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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 6, 2024 | Greenlight Capital | 1.1% | 9.0% | ALIT, BHF, BZZUY, CEIX, CPRI, FIZN, GPOR, HPQ, KD, NPWR, ODP, SOLB | - | View | ||
| 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 Q3 | Oct 24, 2025 | Meridian Growth Fund | -1.8% | - | ALGN, ALIT, HALO, MDGL, SPT, ZD | capital goods, healthcare, semiconductors, SMID, valuation | A quality-oriented SMID strategy trailed as high-beta, high-valuation names outperformed amid AI-infrastructure exuberance. Underweights in industrial capital goods and speculative semis, plus a healthcare overweight, were headwinds; contributors included biopharma royalty and digital media. Managers caution on stretched multiples and stick to durable free-cash-flow compounders. | ZD HALO MDGL ALGN SPT ALIT |
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| 2025 Q3 | Oct 24, 2025 | Meridian Small Cap Growth Fund | 4.2% | - | ALIT, CCSI, KEX, SPT, TPB, ZBIO | capital goods, healthcare, semiconductors, small caps, valuation | A quality-biased, lower-beta process lagged a speculative, momentum-led rally; managers avoided expensive capital-goods and speculative semis despite a powerful AI buildout. Healthcare overweight and underweights in capital goods hurt, but stock selection in consumer, comm services, and financials helped. They remain disciplined on durable growth at reasonable valuations. | CCSI ZENAS TPB KEX SPT ALIT ZD HALO MDGL ALGN SPT CCSI KEX SPT |
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| 2024 Q3 | Oct 23, 2024 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | 4P0 GR, ALIT, ALRM, BROS, DOCS, ELF, GSHD, HLNE, NSIT, NVEE, PCTY, PGNY, RH, RMBS, RVLV, SITM | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 2412 JP, 696 HK, ALIT, DOCS, GSHD, KWS LN, MORN, XPEL, YETI | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, CCCS, CWAN, DCGO, DOCS, EEFT, EXLS, FTCH, GSHD, LESL, OLO, XPEL, YETI | - | View | ||
| 2024 Q3 | Oct 18, 2024 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | 0HOT LN, AIT, ALIT, BLD, ELF, FIVE, GSHD, HLNE, MPWR, PGNY, RH, RVLV | - | View | ||
| 2024 Q3 | Oct 18, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | ALIT, BLD, CWAN, ELF, EXLS, FEVR, FIVE, GSHD, KNSL, MPWR, PGNY, RVLV, TME, TTEK | - | View | ||
| 2024 Q2 | Jul 24, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | ALIT, BMBL, DATA LN, DLO, MDLM, MPWR, PGNY, PRO AU, TME | - | View | ||
| 2024 Q2 | Jul 24, 2024 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | AAON, AIT, ALIT, DAVA, HELE, HLNE, IBP, OPCH, PGNY, RGEN, ROAD, RVLV, SITM, SMCI, WING, XPEL | - | View | ||
| 2023 Q2 | Jul 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, APPF, BL, FFO GR, GSHD, LESL, PGNY, RVLV | - | View | ||
| 2023 Q2 | Jul 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | ALIT, AZPN, CPRT, DT, ETSY, MORN, RVLV, TTD | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Meridian Growth Fund | 6.8% | 0.0% | AGIO, ALIT, RELY, TMDX. CHWY, TRMB | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | AGS, ALIT, BYRN, LZ, SILK, TMDX | - | View | ||
| 2023 Q1 | Apr 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, AZTA, BMBL, OLPX | - | View | ||
| 2024 Q4 | Jan 23, 2025 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | ALIT, BLD, CWAN, ELF, EXLS, FEVR, FIVE, GSHD, KNSL, MPWR, PGNY, RVLV, TCEHY, TTEK | - | View | ||
| 2023 Q4 | Jan 22, 2024 | Greenlight Capital | 1.1% | 9.0% | ALIT, CEIX, GRBK, KD, SWN, SYENS BB, THC, VTRS, VTSC GR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 9, 2025 | Substack | Toff Cap Monday Monitor | Alight Solutions | Information Technology | Software - Application | Bull | Alight Solutions, business services, cloud migration, deleveraging, EBITDA, efficiency gains, Free Cash Flow, insider buying, operational improvements, turnaround | View Pitch | |
| Nov 29, 2025 | Fund Letters | Chad Meade | Alight, Inc. | Information Technology | Data Processing & Outsourced Services | Bear | NYSE | Bookings, deleveraging, Execution, guidance, Outsourcing, Retention | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Alight Inc. | Information Technology | Human Capital Software | Bear | NYSE | AI integration, Execution, HCM, Margin recovery, Retention, Software, transformation, valuation | View Pitch |
| Oct 23, 2025 | Value Investors Club | Griffin | Alight Inc. | Information Technology | Human Resource & Employment Services | Bull | NYSE | Automation, Benefits administration, Buyback program, cloud migration, Dividend initiation, FCF growth, Human capital software, margin expansion, Starboard Value, turnaround | 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. | ||||||||