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Small Caps
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 |
Invenomic Fund Ali Motamed
|
View | Value, Small Caps, Momentum | - | Equity, Factor, Long/Short, momentum, small caps, value |
| 2025 Q4 | Feb 4, 2026 |
Aristotle Small Cap Equity Fund Dave Adams
|
View | Healthcare, Value, Semiconductors, Energy Transition, Small Caps, Regional Banks | ACHC, AEIS, AER, ATR, AUB, CCRN, CNS, EHTH, GTLS, HAE, HURN, IDA, ITRI, LKQ, MTSI, NUS, PRGO, PTEN, TITN, WWW | Deregulation, Energy Transition, healthcare, M&A, Regional Banks, semiconductors, small caps, value |
| 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 18, 2026 |
Rewey Asset Management Chip Rewey
|
View | AI, Rates, Value, Small Caps | BR, CADE, DFIN, HOLX, LAKE, MEC | AI, Gdp, inflation, rates, small caps, technology, value |
| 2025 Q4 | Jan 24, 2026 |
Long Cast Advisers Avram Fisher
|
View | Healthcare, Value, Small Caps | CCRD, CCRN, EEFT, LSYN, MAMA, MTRX, NRC, PDEX, PESI, QRHC, RELL, RSSS | healthcare, Owner-Operator, small caps, Staffing, value |
| 2025 Q4 | Jan 15, 2026 |
GROW Funds LLC Mike Collins
|
View | AI, Healthcare, Small Caps | AMZN, AXSM, CSCO, FENC, GENI, GOOGL, INDV, MAMA, MDXH, META, MSFT, NPCE, NTNX, NVDA, ORCL, SEMR, XERS | AI, Biotechnology, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, valuation |
| 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 |
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 22, 2026 |
ABS Global Investment Laurence Russian
|
View | AI, Small Caps, Decoupling, Mining | 0700.HK, 1810.HK, BABA, GME, HIMS | AI, Biotech, Decoupling, Global Markets, Mining, Rate Cuts, small caps, tariffs |
| 2025 Q4 | Jan 30, 2026 |
Ace River Capital Nicholas DAgnillo
|
View | Gold, Small Caps | DSHK, GLFE, HZO, RICK, VOXR | Concentration, gold, real estate, royalties, small caps, 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 12, 2026 |
Hood River Capital – Small Cap Growth Fund Brian Smoluch
|
View | AI, Small Caps, Earnings | - | AI, earnings, growth, small caps, stock selection, technology, Valuations |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Small Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Insurance | CBRE, CRM, CSGP, FISV, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, STLA, SW.PA, SWKS, TRU, UNH | AI, discount, insurance, Quality, small cap, value |
| 2025 Q4 | Jan 6, 2026 |
Westfield Capital Management Rich Lee
|
View | AI, Small Caps, Earnings | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | AI, Breadth, cyclicals, earnings, Fed, small caps, technology, Valuations |
| 2025 Q4 | Jan 30, 2026 |
1290 Essex Small Cap Growth Fund Nancy Prial
|
View | AI, Small Caps, Onshoring, Infrastructure Spending, Defense Spending, Rare Earths | - | AI, defense, energy, growth, infrastructure, semiconductors, small caps, Valuations |
| 2025 Q4 | Jan 7, 2026 |
HalvioCapital Anthony
|
View | Value, Small Caps, Japan | BKM.SI, CPH.TO, EDU.AX, FILA.MI, LNF.TO, MCCK, MYX.AX, NLOP | international, Japan, Merger Arbitrage, real estate, small caps, value |
| 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 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 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 | 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 13, 2026 |
Pender Small Cap Opportunities Fund David Barr
|
View | Energy Transition, Small Caps, Defense Spending | DND.TO, FDY.TO, GRID.TO, NGEX.TO, PAR, PNG.TO, SYZ.TO, TCS.TO, VNP.TO | Canada, Defense Spending, Energy Transition, Quality, small caps, value |
| 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 | Jan 29, 2026 |
Hotchkis & Wiley Small Cap Value Fund Jim Miles
|
View | Value, Small Caps, Risk Appetite | - | Correction, fundamentals, profitability, Quality, Russell 2000, small caps, Speculation, value |
| 2025 Q4 | Feb 5, 2026 |
Baron Small Cap Fund Cliff Greenberg
|
View | AI, Small Caps, Data Centers, Defense Spending | CGNX, CWA, FROG, GWRE, HLI, ICLR, IT, JBT, KNSL, KTOS, MTD, NEPT, NOVT, ODD, PLNT, RBC, RRR, SITE, TDG, VRT | AI, Data centers, defense, growth, Quality, small caps, 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 18, 2026 |
Vulcan Value Partners – All Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Insurance, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYSG, SSCC, SWKS, TRU, UNH | AI, Buybacks, insurance, Margin Of Safety, Quality, small caps, technology, value |
| 2025 Q4 | Jan 23, 2026 |
Brandes Small Cap Value Fund Bryan Barrett
|
View | Value, Small Caps | ALKS, AOBC, ARLO, AVDL, CENT, DIIBF, ELAN, EPC, GHM, GIL, GRFS, HURC, HXL, IMKTA, INVX, KMT, MOG.A, NTGR, ORN, PKE, PZZA, RGP, SEE, UTMD | healthcare, industrials, Outperformance, positioning, small caps, value |
| 2025 Q4 | Jan 6, 2026 |
Horizon Investment Zachary Hill
|
View | AI, Small Caps, Productivity | - | AI, Capex, Employment, Fed, productivity, rates, small caps |
| 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 13, 2026 |
Ennismore European Smaller Companies Fund Margaret Webb
|
View | AI, Value, Defense, Small Caps, Infrastructure Spending | AAD.DE, BNTX, COST.L, DWNI.DE, EVS.BR, LSS.PA, PDX.ST, RNK.DE, SFQ.DE, SIKA.SW, STB.L, STO.DE, THEP.PA, TRI.PA, ULP.L, VETQ.PA, VOW3.DE | AI, defense, Europe, infrastructure, Long/Short, Quality, small caps, value |
| 2025 Q4 | Jan 21, 2026 |
Ophir Asset Management Andrew Mitchell
|
View | Small Caps, Earnings | AAPL, GOOGL, META, MSFT, NVDA | earnings, global, Outperformance, small caps, stock picking, technology |
| 2025 Q4 | Jan 20, 2026 |
Gymkhana Partners ANDREI STETSENKO
|
View | Value, Defense, India, Small Caps | AMZN, ASTRA.NS, BHARATBIJ.NS, FINPIPE.NS, GOOGL, INTC, JAMNAUTO.NS, MSFT, RELIANCE.NS, SANSERA.NS, TATAELXSI.NS, UNIMECH.NS | defense, growth, India, Manufacturing, Reform, small caps, value |
| 2025 Q4 | Feb 17, 2026 |
Cullen Small Cap Value Fund James Cullen
|
View | Rates, Value, Small Caps, Earnings | CTRA, CUZ, DOUG, EFSC, HIW, HP, JBSS, LDI, NMRK, POR, SSB, TREE | earnings, energy, financials, rates, small caps, Utilities, value |
| 2025 Q4 | Jan 12, 2026 |
Hood River Capital – New Opportunities Fund Brian Smoluch
|
View | AI, Small Caps, Earnings | - | AI, earnings, growth, Outperformance, small caps, stock selection, technology, Valuations |
| 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 | Jan 28, 2026 |
TAMIM Fund Australia Small Cap Income Ron Shamgar
|
View | Rates, Small Caps | CAF.AX, CCG.AX, CCL.AX, EDU.AX, HUM.AX, PGC.AX, SYL.AX | Australia, earnings, interest rates, M&A, small caps, technology |
| 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 7, 2026 |
Kingdom Capital Advisors David Bastian
|
View | Value, Small Caps, Resilience | AIV, AKA, CRSXF, HRBR, MAGN, NLOP, NVRI, SUP, TSSI, UNFI, WW | concentrated, Liquidations, Microcap, special situations, Turnarounds, value |
| 2025 Q4 | Jan 20, 2026 |
Madison Small Cap Fund Faraz Farzam
|
View | AI, Small Caps, Software, Consumer Staples, Risk Appetite | AAON, AMPL, CCOI, CFLT, CIEN, EHC, ENTG, FORM, GTLB, MIR, POWI, PRMB, RVLV, SMG, VCEL, VFC, VIAV, WAL, ZION | AI, Consumer Staples, Quality, Risk Appetite, small caps, software, Speculation, underperformance |
| 2025 Q4 | Jan 24, 2026 |
1 Main Capital Yaron Naymark
|
View | Value, Small Caps | BFIT.AS, DNTL, IWG.L, LMB, MBUU, MCFT, PRKR, RLGT, SUP, WATR | Building Systems, concentrated, FCF, Industrial Services, small caps, value |
| 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 28, 2026 |
Prosper Stars & Stripes Christopher Hillary
|
View | AI, Semiconductors, Small Caps, Biotechnology | ATI, EAT, GTLB, INOD, KTB, META, MSFT, PDFS, RVTY, SEAT, SITM, STUB, TKNO | AI, alpha, healthcare, Long/Short, semiconductors, small caps, value |
| 2025 Q4 | Jan 13, 2026 |
Laughing Water Capital Matthew Sweeney
|
View | Defense, Small Caps, Waste Management, Technology | LFCR, LQDA, NN, PAR, SES.TO, THRY, UTHR, VTY.L, WCN | Biotechnology, contrarian, defense, Factor Investing, small caps, value |
| 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 23, 2026 |
Grey Owl Capital Eric Brugel
|
View | Commodities, Gold, Growth, Small Caps | ACWI, GLD, GSG, IWM, MAGS, SPY, TLT | commodities, Cyclical, diversification, gold, growth, inflation, risk management, small caps |
| 2025 Q4 | Feb 6, 2026 |
Bailard Small Cap Value Strategy Thomas J.Mudge
|
View | AI, Value, Small Caps | - | AI, Behavioral Finance, Micro Cap, Performance, quantitative, small cap, value |
| 2025 Q4 | Dec 31, 2025 |
Quercus Fund Diego B. Milano
|
View | China, Value, Small Caps, Petrochemicals | 0142.HK, 1208.HK, 3301.HK, HLYB.L | Banking, China, Conglomerates, Petrochemicals, small caps, value |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Focus C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Buybacks | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, SW, SWKS, TRU, UNH | AI, Buybacks, healthcare, insurance, small caps, 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 | Dec 31, 2025 |
Norbury Capital Thijs Buitenhuis
|
View | Small Caps | CER.L, MEDI.PA, PDX.ST, RNK.DE, ZEG.L | Europe, Outperformance, Process, Quality, small caps, value |
| 2025 Q4 | Jan 12, 2026 |
Summers Value Fund Andrew Summers
|
View | Healthcare, Value, Small Caps | CCSI, DPLO, ELMD, ENDP, NVO | concentrated, healthcare, long-term, small caps, special situations, value |
| 2025 Q4 | Jan 14, 2026 |
Driehaus Small Cap Growth Fund Jeffrey James
|
View | AI, Small Caps, Productivity, Biotechnology | BBIO, CRNX, CW, FN, GH, XBI | AI, Biotechnology, earnings, growth, healthcare, productivity, small caps |
| 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 31, 2026 |
White Brook Capital Basil F. Alsikafi
|
View | AI, Crypto, Semiconductors, Small Caps | BLDR, FND, GOOG, JAKK, MSFT, MSTR, NVDA, PTLO, RPID, TSM | AI, crypto, growth, healthcare, inflation, semiconductors, small caps, value |
| 2025 Q4 | Dec 31, 2025 |
EQUAM Global Value Fund Alejandro Muñoz
|
View | Value, Small Caps, Oil | ACAD.ST, ALLFG.L, AMREST.WA, BFSA.MC, CELL.MI, DALATA.I, DFS.L, DOM.L, HOTEL.MC, IBER.LS, INCH.L, MN.MI, NOEJ.DE, OIZ.L, PSG.MC, RHI.L, SESA.MI, TGS.OL, XPRO | Europe, oil, Restructuring, small caps, underperformance, value |
| 2025 Q4 | Jan 12, 2026 |
Rockwood Strategic Richard Staveley
|
View | Value, Small Caps, United Kingdom | ADF.L, CAPD.L, CAU.L, CPI.L, CSC.L, EYE.L, FCH.L, FLO.L, FSJ.L, FTC.L, KOO.L, MERC.L, PEN.L, RKW.L, RST.L, SAA.L, STV.L, TET.L, TON.L, TRB.L, TRI.L, TUNE.L, VANQ.L, VLE.L | Engagement, Recovery, small caps, turnaround, United Kingdom, value |
| 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 | Jan 27, 2026 |
Voya MI Dynamic Small Cap Fund Sanne de Boer
|
View | AI, Small Caps, Biotechnology | BE, FLS, FOLD, FTRE, GEO, HPP | AI, Biotechnology, healthcare, industrials, real estate, small caps, technology |
| 2025 Q4 | Jan 30, 2026 |
Invesco Small Cap Value Fund Jonathan Edwards
|
View | AI, Value, Small Caps | ACM, ARCB, COHR, CR, CRL, ENTG, EXPE, GL, GMED, HBM.TO, KBR, LITE, MKSI, NRG, PENN, SAIA, WAL, WBS | AI, Biotech, financials, healthcare, Intrinsic Value, small cap, technology, value |
| 2025 Q4 | Jan 2, 2026 |
Royce Investment Partners Small Cap Francis Gannon
|
View | AI, Small Caps, Infrastructure Spending, Biotechnology | - | AI, Biotechnology, Capex, earnings, Micro-caps, Russell 2000, small caps, Valuations |
| 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 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 9, 2026 |
Moneta Group Investment Advisors, LLC Aoifinn Devitt
|
View | Gold, Diversification, Small Caps, Infrastructure, Silver | 000660.KS, 005930.KS | diversification, Fed policy, fixed income, geopolitics, infrastructure, international, Precious Metals, small caps |
| 2025 Q4 | Feb 25, 2026 |
SouthernSun Small Cap Michael Cook
|
View | AI, Energy, Small Caps | AEIS, BOOT, CSW, CXT, DAR, DORM, DY, EXTR, KAI, LPX, TKR, USPH | AI, energy, fundamentals, risk, small caps, valuation, value |
| 2025 Q4 | Jan 13, 2026 |
DKAM Donville Kent Asset Management J.P. Donville
|
View | Value, Small Caps, LNG | CIGI.TO, CPH.TO, E.TO, GSY.TO, MDA.TO, PNG.TO, PRL.TO, VHI.TO, ZDC.TO | Canada, Corrections, earnings, LNG, small caps, technology, value |
| 2025 Q4 | Jan 18, 2026 |
Minot Light Capital Partners Tom Wetherald
|
View | Small Caps, Momentum, Volatility | ARQ, CBLL, CLPT, CURV, KRMD, LAKE, LUCD, MAMA, MRVI, NEOG, OM, OWLT, REAL, RXST, RZLT, SWAG, XOMA | Biotech, growth, momentum, Process, small caps, value, volatility |
| 2025 Q4 | Jan 29, 2026 |
Pzena Global Small Cap Focused Value Evan D. Fox
|
View | Value, Small Caps | 240810.KS, 9065.T, AAP, ADNT, BIRG.L, BPE.MI, MRC, NOKBF, RCO.PA, REZI, SCS, ST, TEP.PA, TPK.L, UMI.BR, UNI.MC, WGO | consumer discretionary, financials, global, small cap, underperformance, valuation, value |
| 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 12, 2026 |
Summers Value Fund Andrew Summers
|
View | Healthcare, Value, Small Caps | CCSI, DPLO, ELMD, ENDP, NVO | concentrated, healthcare, long-term, small caps, special situations, 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 | Jan 26, 2026 |
Cambiar SMID Fund Ania A. Aldrich
|
View | AI, Value, Small Caps, Credit Stress | ACVA, ALGN, BOKF, COO, EEFT, FNF, GOOGL, JBHT, LAZ, MAS, NVDA, WFC, WSC | AI, Credit Stress, financials, healthcare, Quality, small caps, value |
| 2025 Q4 | Jan 20, 2026 |
Pernas Research Deiya Pernas
|
View | AI, Defense, Small Caps | ADBE, APLD, CARD.L, CELH, META, NKE, PSFE, SEMR, STX | AI, defense, Mean reversion, small caps, 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 14, 2026 |
Driehaus Micro Cap Growth Strategy Jeffrey James
|
View | AI, Energy Transition, Small Caps, Data Centers, Technology, Critical Minerals | CRNX, EOSE, IAG, PRAX, WULF | AI, earnings, energy, growth, healthcare, materials, Micro Cap, small caps |
| 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 | 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 12, 2026 |
Heartland Value Fund Will Nasgovitz
|
View | Rates, Value, Small Caps | ALEX, CMCO, ITGR | fundamentals, rates, Russell 2000, small caps, Takeouts, value |
| 2025 Q4 | Jan 18, 2026 |
Distillate Capital Large Cap Value Thomas Cole
|
View | Value, Valuation, Small Caps | 000660.KS, 005930.KS, BMY, CAH, CSCO, ELV, FFIV, FI, HCA, JBHT, JNJ, LOW, MO, MPC, MRK, REGN, TEL, TMUS, UBER, VST | FCF, fundamentals, international, Quality, rebalancing, small caps, valuation, value |
| 2025 Q4 | Jan 29, 2026 |
abrdn U.S. Small Cap Equity Fund Christopher Colarik
|
View | Small Caps, Data Centers, Onshoring, Infrastructure Spending | ARCB, ARQT, ATEC, ATZ.TO, AZZ, CARG, CORT, ELF, HLIO, ITGR, LRN, LZB, OSW, PI, REVG, SUPN, TRNO, VIAV | healthcare, industrials, infrastructure, Quality, small caps, technology |
| 2025 Q4 | Jan 28, 2026 |
Kennedy Capital Small Cap Growth Fund Jean Barnard
|
View | AI, Small Caps | - | AI, healthcare, M&A, semiconductors, small caps, technology, value |
| 2025 Q4 | Jan 6, 2026 |
Regency Wealth Management Timothy Parker
|
View | Gold, Rates, Small Caps | - | Currency, diversification, Federal Reserve, gold, international, small caps, 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 | Jan 23, 2026 |
Olesen Value Fund Christian Olesen
|
View | Value, Small Caps | JPM, MN, VTU.L | contrarian, global, Long-only, Micro Cap, small caps, value |
| 2025 Q4 | Jan 14, 2026 |
Miller Value Partners Deep Value Strategies Daniel Lysik
|
View | Crypto, Small Caps, Rates, Liquidity | BTC-USD, STGY | Bitcoin, Economic Growth, Fed, liquidity, monetary policy, rates, small caps, value |
| 2025 Q4 | Mar 1, 2026 |
River Oaks Capital Whit Huguley
|
View | Value, Small Caps, Buybacks, Specialty Chemicals, Building Materials Retail | ACNT, BFCC, BILD.TO, BOC, CRMT, CZBS, DR.TO, FTLF, GFP, HAYPP, IVFH, OMCC, RRR.UN, RWAY, SRBK, TRUX | Banking, Buybacks, Consolidation, Flooring, small cap, Specialty Chemicals, undervalued, value |
| 2025 Q4 | Jan 14, 2026 | View | Value, Small Caps, Specialty Retail | FSV.TO, GYM.TO, RCH.TO, SVI.TO, TVK.TO | Canada, Pharmaceuticals, real estate, retail, small caps, value | |
| 2025 Q4 | Jan 18, 2026 |
Mairs & Power – Small Cap Fund Andrew R. Adams
|
View | AI, Rates, Small Caps | ABT, AIR, BSY, CASY, CVRX, EXAS, INSP, KNF, MEDP, MGPI, NVT, WK | AI, earnings, healthcare, rates, small caps, technology, Valuations |
| 2025 Q4 | Jan 29, 2026 |
FPA Crescent Fund Mark Landecker
|
View | AI, Value, Small Caps | ADI, AMZN, AVTR, BDX, C, CHTR, CMCSA, CRM, GOOGL, HEIA.AS, IFF, JEF, KMX, META, MSFT, NOW, NTDOY, ORCL, SAF.PA, SAP, SNOW, TEL, WDAY | AI, global, healthcare, Quality, small caps, technology, value |
| 2025 Q4 | Feb 10, 2026 |
Source Capital Mark Landecker
|
View | Private Credit, Value, Small Caps, Credit Stress | ADI, CRM, GOOGL, IFF, META, MSFT, MTN, NOW, NTDOY, ORCL, SAF.PA, SAP, SNOW, TEL, WDAY | Balanced, credit, private credit, Quality, small caps, value |
| 2025 Q4 | Jan 8, 2026 |
Oujo Wealth Strategies Jason Gordon
|
View | Dividends, Growth, Small Caps | - | asset allocation, dividends, Fed policy, fixed income, growth, rebalancing, small caps, valuation |
| 2025 Q4 | Jan 18, 2026 |
Vulcan Value Partners – Large Cap C.T. Fitzpatrick
|
View | AI, Value, Small Caps, Buybacks | CBRE, CRM, CSGP, EVER, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RI.PA, RYAN, SSNC, STLA, SW, SWKS, TRU, UNH | AI, Buybacks, healthcare, insurance, small caps, technology, value |
| 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 | Feb 2, 2026 |
Sohra Peak Capital Partners Jonathan Cukierwar
|
View | Small Caps | DBO.TO | Concentration, global, long-term, Micro-Cap, small caps, value |
| 2025 Q4 | Jan 3, 2026 |
Protean Small Cap Carl Gustafsson
|
View | Small Caps, Forest Products, Nordics | ADDV.ST, AFRY.ST, ASMO.PA, BOULE.ST, CLAS-B.ST, EQT.ST, HOLMEN-B.ST, ITAB.ST, LINDEX.ST, MAERSK-B.CO, NILFSK.CO, PEXIP.OL, REJL.ST, RUSTA.ST, SINCH.ST, STO.ST, UPM.HE | active management, Forest Products, IPO, Nordics, Outperformance, small caps |
| 2025 Q4 | Jan 15, 2026 | View | AI, Small Caps, Capital Markets, Technology | BE, BETA, BHVN, DUOL, DYN, ELF, GKOS, IBP, INSM, LRN, NVS, PEN, PTGX, QLYS, RBC, SGRY, SSD, TREX, VRNS, WIX | active management, AI, Biotechnology, Capital markets, earnings, growth, small cap, Valuations | |
| 2025 Q4 | Jan 14, 2026 |
Driehaus Small/Mid Cap Growth Fund Jeffrey James
|
View | AI, Energy, Small Caps, Data Centers, Technology | CRNX, CVNA, GH, NTRA, PWR, XBI | AI, Biotechnology, energy, growth, healthcare, industrials, small caps, technology |
| 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 | 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 12, 2026 |
Heartland Value Plus Fund Bradford Evans
|
View | Value, Dividends, Small Caps, Buybacks, Advertising, Materials | BLDR, LAMR, WCC | Advertising, Buybacks, dividends, industrials, real estate, small caps, value |
| 2025 Q4 | Jan 2, 2026 |
Diranko Capital David Diranko
|
View | Value, Small Caps | CSU.TO, ERD.NZ, MAT.NZ | Cyclical, deep value, growth, Microcaps, small caps, special situations, Telematics, value |
| 2025 Q3 | Oct 9, 2025 | View | AI, Healthcare, Defense, Growth, Small Caps | CLBT, CRDO, KTOS, RNA | Artificial Intelligence, defense, growth, healthcare, small caps | |
| 2025 Q3 | Oct 24, 2025 |
NCG Micro Cap Growth Strategy Tom Press
|
View | AI, Small Caps | - | AI Infrastructure, industrials, Micro Caps, Rate Cuts, semiconductors |
| 2025 Q3 | Oct 3, 2025 |
Smallvalue David Pintado
|
View | Gold, Value, Small Caps | CALT IM, HP3A GR, ORS IM, SL IM | Europe, gold, management, small caps, value |
| 2025 Q3 | Oct 21, 2025 |
Brandes Small Cap Value Fund Bryan Barrett
|
View | Healthcare, Industrials, Small Caps | GLOB, PBH | digital transformation, Health Care, industrials, small caps, value |
| 2025 Q3 | Oct 31, 2025 |
Bailard Small Cap Value Strategy Thomas J.Mudge
|
View | Small Caps | - | Earnings Quality, Esg, Factor Investing, Meme Stocks, Microcaps |
| 2025 Q3 | Oct 15, 2025 |
Lord Abbett Developing Growth Fund F. Thomas O'Halloran
|
View | AI, Innovation, Small Caps | - | Artificial Intelligence, Growth Equities, innovation, semiconductors, small caps |
| 2025 Q3 | Oct 24, 2025 |
Curreen Capital Christian Ryther
|
View | Small Caps, Health Care | AAP, CACC, EHAB, ENR GR, FTDR, FTRE, GETB LN, KTB, PLX FP, THNC CN, VFC | cash flow, Health Care, small caps, turnaround, value |
| 2025 Q3 | Oct 14, 2025 |
Aristotle Small/Mid Cap Equity Dave Adams
|
View | Small Caps, AI Exposure, U.S. Growth | AGI CN, CIEN, COLB, HAE, HGV, JHX, MTSI, PNW, PRMB, SCI, WTRG | Artificial Intelligence, M&A, Manufacturing, small caps, Utilities |
| 2025 Q3 | Oct 29, 2025 |
Olesen Value Fund Christian Olesen
|
View | Special Situations, Value, Small Caps, Contrarian, Arbitrage | JPM, MN, VTU, WHZT | arbitrage, contrarian, small caps, special situations, Value Investing |
| 2025 Q3 | Oct 22, 2025 |
Alluvial Capital Management Dave Waters
|
View | Small Caps, Infrastructure | CBL, FTLF, MCB LN, NLOP, NWLM, PHIL, PKST, UD IM, ZEG LN | Europe, infrastructure, real assets, small caps, value |
| 2025 Q3 | Nov 24, 2025 |
Long Cast Advisers Avram Fisher
|
View | Small Caps | MTRX, PDEX, PESI, QRHC, RSSS | Compounding, industrials, Inefficiency, SmallCaps, valuation |
| 2025 Q3 | Oct 19, 2025 |
American Century Small Cap Value Fund Rajesh Gandhi
|
View | Financials, Consumer, Small Caps | ACGL, ASH, AXS, BBWI, VC | consumer, financials, industrials, small caps, Value Investing |
| 2025 Q3 | Oct 30, 2025 |
Greystone Capital Adam Wilk
|
View | Value, Small Caps | IVFH, SYZ CN | fundamentals, Market Rotation, Quality, small caps, Value Investing |
| 2025 Q3 | Oct 16, 2025 |
Riverwater Partners Small Cap Strategy Adam Peck
|
View | AI, Small Caps | BDC, CROX, DGII, HAE, IRDM, MOD, PFS, PLMR, PLPC, UEC, VSTS, WOR | Artificial Intelligence, Energy Transition, industrials, small caps, uranium |
| 2025 Q3 | Oct 15, 2025 |
Royce Investment Partners Small Cap Francis Gannon
|
View | Small Caps, Infrastructure, Industrial Recovery | - | Artificial Intelligence, industrials, Manufacturing, reindustrialization, small caps |
| 2025 Q3 | Oct 24, 2025 |
NCG Small Cap Growth Strategy Tom Press
|
View | Industrials, Small Caps | - | industrials, Rare Earths, Rate Cuts, semiconductors, small caps |
| 2025 Q3 | Oct 6, 2025 |
HalvioCapital Anthony
|
View | Value, Small Caps, Japan | CPH CN, FILA IM, MCCK, NLOP | Buybacks, Japan, Pharmaceuticals, REITs, small caps |
| 2025 Q3 | Oct 21, 2025 |
Artisan Partners Small Cap Fund Craigh Cepukenas
|
View | AI, Healthcare, Small Caps | 4350 JP, ALAB, ASND, CGNX, CWAN, IBP, INSM, LOAR, LSCC, MDGL, MOD, MTSI, SN, WAY, WING | AI, Biotech, Health Care, industrials, small caps |
| 2025 Q3 | Nov 4, 2025 |
Aristotle Small Cap Equity Fund Dave Adams
|
View | Small Caps | ALE, AZEK, COLB, CRI, DLB, FLWS, HAE, HGV, JHX, KNX, MRCY, MTSI, OGS, REI, RRC, SUPN, WNC | consumer, industrials, Recovery, small caps, valuation |
| 2025 Q3 | Oct 15, 2025 |
Longleaf Partners Small-Cap Fund Ross Glotzbach
|
View | Value, Small Caps | CLW, CNX, CUERVO* MM, GHC, GRUMAB MM, MAT, OSCR, PCH, RYN, TRIP, WTM | Compounding, free cash flow, Share repurchase, small caps, Value Investing |
| 2025 Q3 | Oct 24, 2025 |
Carillon Eagle Small Cap Growth Fund Eric Mintz
|
View | AI, Small Caps, Cyclicals | BRBR, LNTH, MMSI, MNDY, PI, POWL, PRM, RMBS, SHAK, ZWS | AI, cyclicals, energy, industrials, small caps |
| 2025 Q3 | Oct 14, 2025 |
Lakehouse Small Companies Fund Donny Buchanan
|
View | Private Credit, Small Caps, SaaS Platforms | SDR AU | Australia, private credit, SaaS, small caps, technology |
| 2025 Q3 | Oct 9, 2025 |
Heartland Value Fund Will Nasgovitz
|
View | Turnaround, Value, Small Caps, M&A, Food | CVGW, PBPB, XRAY | Food, Mergers and acquisitions, small caps, turnaround, Value Investing |
| 2025 Q3 | Oct 24, 2025 |
Wasatch Long/Short Alpha Fund Mick Rasmussen
|
View | AI, Small Caps | FN, FOUR, FRPT, INSP, MEDP, OPEN, SG | AI, Quality, Shorting, small caps, Speculation |
| 2025 Q3 | Nov 11, 2025 |
Prosper Stars & Stripes Christopher Hillary
|
View | Small Caps | ARX, BRBR, GDYN, KLG, PKE, TATT | cyclicals, earnings, Recovery, small caps, Valuations |
| 2025 Q3 | Oct 29, 2025 |
Hurdle Rate Tristan Waine
|
View | Financials, Industrials, Small Caps | - | Consolidation, financials, industrials, profitability, small caps |
| 2025 Q3 | Oct 21, 2025 |
TAMIM Fund Australia Small Cap Income Ron Shamgar
|
View | AI, Small Caps, Infrastructure | BVS AU, EHL AU, SYL AU | AI, Construction, infrastructure, small caps, software |
| 2025 Q3 | Oct 28, 2025 |
Hotchkis & Wiley Small Cap Value Fund Jim Miles
|
View | Value, Small Caps | - | inflation, interest rates, Quality, small caps, Value Investing |
| 2025 Q3 | Oct 15, 2025 |
Ariel Focus Fund Charles K. Bobrinskoy
|
View | AI, Value, Small Caps | AJG, B, FI, MOS, PBH, REZI, SLB, ZIMV | Artificial Intelligence, Fintech, gold, small caps, Value rotation |
| 2025 Q3 | Oct 15, 2025 |
Miller Value Partners Deep Value Strategies Daniel Lysik
|
View | Value, Small Caps | BFH, NBR | deep value, small caps, Technology Bubble, Turnarounds, Value Investing |
| 2025 Q3 | Oct 24, 2025 |
Meridian Small Cap Growth Fund Chad Meade
|
View | Small Caps | ALIT, CCSI, KEX, SPT, TPB, ZBIO | capital goods, healthcare, semiconductors, small caps, valuation |
| 2025 Q3 | Oct 1, 2025 |
Glenmede Investment Management LP Jordan Irving
|
View | Small Caps, Trade, Rates | - | Capex, Dollar, Fed Cuts, small caps, tariffs |
| 2025 Q3 | Oct 21, 2025 |
Alger Weatherbie Specialized Growth Fund H. George Dai
|
View | AI, Cloud, Small Caps | AORT, PI, PLMR, SMTC, SPSC, VRTX | AI, Automation, Cloud, Digitization, small caps |
| 2025 Q3 | Oct 31, 2025 | View | AI, Small Caps | BE, CLF, GRND, PRIM, UEC | AI, earnings, Rate Cuts, Small Cap Equities, technology | |
| 2025 Q3 | Oct 20, 2025 |
Arquitos Capital Management Steven L. Kiel
|
View | Special Situations, Small Caps, Technology | ENDI, FNCH, LQDA | Biotechnology, FDA, healthcare, Litigation, small caps |
| 2025 Q3 | Oct 28, 2025 |
abrdn International Small Cap Fund Kirsty Desson
|
View | AI, Small Caps | - | Artificial Intelligence, Data centers, Global Trade, Growth Investing, small caps |
| 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 | Oct 9, 2025 |
Heartland Value Plus Fund Bradford Evans
|
View | Dividends, Valuation, Small Caps, Earnings, Self-Help | BRC, MTRN, PBH, PHIN | Buybacks, dividends, earnings growth, small caps, valuation |
| 2025 Q3 | Oct 20, 2025 |
Templeton & Phillips Capital Management Lauren C. Templeton
|
View | AI, Small Caps | - | AI, Capex, energy, industrials, small caps |
| 2025 Q3 | Oct 1, 2025 |
Protean Small Cap Carl Gustafsson
|
View | Industrials, Small Caps, Real Estate | 4KK1 GR, EAST SS, GRNG SS, HLUNB DC | industrials, Nordic, real estate, small caps, valuation |
| 2025 Q3 | Oct 16, 2025 |
Pender Small Cap Opportunities Fund David Barr
|
View | Defense, Small Caps | DNTL, PNG CN | defense, M&A, Robotics, small caps, valuation |
| 2025 Q3 | Oct 28, 2025 |
Canopy Global Small & Mid Cap Fund Jack McManus
|
View | Innovation, Small Caps | MEDP, TREX | Biotech, healthcare, innovation, Quality, small caps |
| 2025 Q3 | Oct 15, 2025 |
Ariel Fund John W. Rogers
|
View | AI, Small Caps, Media | MANU, MAT, PBH, PSKY, REZI, SPHR | Artificial Intelligence, Media, small caps, Smart homes, Value rotation |
| 2025 Q3 | Oct 14, 2025 |
Madison Small Cap Fund Faraz Farzam
|
View | AI, Small Caps, Industrial Recovery | CIEN, CRL, CSL, EXP, GMS, HXL, SAIA, SHAK, SMPL | aerospace, Artificial Intelligence, Construction, industrials, small caps |
| 2025 Q3 | Oct 24, 2025 |
Mairs & Power – Small Cap Fund Andrew R. Adams
|
View | AI, Small Caps, Infrastructure | AZEK, INSP, MEDP, PATK | AI, Housing, infrastructure, small caps, valuation |
| 2025 Q3 | Dec 2, 2025 |
Atai Capital Management Brandon Daniel
|
View | Small Caps | BKTI | management, Margins, pricingpower, SmallCaps, turnaround |
| 2025 Q3 | Oct 7, 2025 |
Palm Valley Capital Management Jayme Wiggins
|
View | AI, Valuation, Small Caps, Discipline, Risk | AVA, DOX, EA, FLO, LKQ, PSLV, RHI, SEB, TFX | Artificial Intelligence, Discipline, risk management, small caps, valuation |
| 2025 Q3 | Oct 22, 2025 |
Optimist Fund Jordan McNamee
|
View | AI, Growth, Small Caps | CVNA, FVRR, HFG GR, MEDP, MNDY, RVLV, TDUP, W | AI, Consumer cyclicals, E-Commerce, growth, small caps |
| 2025 Q3 | Nov 5, 2025 |
1290 Essex Small Cap Growth Fund Nancy Prial
|
View | Small Caps | - | AI, Healthcare Innovation, infrastructure, reshoring, small caps |
| 2025 Q3 | Oct 19, 2025 |
Minot Light Capital Partners Tom Wetherald
|
View | Healthcare, Consumer, Small Caps | ARQ, CLPT, CURV, LGCY, LUCD, REAL, SWAG | Biotech, Consumer Stocks, Growth Investing, Life Sciences, small caps |
| 2025 Q3 | Oct 28, 2025 |
abrdn U.S. Small Cap Equity Fund Christopher Colarik
|
View | Innovation, Tariffs, Small Caps | - | infrastructure, innovation, reshoring, small caps, tariffs |
| 2025 Q3 | Oct 16, 2025 |
White Brook Capital Basil F. Alsikafi
|
View | AI, Valuation, Small Caps | TGT, TTSH | Artificial Intelligence, Housing, Market Bubble, small caps, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Ennismore European Smaller Companies Fund Margaret Webb
|
View | Value, Industrials, Small Caps, Compounding, Europe | HWDN LN | Compounding, Europe, industrials, small caps, Value Investing |
| 2025 Q3 | Oct 24, 2025 |
Pzena Global Small Cap Focused Value Evan D. Fox
|
View | Small Caps | 1910 HK, AAP, HAS LN, OEC, RCO FP, REZI | consumer, cyclicals, small caps, tariffs, value |
| 2025 Q3 | Oct 2, 2025 |
Night Watch Investment Management Roderick van Zuylen
|
View | Healthcare, Value, Small Caps, Japan | 5842 JP, BKD, WDC | healthcare, Japan, private equity, small caps, value |
| 2025 Q3 | Oct 21, 2025 |
Deep Sail Capital Partners Sean Westropp
|
View | Defense, Small Caps, Health Tech | CLPT, NURS CN, PNG CN | AI, defense, Robotics, small caps, Telehealth |
| 2025 Q3 | Dec 9, 2025 |
Crossroads Capital Ryan O'Connor
|
View | Small Caps | - | Concentrated Portfolio, Event-Driven, Options Hedging, Small Cap Value, special situations |
| 2025 Q3 | Oct 15, 2025 |
Ariel Small Cap Value Strategy John Rogers
|
View | Small Caps, Cyclicals | BCO, KMT, MAT, PBH, REZI, SPHR, ZBRA | consumer, cyclicals, industrials, small caps, valuation |
| 2025 Q3 | Oct 14, 2025 |
FMI Small Cap Equity Jonathan T. Bloom
|
View | Valuation, Small Caps, Industrial Recovery | OMF | financials, industrials, inflation, small caps, valuation |
| 2025 Q3 | Oct 24, 2025 |
Diamond Hill Small Cap Fund Chris Welch
|
View | AI, Energy, Small Caps | DCO, FIP, LEU, MLAB, RRR, TFIN | AI, defense, energy, small caps, tariffs |
| 2025 Q3 | Oct 7, 2025 |
1 Main Capital Yaron Naymark
|
View | Value, Small Caps, Cyclicals, Discipline, Logistics | RLGT | cyclicals, Freight, Logistics, small caps, Value Investing |
| 2025 Q3 | Oct 24, 2025 |
Mindset Value Fund Aaron Edelheit
|
View | Small Caps, Cannabis, Reform | VREO CN | Cannabis, Hemp, Legalization, Reform, small caps |
| 2025 Q3 | Nov 8, 2025 |
Cullen Small Cap Value Fund James Cullen
|
View | Small Caps | AVNT, ECVT, KWR, STR, UIS | cyclicals, Manufacturing, Rate Cuts, small caps, Valuations |
| 2025 Q3 | Oct 30, 2025 |
Maran Capital Management Dan Roller
|
View | Value, Small Caps | - | catalysts, contrarian, fundamentals, small caps, Value Investing |
| 2025 Q3 | Oct 16, 2025 |
Riverwater Micro Opportunities Strategy Adam Peck
|
View | Small Caps, Nuclear | ALLT, ARIS, AVBC, AVD, CCB, DCTH, IRMD, MEC, UROY | financials, industrials, Nuclear Energy, small caps, uranium |
| 2025 Q2 | Jul 10, 2025 |
Headwaters Capital Management, LLC Christopher Godfrey
|
View | Small Caps, Rotation | GMED, TECH, TMDX | AI, Rotation, small caps, valuation |
| 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 | Jul 17, 2025 |
Oakmark Fund- International Small Cap David G. Herro
|
View | Value, International, Small Caps | 139130 KS, 9962 JP, ALI PM, AMP IM, BAKKA NO, JEN GR, TMV GR | international, Opportunities, small caps, value |
| 2025 Q2 | Jul 22, 2025 | View | Growth, International, Small Caps | 3697 JP, 4527 JP, ATE FP, CYBR, GLOB, REY IM | growth, international, moats, small caps | |
| 2025 Q2 | Jun 30, 2025 |
Signia Capital Management Richard Beaven
|
View | Small Caps | TGB, VPG | catalysts, earnings, Rotation, SmallCaps, valuation |
| 2025 Q2 | Jul 27, 2025 |
1290 Essex Small Cap Growth Fund Nancy Prial
|
View | Small Caps, Growth Investing | - | growth, healthcare, small caps, technology |
| 2025 Q2 | Jul 1, 2025 | View | Small Caps | ATS CN, DFY CN, EQB CN, GRGD CN | Automation, Canada, insurance, Logistics, SmallCaps | |
| 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 | Aug 7, 2025 |
NCG SMID Cap Growth Strategy Tom Press
|
View | Growth, Small Caps | - | consumer, growth, small caps, technology, valuation |
| 2025 Q1 | May 12, 2025 | View | Small Caps | AND CN, ATZ CN, TVK CN | Canada, Logistics, SmallCaps, takeover, valuation | |
| 2025 Q1 | Apr 30, 2025 |
Minot Light Capital Partners Tom Wetherald
|
View | Healthcare, Consumer, Small Caps | CYRX | Biotech, Consumer Stocks, Growth Investing, Life Sciences, small caps |
| 2023 Q4 | Jan 29, 2024 | View | Small Caps | ATZ CN | Canada, CashFlow, Compounding, Quality, SmallCaps | |
| 2023 Q4 | Jan 29, 2024 |
Langdon Global Smaller Companies Greg Dean
|
View | Small Caps | - | CashFlow, management, Resilience, SmallCaps, valuecreation |