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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | abrdn U.S. Small Cap Equity Fund | 6.9% | 3.0% | ABCB, ADMA, AHR, ATZ.TO, CHEF, CNMD, CORT, ELF, FIBK, FOLD, GPK, MMSI, REVG, SKWD, TMX.TO | Beauty, healthcare, infrastructure, Onshoring, Quality, small caps, tariffs, Trade Policy | President Trump's sweeping tariff policies initially weighed on investor sentiment, with China facing over 100% US duties. A 90-day pause was announced for most tariffs as part of trade negotiations, followed by US-China agreement on substantial reciprocal tariff reductions. The US doubled tariffs on global steel and aluminum imports to 50%, adding to trade policy uncertainty. | View | |
| 2025 Q2 | Jul 25, 2025 | Third Avenue Small-Cap Value Fund | 6.5% | - | ABCB, ALG, BATRK, BXC, CTLP, ECPG, FRPH, HBB, IBTX, KALU, LXU, MYR, OCFC, PB, PRA, SAGE, SBSI, SUPN, UMBF, VC | Balance Sheet, Financial Strength, M&A, Resource Conversion, small cap, value | U.S. small-cap companies present once-in-a-generation attractive opportunities relative to the broader equity market after lengthy underperformance. Higher volatility in small-caps increases probability of significant mispricing, creating opportunities for active managers. The investment universe offers particularly high volume of merger and acquisition activity with low impediments to transactions. | VC CTLP SUPN CTLP |
View |
| 2025 Q3 | Nov 11, 2025 | AMG GW&K Small Cap Core Fund | 6.9% | 3.6% | ABCB, CRDO, HLI, INTA, LOPE, MEDP, MTSI, PRIM, RBC, RGTI, RMBS, SPXC, STRL, SUPN | AI, Biotech, earnings, healthcare, small cap, technology | The market saw impressive gains driven by artificial intelligence stocks, though the fund missed these speculative rallies due to its focus on consistent earnings. The team added two technology stocks to increase exposure to AI infrastructure during the quarter. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $389,843 | 0.00% | 5,249 | +5,249 | +100.00% | 0.0069% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $2.2M | 0.00% | 29,653 | +29,653 | +100.00% | 0.0388% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $642,882 | 0.00% | 8,656 | -97,218 | -91.82% | 0.0113% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.8M | 0.00% | 24,838 | -645,474 | -96.29% | 0.0325% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $2.5M | 0.00% | 33,210 | +4,953 | +17.53% | 0.0435% |
| Cliff Asness | AQR Capital Management | $190.6B | $31.4M | 0.02% | 422,628 | +28,431 | +7.21% | 0.5534% |
| Mario Gabelli | GAMCO Investors | $10.4B | $3.9M | 0.04% | 52,900 | +4,100 | +8.40% | 0.0693% |