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Valuation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 25, 2026 |
SouthernSun SMID Cap Michael Cook
|
View | AI, Energy, Valuation | APG, BOOT, CXT, DAR, DY, EXTR, FND, GNRC, LOB, MUSA, OSK, TKR, TREX, WSO | AI, energy, infrastructure, Late-cycle, SMID Cap, valuation, value |
| 2025 Q4 | Jan 18, 2026 |
Distillate Capital International Thomas Cole
|
View | Valuation, Quality, International | 005930.KS, 066570.KS, 1024.HK, 2319.HK, 2618.HK, 267270.KS, 601600.SS, 6594.T, 9618.HK, AEM, AUTO.L, BATS.L, CX, FMX, GIB.TO, MC.PA, RHHBY, RIO.AX | cash flow, fundamentals, international, Quality, valuation, value |
| 2025 Q4 | Mar 9, 2026 |
Oceana Master Fund Ltd Alexandre Rezende
|
View | Valuation, Brazil | EQTL3.SA, RENT3.SA | Brazil, Elections, Equity, IRR, risk premium, valuation |
| 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 12, 2026 |
2Point2 Capital Long Term Value Fund Amit Mantri
|
View | Valuation | - | Discipline, fundamentals, India, multiples, pricing, valuation, value |
| 2025 Q4 | Jan 18, 2026 |
Mairs & Power – Growth Fund Andrew R. Adams
|
View | AI, Healthcare, Valuation | FI, HRL, ISRG, JPM, MSFT, MSI, NVDA, NVT, RHHBY, TECH, UNH, ZTS | AI, growth, healthcare, large cap, technology, valuation |
| 2025 Q4 | Jan 14, 2026 |
Wedgewood Partners David A. Rolfe
|
View | AI, Cloud, Valuation, Semiconductors, Quality | AAPL, AMZN, BKNG, CB, CDW, CPRT, EW, GOOGL, META, MSI, ODFL, ORLY, POOL, PYPL, SPGI, TSCO, TSM, UNH, URI, V | AI, growth, large cap, Portfolio Management, Quality, technology, valuation |
| 2025 Q4 | Jan 21, 2026 |
Renaissance Investment Management – Large Cap Growth Michael E. Schroer
|
View | AI, Valuation, Semiconductors | AMAT, BRO, BSX, CAH, FISV, FIX, GOOGL, LRCX, MSI, NFLX, NTNX, PEGA, RCL, SCHW, TPR, UBER, WM | AI, Equal Weight, growth, large cap, Mega Cap, semiconductors, technology, valuation |
| 2025 Q3 | Oct 17, 2025 |
Claret Asset Management Alain Chung
|
View | AI, Valuation | - | Artificial Intelligence, Bubbles, Market Risk, technology, Valuations |
| 2025 Q3 | Oct 9, 2025 |
Davidson Investment Advisors Andrew Davidson
|
View | Valuation, Energy, Rates | - | cyclicals, energy, inflation, interest rates, valuation |
| 2025 Q3 | Oct 1, 2025 |
WS Ruffer Total Return Fund Steve Russel
|
View | Credit, Valuation, Inflation | - | credit, Debt, gold, inflation, 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 7, 2025 |
Oldfield Partners LLP Richard Oldfield
|
View | Valuation, Value, Contrarian, Discipline | - | contrarian, Global Equities, Rotation, valuation, Value Investing |
| 2025 Q3 | Dec 5, 2025 |
Desert Lion Capital Rudi van Niekerk
|
View | Valuation | ACS SJ, ARA SJ, ART SJ, LEW SJ | discount rates, earnings, SmallCaps, SouthAfrica, valuation |
| 2025 Q3 | Oct 9, 2025 |
ClearBridge Investments Dividend Strategy John Baldi
|
View | AI, Defense, Dividends, Valuation, Inflation | AVGO, MMC, ODFL, ORCL | Artificial Intelligence, defense, Dividend Investing, inflation, valuation |
| 2025 Q3 | Oct 6, 2025 |
CDT Capital Management David Papson
|
View | AI, Valuation, Risk | - | AI, Cash, Palantir, risk, valuation |
| 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 |
Overstone Global Equity Fund Samuel Ziff
|
View | AI, Valuation, Value, Contrarian | 005930 KS, 1 HK, BABA, EZJ, HEIA NA | Artificial Intelligence, contrarian, Global Equities, valuation, Value Investing |
| 2025 Q3 | Sep 30, 2025 |
Oaktree Capital Management Howard Marks
|
View | Healthcare, Credit, Valuation, Private Equity, Real Estate | - | credit, healthcare, private equity, real estate, valuation |
| 2025 Q3 | Oct 11, 2025 |
Crescat Capital – Global Macro Hedge Fund Kevin C. Smith
|
View | Gold, Valuation, Dollar | - | Bubble, Dollar, equities, gold, Stagflation |
| 2025 Q3 | Oct 7, 2025 |
Mar Vista US Quality Silas Myers
|
View | AI, Valuation, Diversification, Concentration | AAPL, ADBE, APH, CRM, INTU, ORCL, SAP | Artificial Intelligence, diversification, Large Cap Growth, Market Concentration, valuation |
| 2025 Q3 | Oct 16, 2025 |
Platinum International Technology Fund Andrew Clifford
|
View | AI, Disruption, Valuation | GOOG, ISRG, META | Artificial Intelligence, Big tech, Cloud Computing, disruption, infrastructure |
| 2025 Q3 | Oct 10, 2025 |
Robinson Tax Advantaged Income Fund James Robinson
|
View | Credit, Rates, Valuation, Bonds, Municipal | - | credit spreads, fixed income, interest rates, municipal bonds, valuation |
| 2025 Q3 | Oct 2, 2025 |
LRT Capital Management Lukasz Tomicki
|
View | Valuation, Quality, Long/Short | ABG, CAAP, CCI, CHE, CHTR, CIGI, CM, DRI, FN, GPI, IESC, PBR, RLI, SNEX, SSD, TD, TRV, TTC, UNH, XOM | Hedges, Long/Short, Quality, Shiller PE, small caps |
| 2025 Q3 | Oct 10, 2025 |
Ennismore Global Equity Fund Margaret Webb
|
View | Commodities, Valuation, Shorting | CRDA LN, CSU CN, GRGD CN, WISE LN | commodities, cyclicals, Mean reversion, Shorting, valuation |
| 2025 Q3 | Oct 7, 2025 |
Mar Vista US Quality Select Silas Myers
|
View | AI, Valuation, Diversification, Growth | AAPL, ADBE, GOOG, INTU, MCO, NVDA, SAP | Artificial Intelligence, diversification, Growth Stocks, technology, valuation |
| 2025 Q3 | Oct 16, 2025 |
Distillate Capital Fundamental Stability & Value Thomas Cole
|
View | Valuation, Quality | - | Benchmark distortion, Free cash flow yield, Quality stocks, rebalancing, stability |
| 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 5, 2025 |
St. James Investment Company Robert J. Mark
|
View | AI, Valuation, Passive | - | China, Data centers, Debt, Passive ETFs, valuation |
| 2025 Q3 | Dec 3, 2025 |
Analog Century Management LP Arnold Van Den Berg
|
View | Valuation, Value, RealAssets | - | Capital discipline, Energy Exposure, free cash flow, real assets, Valuation risk |
| 2025 Q3 | Nov 18, 2025 |
MGTS Downing Active Defined Return Assets Fund Simon Evan-Cook
|
View | Valuation | - | AI Concentration, Ex-US Equities, small caps, US Megacaps, Valuation risk |
| 2025 Q3 | Oct 10, 2025 |
Moon Capital Management Garrett Arms
|
View | AI, Valuation, Bubble | - | AI, Bubble, fundamentals, Speculation, valuation |
| 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 29, 2025 |
Aikya Ashish Swarup
|
View | Valuation, Quality, Emerging | - | Consumer Staples, downside protection, emerging markets, Quality Investing, Valuation discipline |
| 2025 Q2 | Jul 20, 2025 |
BBH Select Series – Mid Cap Fund Tim Harris
|
View | Valuation | FOUR, GLOB, GWRE, WSO | cash flows, Intrinsic Value, Mid Caps, moats, volatility |
| 2025 Q2 | Jun 30, 2025 |
Peapack Private Matthew P.Remo
|
View | AI, Valuation, Liquidity | - | Artificial Intelligence, earnings growth, liquidity, Soft Landing, Valuation risk |
| 2025 Q2 | Jun 30, 2025 |
Centerstone Investors Fund Abhay Deshpande
|
View | Valuation | - | cyclicals, free cash flow, international, Margin Of Safety, valuation |
| 2025 Q2 | Jun 30, 2025 |
Distillate Capital International Thomas Cole
|
View | Valuation | - | free cash flow, fundamentals, International Equities, Rotation, valuation |
| 2025 Q2 | Jul 9, 2025 |
QV Investors Inc. Mathew Hermary
|
View | Valuation | - | diversification, Margin Of Safety, risk, valuation, volatility |
| 2025 Q2 | Jul 21, 2025 |
Renaissance Investment Management – International Small Cap Equity Michael E. Schroer
|
View | Valuation, International | BBY LN, CLS, FINV | active, international, meanreversion, SmallCap, valuation |
| 2025 Q2 | Aug 7, 2025 |
AMG Yacktman Focused Fund Stephen Yacktman
|
View | Valuation | 005935 KS, PEP | capital preservation, cash flow, Quality, risk-adjusted returns, valuation |
| 2025 Q2 | Jun 30, 2025 |
Thornburg International Equity Fund Lei Wang
|
View | Valuation | - | Discounts, International Equities, Margin Of Safety, Quality, valuation |
| 2025 Q2 | Jul 18, 2025 |
Seven Corners Capital Scott Klarquist
|
View | Valuation | CART, GNW, PSH LN, RKT, SD, TPB | Discipline, Intrinsic Value, mispricing, Sentiment, valuation |
| 2025 Q2 | Aug 7, 2025 |
AMG Yacktman Fund Stephen Yacktman
|
View | Valuation | 005935 KS, PEP | Discipline, downside protection, quality franchises, uncertainty, Valuation risk |
| 2025 Q2 | Jul 17, 2025 |
Riverwater Partners Small Cap Strategy Adam Peck
|
View | Valuation | - | Mean reversion, revenue growth, Sentiment, small caps, valuation |
| 2025 Q2 | Jul 27, 2025 |
Diamond Hill International Krishna Mohanraj
|
View | Valuation | 7451 JP, 8058 JP, AIBG ID, BABA, BNZL LN, GXI GR, HNAL IN, M5W GR, TSCO, TSM, UCB BB | capital returns, diversification, Governance, international, Intrinsic Value |
| 2025 Q2 | Aug 21, 2025 |
GMO (Grantham, Mayo, Van Otterloo & Co. LLC) Jeremy Grantham
|
View | Valuation | - | fundamentals, International Equities, Mean reversion, US Equities, valuation |
| 2025 Q2 | Jul 17, 2025 |
Platinum Global Fund (Long Only) Ted Alexander
|
View | Valuation | CCO CN, WIZZ LN | Artificial Intelligence, fundamentals, Global Equities, price to sales, valuation |
| 2025 Q2 | Jul 27, 2025 |
Weitz Large Cap Equity Fund Brad Hinton
|
View | Valuation | - | AI dispersion, contrarian, Intrinsic Value, large cap, valuation |
| 2025 Q2 | Jun 30, 2025 |
Distillate Capital Fundamental Stability & Value Thomas Cole
|
View | Valuation | - | free cash flow, fundamentals, rebalancing, stability, Valuation risk |
| 2025 Q2 | Jul 2, 2025 |
Ghosh Capital Shomik Ghosh
|
View | Valuation | GOOG, KSI CN, MDA CN | Global Equities, Quality, stock picking, valuation gaps, volatility |
| 2024 Q4 | Feb 16, 2025 |
Federated Hermes Jonathan Pines
|
View | Valuation, Momentum, Passive Flows | - | active management, Asia Ex Japan, Momentum Investing, Passive flows, Valuation Divergence |
| 2024 Q4 | Dec 31, 2024 |
Peapack Private Matthew P.Remo
|
View | Valuation, Rates, Soft Landing | - | earnings growth, inflation, Soft Landing, Treasury Yields, Valuation risk |
| 2024 Q4 | Dec 31, 2024 |
Rubicon equities Lars Ahns
|
View | Valuation | COP GR, JST GR | active management, Concentration, earnings, Mega Caps, Valuation gap |
| 2024 Q3 | Oct 15, 2024 |
Westfield Capital Management Rich Lee
|
View | AI, Valuation, Concentration | - | Artificial Intelligence, market breadth, Market Concentration, Mean reversion, valuation dispersion |
| 2024 Q3 | Sep 30, 2024 |
Peapack Private Matthew P.Remo
|
View | Valuation, Monetary Policy, Soft Landing | - | earnings growth, inflation, interest rates, Profit Margins, yield curve |
| 2024 Q2 | Jun 30, 2024 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | Valuation | - | Bonds, diversification, International Equities, Magnificent 7, Recession |
| 2024 Q2 | Jun 30, 2024 |
Peapack Private Matthew P.Remo
|
View | AI, Valuation, Concentration | - | Artificial Intelligence, credit spreads, earnings growth, interest rates, Market Concentration |
| 2024 Q1 | Mar 31, 2024 |
Peapack Private Matthew P.Remo
|
View | Valuation, Resilience | - | Equity Valuation, inflation, interest rates, Investor Sentiment, yield curve |
| 2023 Q4 | Dec 31, 2023 |
Peapack Private Matthew P.Remo
|
View | Valuation, SoftLanding | - | earnings growth, Equity Valuation, inflation, interest rates, Profit Margins |
| 2023 Q3 | Sep 30, 2023 |
Peapack Private Matthew P.Remo
|
View | Valuation, Rates, Soft Landing | - | Equity Valuation, High Quality Bonds, Quantitative Tightening, Soft Landing, Yield Curve Inversion |
| 2022 Q4 | Jan 31, 2023 |
1578 Partners, LP Marc Werres
|
View | Valuation, Opportunity, Stress | NBN | Equity Valuations, Financial Stress, Intrinsic Value, Long-Term Opportunity, Monetary Tightening |