRM, FICO, GOOGL, HEMN.ST, INTC, META, MSFT, NVDA, PAR, SNPS, TSM, UBER, V AI, global, Long/Short, Quality, semiconductors, software, technology
2025 Q3 Nov 5, 2025
Baron Small Cap Fund
Cliff Greenberg
 View AI, Quality, Data Centers, Defense Spending BWIN, CGNX, DAY, GTLS, GWRE, HLI, HLLY, IBP, ICLR, INTA, IT, ITGR, KNSL, KTOS, NVCN, PLNT, PTECH, RDNT, RRR, SITE, VRT AI, Data centers, defense, growth, industrials, Quality, small cap, technology
2025 Q3 Oct 20, 2025 View AI, Gold, Quality, Trade Policy AAPL, AERCF, AMZN, BKNG, CRH, DHR, GOOGL, HCA, ICE, INTU, J, MA, META, MSFT, NVDA, TSLA, TSM, UBER, V, WEIR.L AI, global, gold, Quality, tariffs, technology, Trump, value
2025 Q3 Nov 3, 2025 View AI, Cloud, Quality ACN, APH, CDW, CPRT, CTAS, EXPN.L, GWW, HLMA.L, IHG, JKHY, NKE, OR.PA, RELX, SAP, SPGI AI, Cloud, international, portfolio, Quality, technology, valuation
2025 Q3 Oct 13, 2025 View Defense, Quality, Small Caps AAON, BCPC, CSWI, CWST, DSGX.TO, ESE, EXPO, FSV, HLIO, HLMN, MIR, MRCY, NOVT, QTWO, RBC, ROAD, SLP, SPSC, STVN, VERX defense, growth, industrials, Quality, small caps, software, technology
2025 Q3 Oct 30, 2025 View Value, Quality, Small Caps AEIS, BCO, CXT, DAR, DORM, EPAC, MOD, MSA, MUSA, NGVT, SCL active management, industrials, materials, Quality, small caps, value
2025 Q3 Oct 1, 2025
Oak Ridge Investments, LLC
David M. Klaskin
 View AI, Quality, Technology, Small Caps - AI, growth, healthcare, Quality, semiconductors, small caps, technology
2025 Q3 Oct 9, 2025 View AI, Cloud, Semiconductors, Quality AAPL, ACN, ADBE, AMZN, AVGO, BSX, CSGP, GOOGL, IT, META, MSFT, NFLX, NOW, NVDA, ORCL, SBUX, SHOP.TO, TMO, TSLA, V AI, Cloud, growth, healthcare, large cap, Quality, semiconductors, technology
2025 Q3 Nov 11, 2025 View AI, Value, Quality - emerging markets, international, Quality, technology, value
2025 Q3 Oct 24, 2025 View AI, Quality, Small Caps ALIT, ALKT, AMPL, CARG, CCSI, CERT, KEX, RELY, SPT, TPB, VCYT, VNOM, ZENA AI, growth, healthcare, industrials, Quality, small caps, technology, Valuations
2025 Q3 Nov 4, 2025 View AI, Quality, Small Caps AIT, ATGE, BJ, CLH, COHR, CWST, ITT, LPLA, PNFP, PSTG, SMPL, STKL, SXT, TLN, VRT, WAL AI, Defensive, industrials, Quality, rates, small caps, technology, valuation
2025 Q3 Oct 16, 2025 View AI, Value, Quality, Small Caps AAPL, ABBV, ACN, ADBE, ADP, ALGN, CMCSA, COST, CRM, EPAM, FIX, IT, JNJ, LRCX, MSFT, UNH, UNP, VST, VTRS, WMT AI Bubble, Benchmarks, Concentration, free cash flow, Quality, small caps, valuation, value
2025 Q3 Oct 28, 2025 View AI, Quality, Small Caps, Japan - AI, fundamentals, global, Japan, Quality, small caps, Speculation, value
2025 Q3 Oct 31, 2025
Bireme Capital
Evan Tindell
 View Value, Quality AAF.L, AAPL, BOL.PA, DIS, HUM, ITRN, ORI, RICK, SWON.SW Alpha Generation, Behavioral Finance, Cognitive Biases, Concentration, Global Equities, value
2025 Q3 Oct 14, 2025 View AI, Dividends, Quality, Small Caps - AI Infrastructure, Dividend Growth, downside protection, Quality, risk management, SMID Cap
2025 Q3 Oct 28, 2025 View AI, Quality, Buybacks BRKR, EQH, FI, GOOG, NEU, ODFL, PGR, TEL AI, Buybacks, financials, large cap, Quality, technology, value
2025 Q3 Nov 18, 2025 View AI, Quality, Small Caps, Buybacks ARCH, CG, CHH, CNS, CSGP, CWAN, FDS, FIGS, GLPI, GWRE, HLI, IDXX, IRDM, IT, KNSL, MC, MORN, MSCI, MTD, MTN, NEOG, PRI, RRR, TECH AI, Buybacks, financials, growth, Quality, small cap, technology, underperformance
2025 Q3 Oct 8, 2025 View Valuations, Quality, Capital Markets - Capital markets, earnings, growth, India, Quality, retail, risk management, Valuations
2025 Q3 Oct 29, 2025
Aikya
Ashish Swarup
 View AI, Quality 000660.KS, 005930.KS, 1216.TW, 1299.HK, 2330.TW, 300012.SZ, 300124.SZ, 3690.HK, 9999.HK, BBCA.JK, BCH, FMX, HDB, NTCO3.SA, RADL3.SA, UL AI, China, emerging markets, Indonesia, Quality, semiconductors, valuation
2025 Q3 Nov 5, 2025 View AI, Quality ISRG, NFLX, PM, TSLA AI, Factor Investing, healthcare, low volatility, Quality, quantitative, SmartBeta, technology
2025 Q3 Oct 21, 2025
Zeno Equity Partners LLP
Cristiano Souza
 View Quality APH, CSU.TO, CTAS, DHR, EZJ.L, HCSG, LIN, ODFL, RYAAY, SNBR, TPG Capital Allocation, compensation, execution, management, Ownership, Quality, returns
2025 Q3 Oct 31, 2025
Turtle Creek Fund
Cameron McKendry
 View Value, Growth, Quality AHT.L, ATD.TO, BFH, DOL.TO, DOO.TO, GIL.TO, KNSL, PFB.TO, SCI, SYF, TFII.TO, URI, WSC Canada, Concentration, growth, mid cap, Quality, value
2025 Q3 Oct 13, 2025 View Defense, Quality, Small Caps AAON, BCPC, CSWI, CWST, DSGX.TO, ESE, EXPO, FSV.TO, HLIO, HLMN, MIR, MRCY, NOVT, QTWO, RBC, ROAD, SLP, SPSC, STVN, VERX Beta, defense, industrials, profitability, Quality, small caps, software, technology
2025 Q3 Oct 30, 2025
SouthernSun SMID Cap
Michael Cook
 View Value, Active Management, Quality BCO, CXT, DAR, FND, GNRC, MOD, MUSA, NGVT, SEIC, VMI, WSO active management, fundamentals, Quality, SMID Cap, Stewardship, value
2025 Q3 Nov 30, 2025
Tarkio Fund
Michele
 View Quality DHR Compounding, Culture, long-term, management, Quality
2025 Q3 Oct 12, 2025 View AI, Semiconductors, Quality AAPL, AMD, AMZN, DHR, EQIX, GOOGL, ICE, IDXX, INTC, INTU, LLY, MA, META, MSFT, NFLX, NVDA, ORCL, TSLA, TSM, V, VMC AI, growth, large cap, Quality, semiconductors, technology
2025 Q3 Nov 11, 2025 View AI, Value, Quality - AI, large cap, Outperformance, Quality, technology, value
2025 Q3 Oct 19, 2025 View AI, Value, Quality 6702.T, AAPL, ALFA.ST, AME, AMG, AMS.PA, AMZN, APO, ATD.TO, AVGO, BAC, BAES.L, BERY, BKNG, BN.TO, CFR.SW, CSX, ELV, FFH.TO, FLS, FNV.TO, GIB.A.TO, GOOGL, ICE, JLL, LECO, MAT, META, MIDD, MMC, MSFT, MSI, NFLX, NSC, NVDA, PEY.TO, PM, PSMT, QCOM, QSR, RBA.TO, ROST, SAF.PA, SAP, TEL, TSM, UNVR, VRTX active management, AI, Concentration, global, Quality, technology, value
2025 Q3 Oct 1, 2025 View Value, Quality, Earnings PUUILO.HE Concentration, earnings, Europe, Quality, value, volatility
2025 Q3 Oct 16, 2025 View Quality - Benchmark risk, free cash flow, Large Caps, Quality Investing, Valuation discipline
2025 Q3 Oct 28, 2025 View AI, Quality, Japan - Artificial Intelligence, earnings growth, Governance, Japan, Quality Investing
2025 Q3 Oct 28, 2025
Graham & Dodd Fund, LLC
Michael Hutchens
 View AI, Value, Emerging markets, Quality, FinTech AAON, AAP, ANET, AOS, ASTS, CVNA, DLO, FEVR.L, GOOGL, KER.PA, MELI, META, NLB.L, PGR, RKLB, TBCG.L, TSM, WISE.L, WOSG.L, XPEL AI, emerging markets, Investment Analysis, long-term, Portfolio Management, Quality, Student Pitches, Value Investing
2025 Q3 Oct 14, 2025 View AI, Quality, E-commerce AAPL, AMZN, ASML, CNM, COLOB.CO, GOOGL, META, MMC, MSFT, NVDA, NVO, ORCL, PCTY, SAP.DE, SGE.L, SNPS, TER, TSM, V, WM global, growth, Quality, semiconductors, technology, valuation
2025 Q3 Oct 28, 2025 View Value, Quality AWI, GHC, HAE, IPAR, NGVT, WTM Fed, industrials, materials, Quality, rates, small caps, value
2025 Q3 Oct 2, 2025
Pittenger & Anderson
Jon Sevenker
 View AI, Quality AAPL, AMZN, AVGO, BRK-A, GOOG, GOOGL, JNJ, JPM, LLY, MA, META, MSFT, NFLX, NVDA, ORCL, TSLA, V, WMT, XOM AI, Consistency, Discipline, large cap, Patience, Quality, technology
2025 Q3 Dec 15, 2025 View AI, Quality APH, BN, BRO, CPRT, GOOGL, MA, MCO, ORLY, TJX, WSO AI, compounders, long-term, Quality, technology, value
2025 Q3 Oct 9, 2025 View AI, Dividends, Quality APH, BROS, BWIN, CBZ, CHE, CIGI, CTAS, CWST, ENTG, EXPO, FSV, FTDR, GEHC, JKHY, LSTR, MCHP, POOL, ROST, SPSC, VRSK AI, dividends, Quality, rates, small caps, value
2025 Q3 Nov 8, 2025 View Value, Quality, Small Caps AAPL, ESGR, FN, IAC, IDCC, IMKTA, MGM, NNI, NVDA, OSK, REVG, RLI, SAIC, SFM, SNX, THS, VSH Defensive, Disciplined, downside protection, Quality, small cap, value
2025 Q3 Oct 22, 2025 View AI, Private Credit, Quality, Momentum ADBE, ADI, ALC, AMD, AMZN, ANET, BDX, COO, FI, GOOGL, KMX, META, MSFT, ORCL, PM, PPG, RYAN, TMO, TSLA, WAT AI, healthcare, infrastructure, momentum, private credit, Quality, technology
2025 Q3 Oct 31, 2025 View Value, Quality MEI Behavioral Finance, Micro Cap, Quality, small cap, value
2025 Q3 Oct 6, 2025 View AI, Semiconductors, Quality AAON, ALGN, ANET, CACC, CSU.TO, FERG, FI, GOOGL, HEI, IBP, JPM, KMX, KNSL, MEDP, META, NVDA, PGR, SCHW, TSM, TWFG AI, Geopolitical Risk, Owner Operators, Quality, semiconductors, technology, valuation
2025 Q3 Oct 15, 2025 View AI, Rates, Quality, Small Caps AMZN, GOOGL, META, MSFT AI, Fed policy, Quality, rates, small caps, technology
2025 Q3 Dec 2, 2025 View Value, Quality, Momentum, Earnings - earnings, emerging markets, frontier markets, international, momentum, Quality, small cap, value
2025 Q3 Oct 15, 2025
Upslope Capital Management
George K. Livadas
 View AI, Quality, Defense Spending 8697.T, BIO, CHG.L, CME, DPLM.L, EVR, FCN, GOOGL, HOLN.SW, HSY, IMXI, INTC, KDEF, MKTX, SAND.ST, SMIN.L, SRT.DE, STE, TDY, WST AI, defense, healthcare, Long/Short, Quality, risk management, valuation
2025 Q3 Oct 30, 2025 View AI, Quality, Risk Appetite CARG, FERG, HEM.ST, ITRK, LPLA, SPNS, UHR.SW, USLM, WMK AI, fundamentals, global, Quality, risk management, small cap, Speculation, value
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 28, 2025 View Quality, Small Caps, Data Centers CYBR, INDA Asia, emerging markets, Europe, international, Quality, small caps
2025 Q3 Nov 5, 2025 View AI, Healthcare, Energy Transition, Quality A, ACN, AMZN, CRM, DHR, GOOGL, IDXX, KRX.L, MSFT, NVDA, SHL.DE, SIK.SW, SU.PA, VEEV, WDAY AI, Concentration, healthcare, long-term, momentum, Quality, underperformance
2025 Q3 Oct 19, 2025 View Value, Dividends, Quality AMT, BDX, BK, CRH, CSX, EPD, GOOGL, JNJ, JPM, KVUE, MCHP, MDT, NSC, PCAR, PEP, SATS, UL, UPS Consumer Staples, dividends, financials, healthcare, income, Quality, Utilities, value
2025 Q3 Oct 28, 2025 View AI, Quality, Trade Policy ANET, BFAM, BJ, BRKR, BRO, CBRE, ENTG, FOUR, GFL, GLOB, GWRE, GXO, ICLR, ITT, LPLA, TTWO, VMC, WMS, WSO, WST AI, healthcare, mid cap, Quality, tariffs, technology, value
2025 Q3 Oct 13, 2025 View Defense, Quality, Small Caps AAON, BCPC, CSWI, CWST, DSGX.TO, ESE, EXPO, FSV.TO, HLIO, HLMN, MIR, MRCY, NOVT, QTWO, RBC, ROAD, SLP, SPSC, STVN, VERX defense, growth, Quality, small caps, software, value
2025 Q3 Oct 28, 2025 View Value, Quality ACIW, AWI, BR, CWST, DECK, JKHY, NEU, REYN, SGI, WAT Fed Cuts, high beta, Quality, SMID Cap, value, volatility
2025 Q3 Oct 11, 2025
Torre Financial
Federico Torre
 View AI, Semiconductors, Quality ADBE, AMD, AMZN, ANET, ASML, CRM, FDS, GOOGL, INTU, MELI, META, MSFT, NVDA, ORCL, TMO, TSM AI, growth, healthcare, Quality, semiconductors, technology, Valuations
2025 Q3 Oct 9, 2025 View AI, Dividends, Quality APH, BROS, BWIN, CBZ, CHE, CIGI, CTAS, CWST, ENTG, EXPO, FSV, FTDR, GEHC, JKHY, LSTR, NOMD, POOL, ROST, SPSC, VRSK AI, dividends, Quality, rates, small caps, value
2025 Q2 Jul 15, 2025
White Brook Capital
Basil F. Alsikafi
 View Quality - Compounding, Concentration, free cash flow, Governance, 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 9, 2025 View Quality AMZN, BN, CCOI, FFH CN, FILA IM, KFS, KKR, KMX, OCSL Discipline, free cash flow, moats, Quality, valuation
2025 Q2 Aug 4, 2025 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 20, 2025 View Quality ACIW, AWI, CABO, GTES, MATX, NEU, SGI, WTM free cash flow, Quality, returns on capital, small cap, volatility
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 22, 2025 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 Jun 30, 2025 View Quality - Artificial Intelligence, fundamentals, Large Caps, Quality, Resilience
2025 Q2 Aug 20, 2025
Baumann Capital
Benedikt Baumann
 View Quality - Capital Allocation, Compounding, Culture, management, Quality
2025 Q2 Jul 15, 2025 View Quality ADI, BDX, FI, FND, HAS, META, MSFT, MSI, ORCL, TMO Balance Sheets, Capital discipline, Competitive Advantage, Concentration, Quality
2025 Q2 Jul 7, 2025 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 View Quality IDN Competitive Advantage, Discipline, fundamentals, long-term, Quality
2025 Q2 Jul 14, 2025 View Quality - cash flow, Competitive Advantage, Compounding, Quality, volatility
2025 Q2 Jul 6, 2025
Seeking Winners
Seeking Winners
 View Quality APPF Balance Sheets, Compounding, Patience, Quality, volatility
2025 Q2 Jun 30, 2025 View Quality ENTG, GEHC, HEI, MKC, ROST, TT cash flow, dividends, downside protection, fundamentals, Quality
2025 Q2 Aug 11, 2025 View Quality ACN, ACO GR, APH, CPRT, DPLM LN, HLMA LN, JKHY, MSFT, OR FP cash flows, global, moats, Quality, valuation
2025 Q2 Jul 20, 2025 View Quality AER, AWI, MUSA, NEU, SAIA, WTM Balance Sheets, Compounding, Discipline, 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 22, 2025 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 Jul 9, 2025
LRT Capital Management
Lukasz Tomicki
 View Value, Quality - Compounding, equities, Quality, value
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 31, 2025 View Quality - fundamentals, International Equities, Quality, valuation, volatility
2025 Q2 Jun 30, 2025 View Quality AAPL, BRK/A, MSFT, NVDA, ORCL AI, Competitive Advantage, free cash flow, Quality, valuation
2025 Q2 Jul 23, 2025 View Quality - Discipline, free cash flow, long-term, Quality, volatility
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 Sep 3, 2025 View Quality - Balance Sheets, cash flow, Compounding, Discipline, Quality
2025 Q2 Jun 30, 2025 View Quality CHE, EXLS, FTDR, TSU CN Balance Sheets, earnings stability, fundamentals, Quality, small caps
2025 Q2 Aug 18, 2025 View Consumer, Quality, Technology, Small Caps ACGL, CHH, GLPI, GWRE, IDXX, RRR Consumer Sector, quality growth, small caps, technology
2025 Q2 Jul 25, 2025
Bretton Fund
Stephen Dodson
 View Quality UNH Competitive Advantage, free cash flow, fundamentals, long-term, Quality
2025 Q2 Jul 8, 2025 View Quality COLO AV, NVO, ZTS Discipline, free cash flow, long-term, Quality, returns on capital
2025 Q2 Jul 21, 2025 View Growth, Quality AAPL, APH, AVGO, DT, FI, FIX, JBL, TMO CashFlow, growth, innovation, largecap, moat
2025 Q2 Jul 11, 2025 View Quality - Balance Sheets, cash flow, competitive advantages, Discipline, Quality
2025 Q2 Jul 11, 2025 View Quality ENTG, HD, ODFL downside protection, Pricing Power, Quality, returns on capital, shareholder yield
2025 Q2 Jun 30, 2025 View Quality AAPL, AVGO, JNJ, MSFT, ORCL free cash flow, Governance, long-term, Quality, volatility
2025 Q2 Aug 2, 2025 View Quality AXGN, MIR, NPKI, PACK, TPB, VNOM growth, Quality, Recurring Revenue, risk management, small caps
2025 Q2 Jul 20, 2025 View Quality 7974 JP, AAPL, APD, CB, MSFT, PGR, PM, UPS dividends, income, low volatility, Quality, shareholder yield
2025 Q2 Jul 16, 2025 View Quality AON, GLOB, IDXX, NVDA, ORCL, SBUX, SHOP Balance Sheets, Global Growth, Pricing Power, Quality, Resilience
2025 Q2 Jul 21, 2025 View Quality - Concentration, Discipline, earnings durability, Quality, valuation
2025 Q2 Jun 30, 2025 View Quality APH, BN, BRO, MKC fundamentals, long-term, Quality, Valuation discipline, value
2025 Q2 Aug 1, 2025
AGT Partners
Gregory See
 View Turnaround, Energy, Quality - Balance Sheet Repair, earnings growth, Energy Cycle, Gearing, turnaround
2025 Q2 Aug 18, 2025 View Quality APH, AVGO, GOOG, META, NVDA, TMO, TXRH, UNH Competitive Advantage, Intrinsic Value, long-term, Pricing Power, Quality
2025 Q2 Jul 27, 2025 View Quality ADBE, AON, BRK/A, DIS, FERG, KMX, RRX, TXN cash flow, Intrinsic Value, Large Caps, Quality, volatility
2025 Q2 Jun 30, 2025 View Quality - Balance Sheets, Compounding, earnings resilience, Quality, Valuation discipline
2025 Q2 Jul 11, 2025 View Quality BLDR, FI, GOOG, HEI, KNSL, MTB, PGR Balance Sheets, cash flow, long-term, niche leaders, Quality
2025 Q2 Jul 15, 2025 View Quality - fundamentals, moats, Quality, small caps, volatility
2025 Q2 Aug 27, 2025 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 Jun 30, 2025 View Quality AAPL, AVGO, JNJ, META, MSFT, MTD Balance Sheets, Compounding, Discipline, moats, Quality
2025 Q2 Jun 30, 2025
Andvari Associates
Douglas E. Ott
 View Quality - Capital discipline, Compounding, long-term, Patience, Quality
2025 Q2 Jul 20, 2025 View Quality BRK/B, FI, NEU, PGR, SCHW, TEL cash flows, downside protection, large cap, Quality, valuation
2025 Q2 Jul 8, 2025 View Quality - Compounding, fundamentals, Intrinsic Value, Quality, risk control
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 Jul 1, 2025 View Quality UBER, WST Compounding, Discipline, downside protection, Quality, Return on Capital
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 29, 2025 View Quality AER, AWI, MUSA, NEU, SAIA, WTM Capital Allocation, earnings, Quality, risk control, valuation
2025 Q2 Jun 30, 2025 View Quality, Small Caps - fundamentals, Quality, small caps, valuation
2025 Q2 Jul 23, 2025 View Quality AVGO, BDX, CB, EXPE, ORCL, ZTS Discipline, earnings growth, fundamentals, Pricing Power, Quality
2025 Q2 Sep 30, 2025 View Quality AJG, AMZN, AZO, BKNG, CPRT, META, MSFT, SPGI compounders, free cash flow, Pricing Power, Quality, returns on capital
2024 Q3 Oct 24, 2024
AGT Partners
Gregory See
 View Energy, Quality, China Stimulus 883 HK China Stimulus, Competitive Advantage, cyclicals, energy, turnaround

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