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Value
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 6, 2026 | View | Value | - | emerging markets, liquidity, re-rating, valuation, value | |
| 2025 Q4 | Jan 2, 2026 | View | Value | - | Assets, asymmetry, Capital Allocation, Patience, value | |
| 2025 Q4 | Jan 5, 2026 | View | Value | - | catalysts, global, insider ownership, Rerating, value | |
| 2025 Q4 | Feb 25, 2026 |
Semper Augustus Christopher P. Bloomstran
|
View | AI, Energy, Value | - | Artificial Intelligence, Capital discipline, Energy Infrastructure, Intrinsic Value, Valuation risk |
| 2025 Q3 | Oct 8, 2025 |
Orbis International Equity Timo Smuts
|
View | Value, Asia, Consumption, Reform, Dividend | - | Asia, consumption, Corporate Reform, Dividend, value |
| 2025 Q3 | Oct 28, 2025 |
Hotchkis & Wiley Global Value Fund Scott Rosenthal
|
View | AI, Value, Trade | CMCSA, ELV, GOOG, JDEP NA, WBD, WPP LN | Cloud Computing, Communication Services, Growth Stocks, semiconductors, tariffs |
| 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 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 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 10, 2025 |
Oakmark Fund- International Small Cap David G. Herro
|
View | Value, Quality, Industrials, Japan, Europe | 1128 HK, 4613 JP, 6951 JP, 6960 JP, AMP IM, AMV0 GR, ATE FP, RBG FP | Europe, industrials, Japan, Quality, 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 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 21, 2025 |
Hardman Johnston Large Cap Equity Cassandra A. Hardman
|
View | AI, Value, Industrials | - | AI, industrials, infrastructure, productivity, value |
| 2025 Q3 | Oct 1, 2025 |
Patient Capital Management Samantha McLemore
|
View | Healthcare, Value, Technology | - | cash flow, healthcare, Quality, technology, value |
| 2025 Q3 | Oct 15, 2025 |
Parnassus Value Equity Fund Billy Hwan
|
View | AI, Value, Health Care | ABNB, ABT, BALL, BK, CMI, DE, DHI, HD, NICE, NVO, ORCL, SPGI, SYK, TSM, WDC | Artificial Intelligence, Health Care, Medical Devices, Rate Cuts, Value Investing |
| 2025 Q3 | Dec 4, 2025 |
Silver Beech Capital James Hollier
|
View | Value | DNTL, ET, FFH, FR, GFR, GSY, MHC, PLYM, PRKS, RTO, SWX, WSC | CashFlow, Discipline, fundamentals, valuation, value |
| 2025 Q3 | Oct 7, 2025 |
Hertford Capital Marc-Lennart Bräutigam
|
View | AI, Value, Software, Europe, Governance | AOF GR, KSB GR, LSL LN, MAB1 LN, MOL IM, PLNW FP, WOSG LN | Artificial Intelligence, Capital Allocation, Europe, software, Value Investing |
| 2025 Q3 | Nov 8, 2025 |
The Sound Shore Fund Harry Burn
|
View | Value | - | fundamentals, M&A, Renewables, Restructuring, value |
| 2025 Q3 | Oct 9, 2025 |
Mawer International Equity Fund Dylan Anderson
|
View | AI, Diversification, Value | - | AI, diversification, equities, semiconductors, value |
| 2025 Q3 | Oct 28, 2025 |
Hotchkis & Wiley Mid-Cap Value Fund George Davis
|
View | AI, Energy, Value | APA, CNC, FLR, OLN, WBD, WPP LN | Artificial Intelligence, earnings, energy, interest rates, Value Investing |
| 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 16, 2025 |
Distillate Capital International Thomas Cole
|
View | Value, International | - | diversification, free cash flow, International Equities, Leverage, Valuation gap |
| 2025 Q3 | Oct 14, 2025 |
Dodge & Cox Stock Fund David Hoeft
|
View | Value, Financials | - | earnings, equities, financials, valuation, Value Investing |
| 2025 Q3 | Nov 25, 2025 |
Voss Value Fund Travis Cocke
|
View | Value | CLBT, EEFT, FIVN, FLYW, PRKS, XPOF | cyclicals, dispersion, Fintech, software, value |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Fund William C. Nygren
|
View | AI, Energy, Value, Financials, Industrials | CNC, GOOG, TRGP, UNP | Artificial Intelligence, energy, financials, industrials, Value Investing |
| 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 | Sep 30, 2025 |
BESTINVER GESTIÓN, S.A., S.G.I.I.C. Tomás Pintó
|
View | Value | AMRZ SW, HEI GR, RYA ID | cash flow, Discipline, Europe, valuation, value |
| 2025 Q3 | Oct 8, 2025 |
Black Bear Value Partners Adam Schwartz
|
View | Energy, Value, Cyclicals, Housing | BLDR, FLG, HCC, LXS GR, TDW | commodities, cyclicals, energy, Housing, Value Investing |
| 2025 Q3 | Oct 27, 2025 |
Focus Capital Management Mordechai Yavneh
|
View | Gold, Semiconductors, Value | - | Compounding, deep value, gold, Intrinsic Value, semiconductors |
| 2025 Q3 | Sep 30, 2025 |
Signia Capital Management Richard Beaven
|
View | Value | POWL, SEI, TGB | catalysts, Inefficiency, SmallCap, valuation, value |
| 2025 Q3 | Oct 1, 2025 |
East72 Dynasty Trust Andrew Brown
|
View | Energy, Value, Luxury, Holding Companies | BOL FP, DGL AU, EXO NA, MANU, UHR SW | energy, Holding Companies, Luxury, tariffs, value |
| 2025 Q3 | Oct 16, 2025 |
Pabrai Wagons Fund Mohnish Pabrai
|
View | Value | BRK/A, FI, IBKR, PSH, SCHW, SF, SOFI | Buybacks, Margin Of Safety, Replacement cost, Spin-Offs, Value Investing |
| 2025 Q3 | Oct 9, 2025 |
Frank Value Fund Brian Frank
|
View | Value, M&A, Staples | - | Consumer Staples, free cash flow, interest rates, Mergers, value |
| 2025 Q3 | Nov 11, 2025 |
Northern Large Cap Value Fund Sridhar Kancharla
|
View | Value | - | cash flow, profitability, Quality, Valuations, value |
| 2025 Q3 | Oct 7, 2025 |
Kernow Asset Management Alyx Wood
|
View | Energy, Value, Financials, Contrarian, UK | - | contrarian, energy, financials, UK Equities, Value Investing |
| 2025 Q3 | Oct 30, 2025 |
SouthernSun SMID Cap Michael Cook
|
View | AI, Value, Industrials | BCO, CXT, DAR, MOD, WSO | Artificial Intelligence, cash flow, industrials, Quality, Value Investing |
| 2025 Q3 | Oct 3, 2025 |
Van Der Mandele Arar Fund Joost van der Mandele
|
View | China, Gold, Value, Risk, Politics | 6169 HK, IMPP, JFIN, ORE CN | China, emerging markets, geopolitics, gold, Value Investing |
| 2025 Q3 | Oct 16, 2025 |
Centerstone Investors Fund Abhay Deshpande
|
View | Value, Inflation, Bonds | - | fixed income, Inflation outlook, interest rates, Treasuries, Value Investing |
| 2025 Q3 | Oct 16, 2025 |
Laughing Water Capital Matthew Sweeney
|
View | Value | CLAR, LFCR, NN, PAR, THRY, VTY LN | fundamentals, mispricing, Patience, small caps, Value Investing |
| 2025 Q3 | Nov 25, 2025 |
Voss Value Offshore Fund Travis Cocke
|
View | Value | CLBT, EEFT, FIVN, FLYW, PRKS, XPOF | CashFlow, momentum, revisions, underperformance, value |
| 2025 Q3 | Oct 9, 2025 |
Kingdom Capital Advisors David Bastian
|
View | Special Situations, Turnaround, Value, Discipline | AIV, AKA, FGF, GCO, HRBR, MAGN, NLOP, UNFI, UNTC, VNTRF, WW | cash flow, special situations, tariffs, turnaround, Value Investing |
| 2025 Q3 | Oct 28, 2025 |
Harris Associates International Equity Strategy David Herro
|
View | AI, Value, Industrials | AMV0 GR, BABA, BNZL LN, CNH, DSV DC, DSY FP, EDEN FP, GLEN LN, HEX NO, ITRK LN, KER FP, SHL GR | AI, commodities, Global Equities, industrials, Value Investing |
| 2025 Q3 | Oct 9, 2025 |
Longriver Partners Fund Graham Rhodes
|
View | AI, Value, Compounding, Asia | 1523 HK | AI, Asia, Compounding, technology, Value Investing |
| 2025 Q3 | Oct 28, 2025 |
Weitz Large Cap Equity Fund Brad Hinton
|
View | AI, Value, Quality | - | Artificial Intelligence, infrastructure, Large Caps, Quality, Value Investing |
| 2025 Q3 | Oct 31, 2025 |
Bireme Capital Evan Tindell
|
View | Value | AAPL, FOXA, HUM, RICK | fundamentals, Marginofsafety, mispricing, Patience, value |
| 2025 Q3 | Oct 2, 2025 |
Middle Coast Investing Daniel Shvartsman
|
View | AI, Value, M&A | AL, AVGO, BHF, CPAY, ECG, FILA IM, GOGO, GOOG, HI, LULU, LYFT, PGR, TFSL, TRIP | AI, Alphabet, Automation, Broadcom, M&A |
| 2025 Q3 | Oct 15, 2025 |
Longleaf Partners Fund Ross Glotzbach
|
View | Value, Quality | ACI, BIO, CNX, EXO NA, FDX, FIS, IAC, KHC, MAT, PCH, PVH, REGN, RYN | Capital Allocation, free cash flow, Market cycles, Quality Companies, Value Investing |
| 2025 Q3 | Oct 9, 2025 | View | Value, Industrials, Retail | A, APH, BRO, CDW, LSTR, ROST, WAT | AI, industrials, Logistics, retail, value | |
| 2025 Q3 | Nov 11, 2025 |
Northern Small Cap Value Fund Michael Hunstad
|
View | Value | - | profitability, Rate Cuts, small caps, value, volatility |
| 2025 Q3 | Oct 10, 2025 |
Pangolin Asia Fund James Hay
|
View | Emerging markets, Value, Compounding, Indonesia, Regulation | MYOR IJ | Compounding, emerging markets, Indonesia, regulation, Value Investing |
| 2025 Q3 | Oct 30, 2025 |
Maran Capital Management Dan Roller
|
View | Value, Small Caps | - | catalysts, contrarian, fundamentals, small caps, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Oldfield Partners LLP Richard Oldfield
|
View | Valuation, Value, Contrarian, Discipline | - | contrarian, Global Equities, Rotation, valuation, Value Investing |
| 2025 Q3 | Oct 19, 2025 |
Smead Value Fund Bill Smead
|
View | Energy, Value, Technology | - | AI, commodities, energy, oil, 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 | 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 27, 2025 |
Source Capital Mark Landecker
|
View | Value | C, GOOG, IFF, JDE GR, KMX | CashFlow, credit, Quality, Spreads, value |
| 2025 Q3 | Oct 9, 2025 |
Heartland Mid Cap Value Fund Colin McWey
|
View | AI, Semiconductors, Value, Cyclicals, Housing | CNC, DHI, LRCX | Artificial Intelligence, Housing, Quality, semiconductors, Value Investing |
| 2025 Q3 | Oct 28, 2025 |
BlackRock Mid-Cap Value Fund Tony DeSpirito
|
View | AI, Value | - | Artificial Intelligence, earnings, industrials, interest rates, Value Investing |
| 2025 Q3 | Oct 14, 2025 |
Lyrical Asset Management Andrew Wellington
|
View | Value | - | Discipline, dispersion, earnings, valuation, value |
| 2025 Q3 | Oct 8, 2025 |
Orbis Global Equity Ben Preston
|
View | Innovation, Biotech, Healthcare, Value, Growth | ALNY, CRSP, GMAB, INSM | Biotechnology, Gene Therapy, healthcare, innovation, Value Investing |
| 2025 Q3 | Oct 28, 2025 |
Weitz Partners III Opportunity Fund Wally Weitz
|
View | AI, Value, Quality | - | Artificial Intelligence, Hyperscalers, infrastructure, Quality, Value Investing |
| 2025 Q3 | Sep 30, 2025 |
EQUAM Global Value Fund Alejandro Muñoz
|
View | Value | DOM LN, RIEN SW | European Small Caps, Free cash flow yield, Intrinsic Value, Mean reversion, Valuation Discount |
| 2025 Q3 | Oct 28, 2025 |
Graham & Dodd Fund, LLC Michael Hutchens
|
View | Value | - | Discipline, fundamentals, Marginofsafety, valuation, value |
| 2025 Q3 | Oct 2, 2025 |
Vltava Fund Daniel Gladi
|
View | Healthcare, Value, Growth | FI, MRX, NVO | commodities, growth, healthcare, payments, value |
| 2025 Q3 | Oct 15, 2025 |
Longleaf Partners Global Fund Ross Glotzbach
|
View | Value, Quality | 4613 JP, ACI, CAN LN, CNX, EXO NA, GLB LN, IAC, MAT, PCH, PHG, PVH, RYN | Compounding, free cash flow, Global Equities, Quality, 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 28, 2025 |
Atherean Value Fund, LP Christopher Gething
|
View | Value, Debt, Rates | - | Banking, fiscal debt, inflation, interest rates, valuation |
| 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 30, 2025 |
Kennedy Capital Mid Cap Value Gary Kauppila
|
View | AI, Value | - | Artificial Intelligence, fundamentals, Mid Caps, Value Investing, volatility |
| 2025 Q3 | Nov 13, 2025 |
AVI Global Trust Joe Bauernfreund
|
View | Value | 028260 KS, NWSA | Balance Sheets, Buybacks, Corporate Actions, Discounts, value |
| 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 | Oct 21, 2025 |
Third Avenue Value Fund Matthew Fine
|
View | Commodities, Value, Housing | AC PM, BCC, ROG | Coal, Copper, gold, Housing, Value Investing |
| 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 15, 2025 |
Ariel Global Fund Rupal J. Bhansali
|
View | AI, Value, Global Markets | 009150 KS, 3436 JP, 425 HK, 6460 JP, 6981 JP, BTA LN, FDX, FME GR, FSLR, HUM, INFA, INTC, MTB, PUB FP, ROG SW, SYNSY | Artificial Intelligence, diversification, Edge computing, Global Equities, Value Investing |
| 2025 Q3 | Dec 15, 2025 |
Baumann Capital Benedikt Baumann
|
View | Value | 7734 JP | Balance Sheets, downside protection, Valuation discipline, value, volatility |
| 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 | Nov 5, 2025 |
Fidelity Dividend Growth Fund Zach C Turner
|
View | Energy, Value, Industrials | - | Dividend Growth, Electrification, energy, industrials, Value Investing |
| 2025 Q2 | Jul 21, 2025 |
Laughing Water Capital Matthew Sweeney
|
View | Value | CTLP, LFCR, NN, PAR, SES CN, THRY, VTY LN | Buybacks, deep value, hidden assets, mispricing, small caps |
| 2025 Q2 | Aug 12, 2025 |
Azvalor Iberia Álvaro Guzmán de Lázaro
|
View | Value | - | contrarian, fundamentals, Iberia, Mean reversion, value |
| 2025 Q2 | Jun 30, 2025 |
EQUAM Global Value Fund Alejandro Muñoz
|
View | Value | DHG GR, KIN BB | European Small Caps, EV/EBITDA, Intrinsic Value, Takeover Activity, Upside Potential |
| 2025 Q2 | Jul 14, 2025 |
Peterson Investment Fund Matthew Peterson
|
View | Value | - | capital preservation, Compounding, Concentration, dislocation, value |
| 2025 Q2 | Jul 30, 2025 |
Davis Opportunity Fund Chris Davis
|
View | Value | - | Balance Sheets, Margin Of Safety, normalization, value, volatility |
| 2025 Q2 | Sep 2, 2025 |
Summers Value Fund Andrew Summers
|
View | Value | DERM, INSP | downside protection, free cash flow, Mean reversion, valuation, value |
| 2025 Q2 | Jun 30, 2025 |
Vulcan Value Partners – Focus Plus C.T. Fitzpatrick
|
View | Value | - | Capital Allocation, Concentration, price discipline, value, volatility |
| 2025 Q2 | Jul 27, 2025 |
Alluvial Capital Management Dave Waters
|
View | Value | CBL, MCB LN, NLOP, NWL IM, PKST, SENEB, SRC LN, TITN, TLN, WISH, ZEG | Assets, cash flows, Discipline, dislocation, value |
| 2025 Q2 | Jun 30, 2025 |
Latitude Global Fund Freddie Lait
|
View | Value | AZO, DEO, DLTR | CashFlow, consumer, drawdowns, retail, value |
| 2025 Q2 | Aug 25, 2025 |
Lyrical Asset Management Andrew Wellington
|
View | Value | CPAY, FLEX, GPN | cash flows, fundamentals, Mean reversion, valuation dispersion, value |
| 2025 Q2 | Jun 30, 2025 |
Broadleaf Partners Doug MacKay
|
View | Value | - | Balance Sheets, contrarian, Margin Of Safety, Mean reversion, value |
| 2025 Q2 | Jul 22, 2025 |
Harris Associates Concentrated Strategy Tony Coniaris
|
View | Value | COF, COP, CRL, CRM, GOOG, ICLR, IQV, SCHW, WTW | downside protection, fundamentals, Mean reversion, valuation dispersion, Value Investing |
| 2025 Q2 | Jul 29, 2025 |
Rivemont Investments Inc. Martin Lalonde
|
View | Value | - | Balance Sheets, Discipline, free cash flow, valuation, value |
| 2025 Q2 | Jul 17, 2025 |
Oakmark Fund William C. Nygren
|
View | Value, Quality, Long Term | AMZN, C, CRM, GPN, NKE, ZBH | fundamentals, long-term, Quality, value |
| 2025 Q2 | Jul 30, 2025 |
Kinsman Oak Alexander Agostino
|
View | Value | - | fundamentals, Intrinsic Value, Margin Of Safety, value, volatility |
| 2025 Q2 | Jul 11, 2025 |
Heartland Mid Cap Value Fund Colin McWey
|
View | Value | BDX, EG, HUBB | free cash flow, fundamentals, mid cap value, self-help, valuation extremes |
| 2025 Q2 | Jul 27, 2025 |
RS Large Cap Val Strategy Robert J. Harris
|
View | Value | CACI, CPAY | Balance Sheets, downside protection, ROIC, valuation, value |
| 2025 Q2 | Aug 25, 2025 |
Kopernik Global All-Cap Fund David B. Iben
|
View | Value | - | commodities, diversification, global value, Intrinsic Value, volatility |
| 2025 Q2 | Jun 30, 2025 |
Parnassus Value Equity Fund Billy Hwan
|
View | Value | - | earnings durability, opportunity, quality businesses, valuation, value |
| 2025 Q2 | Jul 22, 2025 |
Third Avenue Value Fund Matthew Fine
|
View | Value | CRE LN | diversification, Global Equities, price discipline, valuation, value |
| 2025 Q2 | Jul 21, 2025 |
Boyar Value Group Mark Boyar
|
View | Value | - | downside, fundamentals, Intrinsic Value, Margin Of Safety, mispricing |
| 2025 Q2 | Aug 12, 2025 |
Azvalor Internacional Álvaro Guzmán de Lázaro
|
View | Value | - | contrarian, essential assets, forgotten sectors, global value, valuation gaps |
| 2025 Q2 | Jul 17, 2025 |
Ariel Appreciation Fund John W. Rogers
|
View | Value | CLB, FI, GS, KMX, NTRS, NVT, SLB, SPHR | Discipline, fundamentals, Mean reversion, valuation gaps, value |
| 2025 Q2 | Jul 29, 2025 |
Kennedy Capital Mid Cap Value Gary Kauppila
|
View | Value | - | earnings growth, mid cap value, ROIC, valuation upside, volatility |
| 2025 Q2 | Sep 3, 2025 |
McIntyre Partnerships Chris McIntyre
|
View | Value | SEG MM, SHC | Balance Sheets, Intrinsic Value, Mean reversion, Patience, value |
| 2025 Q2 | Jun 30, 2025 |
Vulcan Value Partners – Large Cap C.T. Fitzpatrick
|
View | Value | - | Competitive Advantage, free cash flow, large cap, Valuation discipline, value |
| 2025 Q2 | Jul 27, 2025 |
Diamond Hill Small-Mid Cap Strategy Chris Welch
|
View | Value | AEO, ASH, ASUR, AZZ, DCO, FA, FBIN, GHM, LEU, NSP, RRR, UTZ | fundamentals, Intrinsic Value, Mean reversion, small caps, value |
| 2025 Q2 | Jul 31, 2025 | View | Value | - | fundamentals, Margin Of Safety, mispricing, Patience, value | |
| 2025 Q2 | Jul 4, 2025 |
ClearBridge Investments Large Cap Value Robert Feitler
|
View | Value | ADBE, AIR FP, AVGO, ICLR, LIN, MRVL, NOW, TGT, TSM | downside, free cash flow, fundamentals, Mean reversion, Valuation gap |
| 2025 Q2 | Jul 22, 2025 |
Harris Associates International Equity Strategy David Herro
|
View | Value | 105560 KS, 6273 JP, ASML, ASRNL NA, BABA, BAYN GR, CON GR, MC FP, WLN FP | Balance Sheets, currency effects, International Value, Sentiment, Valuation Discount |
| 2025 Q2 | Jul 17, 2025 |
Rewey Asset Management Chip Rewey
|
View | Value, SmallCap | DCO, LAKE, OFIX | activestrategy, dispersion, SmallCap, valuation, value |
| 2025 Q2 | Aug 5, 2025 |
Palm Harbour Capital Peter Smith
|
View | Value | - | asset protection, Balance Sheets, forced selling, small caps, value |
| 2025 Q2 | Jul 11, 2025 |
Heartland Value Plus Fund Bradford Evans
|
View | Value | GTES, NVST, SIMO | Balance Sheets, cash flow, Margin Of Safety, valuation, value |
| 2025 Q2 | Jul 27, 2025 |
Weitz Multi Cap Equity Fund Wally Weitz
|
View | Value | BRK/A, HEI, KMX | Balance Sheets, Intrinsic Value, Patience, Valuation discipline, value |
| 2025 Q2 | Aug 27, 2025 |
Cullen Small Cap Value Fund James Cullen
|
View | Value | NMRK | earnings, fundamentals, Mean reversion, small caps, valuation |
| 2025 Q2 | Jun 30, 2025 |
Oakmark Global Select Fund William C. Nygren
|
View | Healthcare, Value, Industrials | - | healthcare, industrials, Quality, value |
| 2025 Q2 | Jul 23, 2025 |
Cedar Creek Partners Tim Eriksen
|
View | Value | ENDI, IQV, MCBS, PCHM, PHIG, PROM, SLRC, SODI | Balance Sheets, Intrinsic Value, Mean reversion, Patience, value |
| 2025 Q2 | Jul 22, 2025 |
American Century Small Cap Value Fund Rajesh Gandhi
|
View | Value | ACLS, AHL, CODI, DOO CN, ENOV, GMS, GPK, GTES, MRX | Balance Sheets, Mean reversion, small caps, valuation, value |
| 2025 Q2 | Aug 11, 2025 |
BlackRock Mid-Cap Value Fund Tony DeSpirito
|
View | Value | - | Balance Sheets, cash flows, Discipline, Mid Caps, value |
| 2025 Q2 | Jul 17, 2025 |
Ariel Fund John W. Rogers
|
View | Value | ATGE, CLB, LESL, NTRS, SJM, SPHR | cyclicals, Recovery, small caps, valuation, value |
| 2025 Q2 | Aug 2, 2025 |
Tweedy, Browne International Value Jay Hill
|
View | Value | - | currencies, Governance, International Equities, valuation, value |
| 2025 Q2 | Sep 10, 2025 |
Bonhoeffer Capital Management Keith Smith
|
View | Value | ART SJ, ARW, BLDR, FFBB, NBN, TIGO, UBAB | Balance Sheets, contrarian, Mean reversion, normalization, valuation |
| 2025 Q2 | Jun 30, 2025 |
Vulcan Value Partners – Small Cap C.T. Fitzpatrick
|
View | Value | - | alpha, Inefficiency, operational leverage, small cap, value |
| 2025 Q2 | Jul 27, 2025 |
Forager Australian Shares Fund Steve Johnson
|
View | Value | 2121 JP, AMA AU, BVS AU, CAT AU, CBA AU, CHL AU, EML AU, EXP AU, JLG AU, MTO AU, NZX NZ, OML AU, PPS AU, PRN AU, RDY AU, THL NZ | asset backing, cash flow, mispricing, normalization, value |
| 2025 Q2 | Jul 6, 2025 |
ByteTree Asset Management Charlie Morris
|
View | Value, Bitcoin, Liquidity | - | Bitcoin Allocation, global diversification, Gold Exposure, Value Investing, Weak Dollar |
| 2025 Q2 | Aug 25, 2025 |
Oldfield Partners LLP Richard Oldfield
|
View | Value | - | cash flow, Discipline, Mean reversion, real assets, value |
| 2025 Q2 | Jun 30, 2025 |
Distillate Capital Large Cap Value Thomas Cole
|
View | Value | - | dividends, free cash flow, Large-Cap Value, returns, Valuation discipline |
| 2025 Q2 | Jul 22, 2025 |
Longleaf Partners Global Fund Ross Glotzbach
|
View | Value | CAN LN, FDX, GLB ID, KHC, LG FP, REGN | diversification, fundamentals, global value, Margin Of Safety, valuation |
| 2025 Q2 | Jul 18, 2025 |
Bailard Small Cap Value Strategy Thomas J.Mudge
|
View | Value | - | Balance Sheets, Mean reversion, small caps, valuation, value |
| 2025 Q2 | Aug 7, 2025 |
Matrix Large Cap Value Strategy David A.Katz
|
View | Value | AMAT, FI | capital returns, earnings, sector rotation, Valuation discipline, value |
| 2025 Q2 | Jul 15, 2025 |
Coho Relative Value Equity Peter Thompson
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View | Value | - | downside protection, fundamentals, Market Concentration, Mean reversion, Valuation discipline |
| 2025 Q2 | Jul 31, 2025 |
Pzena Investment Management Daniel L. Babkes
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View | Value | - | diversification, fundamentals, Mean reversion, Patience, value |
| 2025 Q2 | Aug 27, 2025 |
Cullen Value Fund James Cullen
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View | Value | AMAT, CI, COP, KVUE, MS, ORCL | capital returns, fundamentals, Sentiment, valuation gaps, Value Investing |
| 2025 Q2 | Jun 30, 2025 |
Vulcan Value Partners – All Cap C.T. Fitzpatrick
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View | Value | - | Discipline, Intrinsic Value, Margin Of Safety, value, volatility |
| 2025 Q2 | Jul 24, 2025 |
Focus Capital Management Mordechai Yavneh
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View | Value | - | Discipline, Margin Of Safety, selectivity, valuation, value |
| 2025 Q2 | Jul 22, 2025 |
Aristotle Value Equity Fund Howard Gleicher
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View | Value | ALC SW, AMGN, MCHP, MSFT, UBER | Discipline, Margin Of Safety, normalized earnings, valuation dispersion, value |
| 2025 Q2 | Aug 21, 2025 |
McElvaine Value Fund Tim McElvaine
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View | Value | AIM CN, CFP CN, EXCE, FIH/U CN, GUD CN, HHH, JAR LN, MDOB LN, MXG CN, ONEX CN, PSK CN | contrarian, insider ownership, low leverage, tangible assets, value |
| 2025 Q2 | Jul 17, 2025 |
Dodge & Cox Stock Fund David Hoeft
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View | Value | UNH | Discipline, fundamentals, Health Care, Valuation gap, Value Investing |
| 2025 Q2 | Jul 11, 2025 |
Pelican Bay Capital Management Tyler Hardt
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View | Value | BF/B, EXPE, SLB, VZ | Concentration, Intrinsic Value, Margin Of Safety, value, volatility |
| 2025 Q2 | Sep 30, 2025 |
Crossroads Capital Ryan O'Connor
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View | Value | ASTS, NTDOY | Balance Sheets, free cash flow, mispricing, small caps, value |
| 2025 Q2 | Jul 9, 2025 |
LRT Capital Management Lukasz Tomicki
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View | Value, Quality | - | Compounding, equities, Quality, value |
| 2025 Q2 | Jul 27, 2025 |
Forager International Shares Fund Steve Johnson
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View | Value | 3769 JP, 4194 CN, 4733 JP, APG, CROX, FIX, FLUT, GLEN LN, JD/ LN, MTX GR, PSI CN, TKO, WISE LN, ZETA | contrarian, fundamentals, global value, valuation gaps, volatility |
| 2025 Q2 | Aug 25, 2025 |
Overstone Global Equity Fund Samuel Ziff
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View | Value | 6971 JP, BABA, BNZL.L LN | Currency Risk, fiscal deficits, global diversification, valuation gaps, value |
| 2025 Q2 | Jul 9, 2025 |
Longriver Partners Fund Graham Rhodes
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View | Value | AMD, META, NVDA, TSM | Balance Sheets, cyclicality, Mean reversion, valuation gaps, value |
| 2025 Q2 | Jul 22, 2025 |
Plural Investing Chris Waller
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View | Value | JDG LN, JET2 LN, WOSG LN | Concentration, free cash flow, Intrinsic Value, Value Investing, volatility |
| 2025 Q2 | Jul 14, 2025 |
Marram Investment Management Vivian Y. Chen
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View | Value | - | fundamentals, Mean reversion, Patience, valuation gaps, value |
| 2025 Q2 | Aug 7, 2025 |
Invesco Small Cap Value Fund Jonathan Edwards
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View | Value | BECN, CAKE, COHR, GLOB, IART, LITE, LIVN, NRG, QDEL, TKR | Balance Sheets, cash flow, Mean reversion, small caps, valuation |
| 2025 Q2 | Jul 16, 2025 |
Harvest Lane Asset Management Luke Cummings
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View | Value | - | Balance Sheets, free cash flow, small caps, Value Investing, volatility |
| 2025 Q2 | Jul 31, 2025 |
Northern Large Cap Value Fund Mark Sodergren
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View | Value | - | cash flow, profitability, Quality, valuation, value |
| 2025 Q2 | Jun 30, 2025 |
Mapfre US Forgotten Value Fund Patrick Nielsen
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View | Value | - | Balance Sheets, Intrinsic Value, neglected stocks, re-rating, value |
| 2025 Q2 | Jun 30, 2025 |
Vulcan Value Partners – Focus C.T. Fitzpatrick
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View | Value | - | business fundamentals, Capital discipline, Margin Of Safety, Quality, value |
| 2025 Q2 | Jul 24, 2025 |
The Sound Shore Fund Harry Burn
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View | Value | - | contrarian, fundamentals, Margin Of Safety, Patience, value |
| 2025 Q2 | Aug 5, 2025 |
Gator Capital Management Derek Pilecki
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View | Value | WEX | Balance Sheets, fundamentals, mispricing, small caps, value |
| 2025 Q2 | Jul 22, 2025 |
Harbor Mid Cap Value Fund Josef Lakonishok
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View | Value | ADT, MCK, NRG, TAP | Factor Investing, fundamentals, Mean reversion, mid cap value, Valuation gap |
| 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 | Jan 1, 1970 |
Aegis Value Fund Scott L. Barbee
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View | Value | - | Balance Sheets, Mean reversion, small caps, undervaluation, value |
| 2025 Q2 | Jun 30, 2025 |
FMI All Cap Equity Jonathan T. Bloom
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View | Value | NSIT | dislocations, earnings, Margin Of Safety, valuation, value |
| 2025 Q2 | Jul 27, 2025 |
Hotchkis & Wiley Global Value Fund Scott Rosenthal
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View | Value | BAB LN, ELV, JPED NA, KHC, NOV, UNH | Balance Sheets, Discipline, free cash flow, valuation, value |
| 2025 Q2 | Nov 19, 2025 |
Analog Century Management LP Arnold Van Den Berg
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View | Energy, Value, Materials | - | Energy Equities, inflation protection, Materials Exposure, Valuation discipline, Value Investing |
| 2025 Q2 | Aug 20, 2025 |
Olesen Value Fund Christian Olesen
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View | Value | JPM, MN, VTU, WHZT | asset backing, downside protection, Intrinsic Value, Patience, value |
| 2025 Q2 | Jul 10, 2025 |
Black Bear Value Partners Adam Schwartz
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View | Value | ABG, AN, BLDR, CNR, FLG, HCC | catalysts, free cash flow, mispricing, Shorts, value |
| 2025 Q2 | Jul 21, 2025 |
Legacy Ridge Capital Kris Kelley
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View | Value | PII | Balance Sheets, cash flow, dispersion, Intrinsic Value, value |
| 2025 Q1 | Mar 31, 2025 |
BESTINVER GESTIÓN, S.A., S.G.I.I.C. Tomás Pintó
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View | Value, Europe, Repricing | - | Capital Expenditure, Earnings Normalization, European Equities, valuation re-rating, Value Investing |
| 2025 Q1 | Mar 31, 2025 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | ACAD SS, BFSA GR, BME LN, CIE SM, STM GR | European Small Caps, Free cash flow yield, Intrinsic Value, Mean reversion, valuation dispersion |
| 2024 Q4 | Apr 2, 2025 |
AGT Partners Gregory See
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View | Turnaround, Value, Concentration | - | Concentration, insider buying, ROE Expansion, turnaround, Valuation discipline |
| 2024 Q4 | Dec 31, 2024 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | JTKWY | European Small Caps, Free cash flow yield, Intrinsic Value, Takeover Activity, valuation dispersion |
| 2024 Q4 | Dec 20, 2024 |
Oceana Master Fund Ltd Alexandre Rezende
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View | Value | - | Brazil, Capital Allocation, Crisis, Margin Of Safety, value |
| 2024 Q4 | Feb 11, 2025 |
Torghatten Capital Arne Ulland
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View | Value | CSU CN, EVO SS, V | Assets, Balance Sheets, catalysts, mispricing, value |
| 2024 Q3 | Sep 30, 2024 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | MIDW LN, VPK NA, WWI NO | European Small Caps, Free cash flow yield, Intrinsic Value, NAV Discount, Takeover Activity |
| 2024 Q2 | Jun 30, 2024 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | HEAD LN, KLXE, KWS LN | Balance Sheet Strength, European Small Caps, free cash flow, Intrinsic Value, Takeover Activity |
| 2024 Q1 | Mar 31, 2024 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | EBRO SM, INCH LN, MACF LN | European Small Caps, free cash flow, Intrinsic Value, Pricing Power, Takeover Activity |
| 2023 Q4 | Dec 31, 2023 |
River Oaks Capital Whit Huguley
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View | Value | - | Capital Allocation, free cash flow, Niche Businesses, Share Buybacks, Small Cap Value |
| 2023 Q4 | Dec 31, 2023 |
Motiwala Capital Adib Motiwala
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View | Value, Japan, Governance | 4746 JP, 4832 JP, 6955 JP | Corporate Governance Reform, earnings growth, Japanese Equities, shareholder alignment, Valuation Opportunity |
| 2023 Q4 | Dec 31, 2023 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | LOUP FP | European Small Caps, EV/EBITDA, inflation protection, Intrinsic Value, Takeover Bids |
| 2023 Q4 | Dec 31, 2023 |
AGT Partners Gregory See
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View | China, Value, Concentration | TSM | China Bear Market, Concentrated Portfolio, Long Short Strategy, Margin Of Safety, Value Investing |
| 2023 Q3 | Sep 30, 2023 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | BFSA GR, DFS LN | Europe, Small equity |
| 2023 Q2 | Jun 30, 2023 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value, Inflation, M&A, Rates | ALLFG NA, BOWL LN, RST LN | European Small Caps, free cash flow, interest rates, Pricing Power, Takeover Bids |
| 2023 Q1 | Mar 31, 2023 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value, Inflation, Banking | NOEJ GR | European Small Caps, interest rates, Intrinsic Value, Pricing Power, Value Investing |
| 2022 Q3 | Sep 30, 2022 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | ALCGM FP, CASH SM, CEM IM, LUMI NO, MN IM, NRO FP, SOL IM, TGS NO, TTK GR | cash flow, Intrinsic Value, Pricing Power, Rate Normalization, Valuation gap |
| 2022 Q2 | Jun 30, 2022 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | ENO SM, MN IM | European Small Caps, Free cash flow yield, inflation protection, Intrinsic Value, Valuation Discount |
| 2022 Q1 | Mar 31, 2022 |
EQUAM Global Value Fund Alejandro Muñoz
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View | Value | ADM LN, DFS LN, HLMA LN, INTER NA, NRO FP, OGN ID, TTK GR, VPK NA | European Small Caps, inflation protection, interest rates, Intrinsic Value, Upside Potential |