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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Aristotle Small Cap Equity Fund | 3.3% | - | ACIW, ALIT, BHLB, CHE, CMCO, DY, FLS, GRDN, IPAR, JBGS, MNRO, MTSI, SMG, TROX, VRRM | Balance Sheets, fundamentals, Inefficiency, small caps, Valuations | The letter emphasizes disciplined small-cap investing focused on companies with durable business models, strong balance sheets, and consistent cash generation. Management highlights valuation inefficiencies in the small-cap universe driven by passive flows and investor neglect. Small caps are positioned for relative outperformance as fundamentals reassert importance over macro narratives. | CHE |
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| 2025 Q2 | Jul 22, 2025 | Aristotle Small/Mid Cap Equity | 4.6% | - | ACIW, ALIT, BHLB, CHE, CMCO, DLB, DY, FTAI, IPAR, JBGS, MNRO, MTSI, PRGO, SMG, TROX, VRRM | diversification, earnings, Quality, Small/Mid Cap Caps | CHE |
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| 2025 Q2 | Jul 20, 2025 | The London Company Small Cap | 2.4% | -4.9% | ACIW, AWI, CABO, GTES, MATX, NEU, SGI, WTM | free cash flow, Quality, returns on capital, small cap, volatility | The letter emphasizes conservative small-cap investing focused on free cash flow generation and strong returns on capital. Market volatility and tariff-driven uncertainty have created dispersion and selective opportunity. Quality is viewed as a long-term advantage despite short-term performance headwinds. | ACIW AWI NEU GTES |
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| 2025 Q1 | Apr 15, 2024 | The London Company Small Cap | -7.1% | -7.1% | ACIW, ATKR, CNNE, DV, MC, NGVT, RVLV, SGI, THG, UNF | - | View | ||
| 2025 Q3 | Oct 28, 2025 | The London Company SMID Cap | 0.8% | -6.6% | ACIW, AWI, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | Artificial Intelligence, fundamentals, interest rates, Mid Caps, Quality | The fund lagged its benchmark due to underperformance of high-quality holdings during a high-beta rally driven by AI enthusiasm and rate cuts. Management emphasized patience with quality-focused, cash-generative companies that historically regain leadership when speculation subsides. The team continues to avoid speculative growth, favoring resilient mid-cap franchises positioned for normalized rate environments. | DECK ACIW JKHY CWST WAT NEU SGI AWI DECK ACIW JKHY CWST WAT NEU SGI AWI |
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| 2025 Q3 | Oct 28, 2025 | The London Company Small-Mid Cap | 0.8% | -6.6% | ACIW, AWI, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | Artificial Intelligence, fundamentals, interest rates, Quality, volatility | The portfolio trailed as high-beta, speculative stocks rallied on Fed easing and AI optimism, while quality-focused names lagged. Managers noted the markets shift toward volatility and speculation, which they expect to reverse as fundamentals reassert leadership. The team continues emphasizing resilient companies with strong cash flow and durable moats as valuations stretch and rate cuts support selective opportunities. | View | |
| 2024 Q3 | Oct 2, 2024 | The London Company Small Cap | 7.0% | 8.9% | ACIW, CERT, PLUS, RVLV, VNT, WTM | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ACHC, ACIW, ASC, BWIN, FIBK, NVRI | - | View | ||
| 2024 Q2 | Jul 22, 2024 | The London Company Small Cap | 7.0% | 8.9% | ACIW, CERT, DOOR, DV, ENOV, GTES, MATX, MBUU, MUSA, TPX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Brian Campbell | ACI Worldwide, Inc. | Information Technology | Application Software | Bull | NASDAQ | backlog, insider buying, Payments, recurring revenue, Software | View Pitch |
| Nov 29, 2025 | Fund Letters | Brian Campbell | ACI Worldwide Inc. | Information Technology | Financial Software & Data Systems | Bull | NASDAQ | Fintech, intrinsic value, Margins, Payments, recurring revenue, Software | View Pitch |
| Nov 29, 2025 | Fund Letters | Brian Campbell | ACI Worldwide Inc. | Information Technology | Financial Software & Data Systems | Bull | NASDAQ | Fintech, intrinsic value, Margins, Payments, recurring revenue, Software | 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. | ||||||||