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Small Caps
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 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 |
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 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 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 | 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 |
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 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 | 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 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 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 29, 2026 |
Hotchkis & Wiley Small Cap Value Fund Jim Miles
|
View | Value, Small Caps, Risk Appetite | HWSAX, HWSCX, HWSIX, HWSZX | Correction, fundamentals, profitability, Quality, Russell 2000, small caps, Speculation, value |
| 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 |
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 | 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 12, 2026 | View | AI, Quality, Small Caps, Technology | META, NFLX | AI, Biotech, growth, healthcare, Quality, small caps, technology, value | |
| 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 | 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 | 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 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 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 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 | 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 |
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 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 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 |
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 | 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 | 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 | 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 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 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 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 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 | 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 | 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 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 | 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 |
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 | 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 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 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 | 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 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 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 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 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 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 | 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 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 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 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 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 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 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 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 | 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 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 | 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 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 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 | 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 |
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 | 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 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 |
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 | 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 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 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 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 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 |
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 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 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 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 | SPX | AI, Capex, Employment, Fed, productivity, rates, small caps |
| 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 | 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 29, 2026 |
Invenomic Fund Ali Motamed
|
View | Value, Small Caps, Momentum | BIVIX | Equity, Factor, Long/Short, momentum, small caps, 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 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 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 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 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 | 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 Q3 | Nov 11, 2025 |
Prosper Stars & Stripes Christopher Hillary
|
View | AI, Small Caps, GLP1, Defense Spending, Aerospace | AGYS, BRBR, GDYN, JACK, KLG, PKE, RAL, TATT, TRNS | aerospace, AI, defense, healthcare, Long/Short, small caps, technology |
| 2025 Q3 | Oct 9, 2025 |
Forager Australian Shares Fund Steve Johnson
|
View | Gold, Value, Small Caps, Japan | 4194.T, 5038.T, BVS.AX, CAT.AX, CCL.AX, CLH, CRH, CTD.AX, FI, FIX, HPG.AX, IEL.AX, INCH.L, INGA.AS, LLOY.L, MTX.DE, NUTX, PPE.AX, TSCO.L, ZEG.L | Australia, Discipline, gold, Japan, small caps, value |
| 2025 Q3 | Oct 22, 2025 |
Focus Wealth Management Jeff Hales
|
View | AI, Valuations, Small Caps, Risk Appetite | 3350.T, AAPL, GOOGL, META, MSTR, NVDA, SMLR | AI, Concentration, Exuberance, Late-cycle, risk, small caps, technology, Valuations |
| 2025 Q3 | Oct 31, 2025 |
Fawkes Capital Fund Xinyu Ru
|
View | AI, Energy Transition, Small Caps, Semiconductor Cycle | 000660.KS, AGX, BE, CAT, GOOGL, LBRT, WDC | AI, Bubble, energy, infrastructure, Power, semiconductors, small caps, technology |
| 2025 Q3 | Sep 30, 2025 |
Peapack Private Matthew P.Remo
|
View | AI, Rates, Inflation, Small Caps, Trade Policy | AAPL, AMZN, GOOGL, META, MSFT, NVDA, ORCL | AI, inflation, monetary policy, productivity, rates, small caps, technology, Trade Policy |
| 2025 Q3 | Oct 16, 2025 |
White Brook Capital Basil F. Alsikafi
|
View | AI, Value, Small Caps, Homebuilders | AMS, BLDR, BOF, CCLDO, CVEO, FND, GOOG, INFU, JAKK, MSFT, NVDA, PAYS, PTLO, QIPT, RGTI, RPID, TGT, TSM, TTSH | AI, Bubble, cash flow, growth, Homebuilders, small caps, value |
| 2025 Q3 | Oct 28, 2025 |
abrdn U.S. Small Cap Equity Fund Christopher Colarik
|
View | Defense, Small Caps, Onshoring, Infrastructure Spending, Biotechnology | ANIP, DCO, EAT, FIVN, GPK, IAS, KBH, KN, KNSA, LGND, MTRN, NOG, QTWO, SMRT, SNEX, VERX, VIAV, WNS | Biotechnology, defense, infrastructure, Onshoring, Quality, small caps, US |
| 2025 Q3 | Oct 14, 2025 |
Pzena Investment Management Daniel L. Babkes
|
View | AI, Value, Small Caps | 005930.KS, AAPL, AMZN, BABA, BAX, BIDU, CHTR, GOOGL, LKQ, META, MSFT, NVDA, SCS, SHEL, SPB, TEP.PA, TSLA, TSM, WIZZ.L, WNS | AI, global, Outperformance, portfolios, small caps, value |
| 2025 Q3 | Oct 24, 2025 |
NCG Large Cap Growth Strategy Tom Press
|
View | AI, Rates, Small Caps, Infrastructure Spending | AAPL, APP, ARM, CRM, CYBR, GEV, HOOD, INSM, ISRG, MDB, NFLX, NOW, NVDA, ORCL, PGR, TEAM, TOST, TYL | AI, growth, infrastructure, Quality, rates, small caps, technology |
| 2025 Q3 | Nov 8, 2025 |
Cullen Small Cap Value Fund James Cullen
|
View | Rates, Value, Small Caps, Mortgage, Regional Banks, Commercial Real Estate | AVNT, CROX, ECVT, HUN, KWR, STR, UA, UIS, VAC | financials, Mortgage, rates, real estate, Regional Banks, small caps, value |
| 2025 Q3 | Oct 7, 2025 |
1 Main Capital Yaron Naymark
|
View | Value, Small Caps, Logistics | BFIT.AS, DNTL.TO, IWG.L, KKR, LMB, MBUU, MCFT, RICK, RLGT | Capital Allocation, Concentration, cyclicals, fundamentals, Logistics, small caps, value |
| 2025 Q3 | Oct 20, 2025 |
Invesco Small Cap Value Fund Jonathan Edwards
|
View | AI, Value, Small Caps | AL, COHR, DAVA.L, ENTG, EPAM, EWBC, GL, GLOB, HBM.TO, HOLX, LITE, MOH, MP, NRG, PAAS, PNFP, RMBS, SAIA, TEX, WAL, WBS | AI, energy, healthcare, Intrinsic Value, materials, small caps, Transportation, value |
| 2025 Q3 | Nov 5, 2025 |
Capital Advisors Zachary Abrams
|
View | AI, Rates, Value, Small Caps | NVDA | AI, Dollar, emerging markets, Fed Cuts, rates, small caps, technology, value |
| 2025 Q3 | Oct 17, 2025 |
Hosking Partners Steve Chambers
|
View | AI, China, Value, Small Caps, Japan, Platinum Group Metals | 0700.HK, BABA, BAC, BTU, C, CFG, CRDA.L, DGE.L, FCX, HBAN, JEF, KWR, LXS.DE, LYB, NVDA, PNC, RCO.PA, RI.PA, SYNT.L, WFC | AI, broadening, Capital Cycle, China, Japan, Mining, small caps, value |
| 2025 Q3 | Oct 30, 2025 |
Greystone Capital Adam Wilk
|
View | Value, Small Caps | APG, BELFB, DR.TO, IVFH, KITS, NRP, SYZLF | Concentration, fundamentals, Quality, small caps, value |
| 2025 Q3 | Dec 2, 2025 |
Atai Capital Management Brandon Daniel
|
View | Defense, Small Caps | ALOT, BELFA, BKTI, MSI, TP | concentrated, defense, Microcap, small caps, technology, value |
| 2025 Q3 | Oct 13, 2025 |
Conestoga Small Cap Composite Joe Monahan
|
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 24, 2025 |
Diamond Hill Small Cap Fund Chris Welch
|
View | AI, Defense, Small Caps, Nuclear | COOP, DCO, FIP, HURC, LEU, MLAB, OEC, RHP, RRR, TFIN, USLM | AI, defense, nuclear, Quality, small caps, value |
| 2025 Q3 | Oct 9, 2025 |
Forager International Shares Fund Steve Johnson
|
View | Gold, Value, Small Caps, Japan | 4194.T, 5038.T, BVS.AX, CAT.AX, CCL.AX, CLH, CRH, CSL.AX, CTD.AX, DMP.AX, EML.AX, FI, FIX, GTK.AX, HPG.AX, IEL.AX, INCH.L, INGA.AS, JHX.AX, LLOY.L, MTX.DE, NUTX, PPE.AX, PPS.AX, REH.AX, RUL.AX, TSCO.L, TSLA, ZEG.L | Australia, Discipline, gold, Japan, small caps, value |
| 2025 Q3 | Oct 21, 2025 |
Brandes Small Cap Value Fund Bryan Barrett
|
View | AI, Value, Small Caps | AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF | healthcare, industrials, positioning, small caps, technology, underperformance, value |
| 2025 Q3 | Oct 20, 2025 |
Immersion Investment Partners David Polansky
|
View | Small Caps, Food, Beverages | CELH, MAMA, PBPB, RDVT | Acquisitions, Beverages, Distribution, Food, growth, small caps, value |
| 2025 Q3 | Oct 20, 2025 |
Hood River Capital – Small Cap Growth Fund Brian Smoluch
|
View | AI, Semiconductors, Small Caps, Drones | - | AI, Drones, growth, infrastructure, semiconductors, small caps, technology, Valuations |
| 2025 Q3 | Oct 15, 2025 |
Ariel Appreciation Fund John W. Rogers
|
View | Value, Small Caps, Entertainment | FI, GS, KMX, KN, MAT, PBH, PSKY, REZI, SPHR | consumer, Entertainment, financials, mid cap, small caps, technology, value |
| 2025 Q3 | Oct 30, 2025 |
SouthernSun Small Cap Michael Cook
|
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 14, 2025 |
Driehaus Micro Cap Growth Strategy Jeffrey James
|
View | AI, Semiconductors, Energy Transition, Small Caps, Data Centers | EOSE, LEU, PRCH, RSI, WULF | AI, Data centers, energy, growth, industrials, Micro Cap, small caps, technology |
| 2025 Q3 | Oct 24, 2025 |
NCG SMID Cap Growth Strategy Tom Press
|
View | AI, Small Caps, Infrastructure Spending, Critical Minerals | AAON, ADMA, AEHR, APLD, AVAV, BE, CDNA, FROG, KVYO, LEU, MIRM, MP, PAR, PGY, PI, PL, PRCH, SPRY, STRL, TOL, XMTR | AI, earnings, growth, industrials, infrastructure, Rate Cuts, small caps, technology |
| 2025 Q3 | Nov 11, 2025 |
Northern Small Cap Value Fund Michael Hunstad
|
View | Value, Small Caps | - | financials, healthcare, materials, Russell 2000, small cap, value |
| 2025 Q3 | Oct 29, 2025 |
Olesen Value Fund Christian Olesen
|
View | Value, Small Caps | CAMB.L, JPM, MN, VTU.L | concentrated, contrarian, global, Long-only, small caps, value |
| 2025 Q3 | Oct 21, 2025 |
TAMIM Fund Australia Small Cap Income Ron Shamgar
|
View | AI, Rates, Small Caps | BVS.AX, EHL.AX, SYL.AX | AI, Australia, Bull Market, interest rates, Outperformance, small caps |
| 2025 Q3 | Oct 16, 2025 |
Distillate Capital Small/Mid Cap Quality & Value Thomas Cole
|
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 |
Grandeur Peak Emerging Markets Opportunities Fund Juliette Douglas
|
View | AI, Quality, Small Caps | - | fundamentals, global, Quality, small caps, Speculation, underperformance |
| 2025 Q3 | Nov 20, 2025 |
Leonard Rickey Investment Advisors, P.L.L.C. Matt Hargreaves
|
View | AI, Rates, Small Caps, Buybacks, Trade Policy | - | AI, earnings, Federal Reserve, growth, small caps, tariffs, technology, Valuations |
| 2025 Q3 | Oct 13, 2025 |
Conestoga SMid Cap Composite Derek Johnston
|
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 24, 2025 |
Diamond Hill Small-Mid Cap Strategy Chris Welch
|
View | AI, Value, Small Caps | BR, CIEN, COO, COOP, ENOV, EQH, GDDY, HII, KMX, LOB, NVST, OZK, PRGO, PRGS, RHP, RRR, RVTY, TRIN, TTC, WCC | AI, mid cap, Quality, small cap, technology, value |
| 2025 Q3 | Nov 19, 2025 |
DKAM Donville Kent Asset Management J.P. Donville
|
View | AI, Small Caps, Software, Cybersecurity | CPH.TO, CSU.TO, E.TO, GRID.TO, GSY.TO, MDA.TO, PRL.TO, TGH.TO, VHI.TO, ZDC.TO | AI, growth, healthcare, Rate Cuts, small caps, software, technology, Valuations |
| 2025 Q3 | Oct 12, 2025 |
Rewey Asset Management Chip Rewey
|
View | AI, Rates, Small Caps, Semiconductor Cycle | AMAT, III, KD, LRCX, UCTT, VREX, WMT | AI, Cyclical, Fed Rates, Labor Market, semiconductors, small caps, value |
| 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 | Defense, Semiconductors, Small Caps, Natural Gas | AEIS, ALE, AZEK, BWIN, COLB, CRI, DLB, DY, FLWS, HAE, HGV, JHX, KN, KNX, MRCY, MTSI, OGS, PCP, PPBI, REI, SPNS, WNC | Banking, defense, healthcare, Natural Gas, semiconductors, small caps, value |
| 2025 Q3 | Oct 20, 2025 |
Hood River Capital – International Opportunity Fund Brian Smoluch
|
View | AI, Defense, Semiconductors, Small Caps, Critical Minerals | AII.TO, AVI.MI | AI, Asia, Critical Minerals, defense, Europe, international, semiconductors, small cap |
| 2025 Q3 | Oct 15, 2025 |
Ariel Focus Fund Charles K. Bobrinskoy
|
View | Gold, Value, Small Caps, Buybacks | AJG, BIO, CLB, FI, Gold, MOS, PBH, REZI, SLB, ZIMV | Buybacks, energy, financials, healthcare, materials, small caps, technology, value |
| 2025 Q3 | Oct 30, 2025 |
Maran Capital Management Dan Roller
|
View | Special Situations, Value, Small Caps | CLAR, CTT.LS, HKHC, TPB | catalysts, concentrated, Quality, small caps, special situations, value |
| 2025 Q3 | Oct 14, 2025 |
Aristotle Small/Mid Cap Equity Dave Adams
|
View | AI, Gold, Small Caps, Water | AEIS, AGI.TO, ALE, AZEK, CIEN, COLB, CRI, FLWS, HAE, HGV, JHX, MTSI, PNW, PPBI, PRMB, SCI, SUPN, VYX, WTRG, WWW | AI, Banking, gold, healthcare, mid cap, small cap, technology, Utilities |
| 2025 Q3 | Oct 24, 2025 |
Meridian Growth Fund Chad Meade
|
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 11, 2025 |
AMG GW&K Small Cap Core Fund Daniel L. Miller
|
View | AI, Small Caps, Earnings | ABCB, CRDO, HLI, INTA, LOPE, MEDP, MTSI, PRIM, RBC, RGTI, RMBS, SPXC, STRL, SUPN | AI, Biotech, earnings, healthcare, small cap, technology |
| 2025 Q3 | Oct 9, 2025 |
Heartland Value Fund Will Nasgovitz
|
View | Value, Small Caps, Restaurants | CAT, CVGW, PBPB, XRAY | earnings, Fed Cuts, Restaurants, small caps, Turnarounds, value |
| 2025 Q3 | Oct 21, 2025 |
Third Avenue Small-Cap Value Fund Vic Cunningham
|
View | Value, Small Caps, Building Materials | ABAC, BATRK, BCC, BXC, COLL, CTAS, CTLP, ECPG, FRPH, HBB, HFWA, ITIC, KALU, LXU, MYRG, PB, PRA, ROG, SD, SUPN, TDW, UMBF, UNF, VSTO | Building Materials, financials, healthcare, industrials, Pharmaceuticals, small caps, technology, value |
| 2025 Q3 | Oct 28, 2025 |
Grandeur Peak Global Contrarian Fund Blake Walker
|
View | AI, Quality, Small Caps, Japan | - | AI, fundamentals, global, Japan, Quality, small caps, Speculation, value |
| 2025 Q3 | Oct 20, 2025 |
Arquitos Capital Management Steven L. Kiel
|
View | Small Caps, Biotechnology | ENDI, FNCH, LQDA | Biotechnology, FDA, Litigation, Patents, small caps, special situations, 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 13, 2025 |
Conestoga Micro Cap Composite David Neiderer
|
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 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 | Sep 30, 2025 | View | Gold, Small Caps | DFY.TO, GCG.TO, GYM.TO, TVK.TO | Canada, Compounding, gold, materials, small caps, value | |
| 2025 Q3 | Oct 2, 2025 |
Baron Global Opportunity Fund Alex Umansky
|
View | AI, Rates, Small Caps | - | AI, earnings, Fed policy, rates, small caps, Soft Landing, technology |
| 2025 Q3 | Oct 15, 2025 |
Miller Value Partners Deep Value Strategies Daniel Lysik
|
View | AI, Value, Small Caps | AAPL, BFH, MSFT, NBR | AI, deep value, earnings, Recovery, small caps, technology, valuation, value |
| 2025 Q3 | Oct 20, 2025 |
Templeton & Phillips Capital Management Lauren C. Templeton
|
View | AI, Dividends, Small Caps, Credit Stress | AAPL, AMD, AMZN, AVGO, BB, BKS, GOOGL, IBM, META, MRVL, MSFT, NOK, NVDA | AI, Capex, credit, industrials, productivity, small caps, technology, value |
| 2025 Q3 | Nov 4, 2025 |
Thornburg Small/Mid Cap Core Fund Steven Klopukh
|
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 1, 2025 |
Glenmede Investment Management LP Jordan Irving
|
View | AI, Rates, Inflation, Small Caps, Resilience, Trade Policy | - | AI Infrastructure, Economic Resilience, Fed Cuts, inflation, small caps, tariffs, Trade Policy |
| 2025 Q3 | Oct 20, 2025 |
Rockwood Strategic Richard Staveley
|
View | Value, Small Caps, United Kingdom | CAPD.L, CAU.L, CHSC.L, CPI.L, FCH.L, FLO.L, FSJ.L, FTC.L, KOO.L, MERC.L, PEN.L, RM.L, RST.L, SAA.L, STVG.L, TON.L, TRB.L, TRI.L, VEL.L, VQS.L | Engagement, Recovery, small caps, turnaround, United Kingdom, value |
| 2025 Q3 | Oct 30, 2025 |
IFSL Church House Human Capital Fund Fred Mahon
|
View | Small Caps, Defense Spending | 9424.T, BERG-B.ST, CHAP.DE, CICN.SW, CSU.TO, DPLM.L, INDU.ST, JDG.L, KPG.AX, LAGR-B.ST, LIFCO-B.ST, LMN.TO, MGRP.ST, PMS, SIS.TO, TOI.TO | Acquisitive, Decentralised, global, Mid-cap, small caps, value |
| 2025 Q3 | Oct 15, 2025 |
Ariel Fund John W. Rogers
|
View | Media, Value, Small Caps, Entertainment | MANU, MAT, PBH, PSKY, REZI, SPHR | consumer, Entertainment, healthcare, Media, small caps, technology, value |
| 2025 Q3 | Oct 30, 2025 |
Kennedy Capital Small Cap Growth Fund Jean Barnard
|
View | AI, Small Caps, Onshoring | - | AI, Biotechnology, growth, Onshoring, Performance, Quality, small cap |
| 2025 Q3 | Oct 14, 2025 |
Bahl & Gaynor Investment Nick Puncer
|
View | AI, Dividends, Quality, Small Caps | - | AI Infrastructure, Dividend Growth, downside protection, Quality, risk management, SMID Cap |
| 2025 Q3 | Oct 24, 2025 |
Meridian Small Cap Growth Fund Chad Meade
|
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 24, 2025 |
Long Cast Advisers Avram Fisher
|
View | Small Caps, Contract Manufacturing, Scientific Publishing | MAMA, MTRX, PDEX, PESI, QRHC, RSSS | concentrated, healthcare, Manufacturing, Publishing, small caps, value |
| 2025 Q3 | Nov 3, 2025 |
Sigil Core Fund Joe
|
View | Gold, Growth, Emerging markets, Small Caps, Liquidity | AAPL, GOOGL, NVDA, TSLA | emerging markets, gold, growth, liquidity, Rate Cuts, small caps, technology |
| 2025 Q3 | Oct 9, 2025 |
Heartland Value Plus Fund Bradford Evans
|
View | Value, Dividends, Small Caps, Buybacks, Auto Parts | BRC, MTRN, PBH, PHIN | Auto Parts, Buybacks, Capital Allocation, dividends, earnings, Rate Cuts, small caps, value |
| 2025 Q3 | Oct 16, 2025 |
Pender Small Cap Opportunities Fund David Barr
|
View | Defense, Small Caps, Biopharma M&A | BDI.TO, CMG.TO, DCBO.TO, DND.TO, DNTL.TO, GRID.TO, MDA.TO, NFI.TO, PNG.TO, QIS.TO | Canada, defense, M&A, small caps, technology, value |
| 2025 Q3 | Dec 9, 2025 |
Crossroads Capital Ryan O'Connor
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View | Small Caps | - | Concentrated Portfolio, Event-Driven, Options Hedging, Small Cap Value, special situations |
| 2025 Q3 | Oct 19, 2025 |
Minot Light Capital Partners Tom Wetherald
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View | Healthcare, Small Caps, Water, E-commerce | ARQ, CLPT, CURV, LGCY, LUCD, PAVM, QURE, REAL, SWAG | Beta-sliding, growth, healthcare, Micro-Cap, small caps, value |
| 2025 Q3 | Oct 9, 2025 |
Anchor Capital Advisors William P. Rice
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View | AI, Rates, Value, Small Caps | NVDA | AI, Dollar, emerging markets, Fed Cuts, rates, small caps, technology, value |
| 2025 Q3 | Oct 13, 2025 |
Moneta Group Investment Advisors, LLC Aoifinn Devitt
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View | AI, China, Gold, Rates, Small Caps | AMZN, GOOGL, META, MSFT, NVDA | AI, China, Fed policy, Geopolitical, gold, rates, small caps, Valuations |
| 2025 Q3 | Oct 28, 2025 |
abrdn International Small Cap Fund Kirsty Desson
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View | Quality, Small Caps, Data Centers | CYBR, INDA | Asia, emerging markets, Europe, international, Quality, small caps |
| 2025 Q3 | Sep 30, 2025 |
Langdon Global Smaller Companies Greg Dean
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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 8, 2025 |
Liberty Park Capital Management Charles P. Murphy
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View | AI, Rates, Small Caps | BKTI, LMB, NSSC, WHR, XMTR | AI, Bubble, Long/Short, rates, small caps, Speculation, technology |
| 2025 Q3 | Oct 24, 2025 |
Pzena Global Small Cap Focused Value Evan D. Fox
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View | Value, Small Caps, Trade Policy | 1910.HK, AAP, HNI, RCO.PA, REZI, SCS, SNV, SPB, SXT, TFX, TYRES.HE, UMI.BR | Cyclical, global, Outperformance, small caps, tariffs, value |
| 2025 Q3 | Nov 8, 2025 |
FPA Queens Road Small Cap Value Fund Steve Scruggs
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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 7, 2025 |
Palm Valley Capital Management Jayme Wiggins
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View | AI, Valuations, Gold, Small Caps | AAPL, AMD, AMZN, AVA, AVGO, BRK-A, DOX, FLO, GOOGL, INTC, LKQ, META, MSFT, NVDA, PHYS, PSLV, RHI, SEB, TFX, TSLA | AI, Bull Market, Fed policy, gold, small caps, technology, Valuations |
| 2025 Q3 | Oct 12, 2025 |
Richie Capital Group Khadir Richie
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View | AI, Small Caps | MSFT, NVDA, XOM | active management, AI, Market Concentration, Migration Effect, small caps, value creation |
| 2025 Q3 | Dec 31, 2025 |
AMG Frontier Small Cap Growth Fund James A.Colgan
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View | Value, Small Caps | A1OS.DE, ACAD.ST, ALLFG.L, BFSA.MC, CELL.MI, DFS.L, DOM.L, EXPRO, HL.L, INCH.L, IOG.L, MIDW.L, MON.MI, NOEJ.DE, PSG.MC, RHIM.L, RITN.SW, SESA.MI, STAB.DE, TGS.OL, TTK.DE | discount, Europe, Quality, small caps, undervaluation, value |
| 2025 Q3 | Oct 15, 2025 |
Ariel Small Cap Value Strategy John Rogers
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View | Value, Small Caps, Entertainment | BCO, KMT, MAT, MSGE, PBH, REZI, SPHR, ZBRA | consumer, Entertainment, industrials, rates, small caps, technology, value |
| 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 | Nov 18, 2025 |
Baron Growth Fund Ron Baron
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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 13, 2025 |
Conestoga Mid Cap Composite Derek Johnston
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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 24, 2025 |
Mairs & Power – Small Cap Fund Andrew R. Adams
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View | AI, Small Caps, GLP1 | AIR, AZEK, CASY, CLFD, HUBG, INSP, JHX, KNF, MEDP, MGPI, NVT, PATK, TREX, WK | AI, earnings, GLP1, infrastructure, small caps, technology, value |
| 2025 Q2 | Jul 27, 2025 |
1290 Essex Small Cap Growth Fund Nancy Prial
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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
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View | Quality, Small Caps | - | fundamentals, Quality, small caps, valuation |
| 2025 Q2 | Jun 30, 2025 |
Signia Capital Management Richard Beaven
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View | Small Caps | TGB, VPG | catalysts, earnings, Rotation, SmallCaps, valuation |
| 2025 Q2 | Aug 7, 2025 |
NCG SMID Cap Growth Strategy Tom Press
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View | Growth, Small Caps | - | consumer, growth, small caps, technology, valuation |
| 2025 Q2 | Jul 10, 2025 |
Headwaters Capital Management, LLC Christopher Godfrey
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View | Small Caps, Rotation | GMED, TECH, TMDX | AI, Rotation, small caps, valuation |
| 2025 Q2 | Aug 18, 2025 |
Baron Growth Fund Ron Baron
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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
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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 Q1 | Apr 30, 2025 |
Minot Light Capital Partners Tom Wetherald
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View | Healthcare, Consumer, Small Caps | CYRX | Biotech, Consumer Stocks, Growth Investing, Life Sciences, small caps |
| 2025 Q1 | May 12, 2025 | View | Small Caps | AND CN, ATZ CN, TVK CN | Canada, Logistics, SmallCaps, takeover, valuation | |
| 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
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View | Small Caps | - | CashFlow, management, Resilience, SmallCaps, valuecreation |