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Small/Mid Caps
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 |
Aristotle Small/Mid Cap Equity Dave Adams
|
View | Diversification, Quality, Small/Mid Caps | ACIW, ALIT, BHLB, CHE, CMCO, DLB, DY, FTAI, IPAR, JBGS, MNRO, MTSI, PRGO, SMG, TROX, VRRM | diversification, earnings, Quality, Small/Mid Cap Caps |
| 2025 Q2 | Jul 27, 2025 |
Thornburg Small/Mid Cap Core Fund Steven Klopukh
|
View | Tariffs, Small/Mid Caps | - | high conviction, industrials, Small/Mid Cap Caps, tariffs, technology |