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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jun 30, 2023 | Brown Capital Management International All Company Fund | 4.8% | 14.4% | ABCM, AFX.DE, AUTO.OL, COH.AX, MBLY, MELI, NVO, REL.L, SIM.CO, TEMN.SW | AI, Exceptional Growth Companies, growth, healthcare, international, technology | The fund is actively reviewing portfolio companies to gauge the impact of generative AI on their businesses. RELX has developed Lexis+ AI, a generative AI platform for legal work built on proprietary legal content. All portfolio companies could see productivity improvements from adopting generative AI models. | MBLY ABCM REL.L |
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| 2023 Q1 | Mar 31, 2023 | Brown Capital Management International All Company Fund | 9.2% | 9.2% | 0268.HK, ABCM, AUTO.OL, FLTR.L, MELI | Automation, Banking, E-Commerce, growth, international, rates, technology | MercadoLibre dominates online marketplace and payments in Latin America, with gross merchandise value growing 35% year over year despite economic headwinds. Total payments volume from MercadoPago grew 80%, with off-marketplace payments increasing 121%. The company's years of investments in delivery and payment capabilities are paying off. | AUTO.OL 0268.HK ABCM ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM FLTR.L |
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| 2023 Q4 | Dec 1, 2024 | Headwaters Capital Management, LLC | 8.8% | 21.4% | ABCM, DHR, FICO, INSP, IPAR | Beauty, Concentration, Fragrance, growth, small cap, value | Manager believes small cap stocks are poised to lead the market over the next five years, trading at the cheapest absolute and relative multiple to large caps in decades. Profitable small cap stocks are trading at the cheapest relative multiple to large caps since 2000, with historical precedent showing 55% cumulative outperformance over 6 years from similar starting points. | IPAR |
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| 2023 Q3 | Oct 26, 2023 | Headwaters Capital Management, LLC | 8.8% | 21.4% | ABCM, CYRX, DHR, INSP, ISRG, QLYS, TECH, TMO, UFPT | activism, cybersecurity, healthcare, Life Sciences, mid cap, small caps, value | Weight loss drugs created significant market fears during Q3, particularly impacting healthcare stocks. The manager believes concerns about GLP-1 drugs reducing obesity and affecting medical procedures are overblown, especially for companies like Inspire Medical which could actually benefit from patients reducing BMI into treatable ranges. | ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN QLYS |
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| 2023 Q2 | Jul 25, 2023 | Headwaters Capital Management, LLC | 8.8% | 21.4% | ABCM, CYRX, NSIT, TMDX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Brown Capital Management International All Company Fund | Abcam plc | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | activist investor, Antibodies, biotechnology, Drug Discovery, healthcare, life sciences, M&A Target, Research Tools, UK | View Pitch |
| Apr 27, 2026 | Fund Letters | Brown Capital Management International All Company Fund | Abcam PLC | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Antibodies, Drug Discovery, ERP implementation, Global distribution, life sciences, Mission-Critical, Research Tools | View Pitch |
| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||