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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 21, 2025 | Brandes Small Cap Value Fund | 11.2% | 16.6% | AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF | healthcare, industrials, positioning, small caps, technology, underperformance, value | Small-cap value stocks advanced strongly, led by health care and industrial holdings like Elanco and Park Aerospace. Managers added to undervalued names such as Prestige Consumer Healthcare and Globant, citing stable cash flows and long-term growth in digital transformation. The fund remains overweight industrials and defensives amid attractive valuations. | PBH GLOB PBH GLOB |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Stock Pursuit | American Outdoor Brands | Consumer Goods | Outdoor Products | Bull | NASDAQ Stock Market | American Outdoor Brands, brand recognition, consumer goods, International Growth, outdoor products, Revenue Growth, shareholder value, Smith & Wesson spin-off, stock buybacks, valuation | View Pitch |
| Oct 15, 2025 | Substack | Stock Pursuit | American Outdoor Brands | Consumer Discretionary | Leisure | Bull | affluent consumers, consumer goods, deep value, Gross margin, long-term growth, market cap, net tangible asset value, premium brands, stock buyback, tariff impact | View Pitch | |
| Oct 14, 2025 | Substack | Toff Cap Monday Monitor | American Outdoor Brands, Inc. | Consumer Discretionary | Leisure | Neutral | activist involvement, buyback, challenging year, Engine Capital, long-term prospects, management confidence, market cap, outdoor products, share price, strategic changes | View Pitch | |
| Aug 7, 2025 | Substack | Stock Pursuit | American Outdoor Brands | Consumer Discretionary | Leisure | Bull | NASDAQ | — | 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. | ||||||||