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Small Cap Recovery
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Driehaus Small Cap Growth Fund Jeffrey James
|
View | AI Capex, Small Cap Recovery | - | Artificial Intelligence, Capex, healthcare, industrials, small caps |
| 2025 Q3 | Dec 31, 2025 |
AMG Frontier Small Cap Growth Fund James A.Colgan
|
View | Growth, Infrastructure, Small Cap Recovery | ALGT, CGNX, COHR, EOLS, INSP, LTH, MAT, RARE, RNST, SIMO, U | AI Infrastructure, earnings recovery, Interest Rate Sensitivity, Semiconductor Exposure, Small Cap Growth |