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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q3 | Sep 30, 2021 | Curreen Capital | -5.2% | 31.5% | AOUT, CNDT, GETB.L, JXN, NILB.ST, WIX.L | Cross-border, small caps, special situations, spinoffs, Turnarounds, value | JXN |
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| 2025 Q2 | Jul 22, 2025 | Brandes Small Cap Value Fund | 12.1% | 4.9% | 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, underperformance, value | The fund focuses on small-cap value investing, seeking companies trading below intrinsic value estimates. The manager emphasizes the fund's lower valuations compared to the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. | GLOB PBH |
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| 2021 Q2 | Jun 30, 2021 | Curreen Capital | 1.4% | 38.7% | AOUT, CACC, CDON.ST, CNDT, GETB.L, KOBRB.ST, KTB, NILB.ST, WIX.L | Capital Allocation, Home Improvement, small caps, spinoffs, United Kingdom, value | WIX.L |
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| 2021 Q1 | Mar 31, 2021 | Curreen Capital | 36.7% | - | AOUT, CACC, CDON.ST, CNDT, GETB.L, KOBRB.ST, KTB, NILB.ST | Concentration, Portfolio Management, small caps, spinoffs, value | KTB GETB.L CACC CNDT AOUT |
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| 2024 Q4 | Dec 31, 2024 | Brandes Small Cap Value Fund | 5.8% | 24.8% | AOUT, ARLO, BSCAX, BSCMX, BSCRX, CAE, DII, ELAN, EPC, ERJ, EXE, FSTR, GHM, HBI, HXL, IMKTA, INVX, KMT, LNSR, MOG.A, MTX, NPK, NTGR, ORION, PAHC, PKE, RBBN, SMG, TKR, UTMD, WKC | aerospace, healthcare, industrials, Machinery, small caps, technology, value | The fund seeks long-term capital appreciation through value investing in small-cap companies. The fund exhibits lower valuations than the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. The manager believes value stocks have attractive potential going forward. | TKR |
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| 2021 Q4 | Dec 31, 2021 | Curreen Capital | 14.6% | 50.7% | AOUT, ASAI SS, CNDT, GETB.L, JXN, NILB SS, TRUEB SS, WIX.L | Capital Allocation, Europe, small caps, spinoffs, Turnarounds, value | JXN |
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| 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 | The fund focuses on small-cap value investing, seeking companies trading below intrinsic value estimates. The manager emphasizes the fund's lower valuations compared to the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. | PBH GLOB PBH GLOB |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 24, 2026 | Seeking Alpha | Seeking Alpha | American Outdoor Brands, Inc. | Consumer Goods | Outdoor & Sporting Goods | Neutral | NASDAQ Stock Market | American Outdoor Brands, e-commerce, financial stability, innovation, market conditions, outdoor lifestyle, Product Diversification, revenue decline, shooting sports, tariffs | View Pitch |
| Jun 15, 2026 | Fund Letters | Curreen Capital | American Outdoor | Leisure | Leisure Products | Bull | NASDAQ | Accessories, Camping, Firearms, Fragmented Market, growth, Hunting, market share, spinoff | View Pitch |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Oliver Murray | Brandes Investment | $13.1B | $14.6M | 0.11% | 1,887,645 | +116,971 | +6.61% | 12.7953% |
| Mario Gabelli | GAMCO Investors | $10.4B | $2.4M | 0.02% | 309,813 | +21,100 | +7.31% | 2.1001% |