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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | ClearBridge Investments Large Cap Value | - | - | APD, AVGO, EIX, INTC, MCK, ORLY, PH, SBUX, SHW, UPS | - | View | ||
| 2025 Q2 | Jul 20, 2025 | The London Company Income Equity | 4.5% | 9.1% | 7974 JP, AAPL, APD, CB, MSFT, PGR, PM, UPS | dividends, income, low volatility, Quality, shareholder yield | The letter focuses on high-quality, low-volatility equity income positioned to perform through macro uncertainty. Dividend yield, balance sheet strength, and pricing power are emphasized as defenses against policy and economic risk. Shareholder yield is expected to drive a significant portion of returns. | CB APD PM MSFT |
View |
| 2024 Q1 | May 13, 2024 | The London Company Large Cap | 8.1% | 14.6% | AAPL, APD, BRK/B, MLM, NSRGY, PGR, SBUX | - | View | ||
| 2024 Q1 | May 13, 2024 | The London Company Income Equity | 10.4% | 14.6% | AAPL, APD, FAST, FIS, MSFT, PGR, SBUX | - | View | ||
| 2025 Q1 | Apr 10, 2025 | Aristotle Value Equity Fund | 0.7% | 0.7% | 6758 JP, ADBE, APD, GOOG, HON, ML FP, MRP | - | View | ||
| 2024 Q1 | Mar 31, 2024 | Fenimore Dividend Focus Strategy | 10.3% | 10.3% | APD, SYK, TROW, TT | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Mar Vista Strategic Growth Fund | 5.5% | 0.0% | ADI, AMT, APD, FTV, MKL, MSFT, TDG, VLTO | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Fenimore Dividend Focus Strategy | 10.8% | 19.7% | A, APD, ENTG, MLM, TT | - | View | ||
| 2023 Q4 | Dec 31, 2023 | FAM Value Fund (No separate Fenimore Value Strategy hedge fund exists) | 11.3% | 16.1% | APD, CDW, MKL, ROST, WAT | - | View | ||
| 2025 Q4 | Jan 7, 2026 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, ADP, APD, AVGO, GOOGL, ITX.MC, KO, LHX, META, MMC, MSFT, NESN.SW, NVDA, ODFL, ORCL, TEL, TMUS, UL, UNP, XOM | AI, Concentration, diversification, dividends, large cap, semiconductors, technology, value | AI will radically change lives, labor markets and the economy, but investors already ascribe trillions of dollars of value to AI-related enterprises while aggregate AI-related revenues are minimal relative to embedded expectations. The landscape is evolving too swiftly to conclude today's favored players will be ultimate winners, with fundamental questions remaining about LLM commoditization and revenue sustainability. The strategy's average holding has grown its dividend at 10% over the last 12 months with similar growth expected in coming years. The fund maintains focus on dividend-paying companies as part of its core investment approach and diversification strategy. The ClearBridge Dividend Strategy trades at a significant discount to the broader market with a P/E ratio of 19.8x versus 24.7x for the S&P 500. The managers value securities based on free cash flow yields and gravitate toward those with asymmetric risk-reward profiles. | View | |
| 2024 Q2 | Jul 22, 2024 | The London Company Large Cap | 8.1% | 14.6% | ALB, APD, GOOG, MLM, NEU, NSC, ODFL, TEL, TXN | - | View | ||
| 2024 Q2 | Jun 30, 2024 | ClearBridge Investments Large Cap Value | 0.0% | 0.0% | APD, BAC, CHTR, CVS, MCK | - | View | ||
| 2023 Q4 | Jan 23, 2024 | The London Company Income Equity | 10.4% | 14.6% | APD, BLK, CVX, DEO, NSC, SCHW | - | View | ||
| 2024 Q4 | Jan 13, 2025 | 13D Activist Fund | 0.8% | 1.7% | APD, HR, LW, RIOT, RPD | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 30, 2026 | Fund Letters | Robert Feitler | Air Products and Chemicals, Inc. | Materials | Industrial Gases | Bull | New York Stock Exchange | Discipline, Free Cash Flow, Industrial Gases, infrastructure, Pricing power | View Pitch |
| Jan 8, 2026 | Fund Letters | Brian Campbell | Air Products and Chemicals, Inc. | Materials | Industrial Gases | Bull | New York Stock Exchange | capital discipline, clean energy, de-risking, Industrial Gases, profitability | 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. | ||||||||