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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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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| 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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| 2025 Q4 | Jan 23, 2026 | Brandes Small Cap Value Fund | 5.9% | 23.4% | ALKS, AOBC, ARLO, AVDL, CENT, DIIBF, ELAN, EPC, GHM, GIL, GRFS, HURC, HXL, IMKTA, INVX, KMT, MOG.A, NTGR, ORN, PKE, PZZA, RGP, SEE, UTMD | healthcare, industrials, Outperformance, positioning, small caps, value | The fund focuses on small-cap value investing, seeking companies with strong balance sheets, compelling growth prospects, and durable free cash flow generation. The fund exhibits lower valuations than the Russell 2000 Index while maintaining exposure to undervalued opportunities. Management expresses optimism about the potential of value stocks in general. The fund specifically targets small-cap companies, maintaining significant overweight positions in industrials while underweighting financials and real estate compared to benchmarks. The portfolio is positioned as an attractive complement to other small-cap offerings with differentiated exposure and risk characteristics. | CENT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| Matthew Halbower | Pentwater Capital Management | $19.0B | $36.3M | 0.19% | 1,684,000 | +1,684,000 | +100.00% | 1.7086% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $64.3M | 0.12% | 2,983,541 | +2,896,017 | +3308.83% | 3.0271% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $6.0M | 0.01% | 279,525 | +76,710 | +37.82% | 0.2836% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $6.5M | 0.01% | 300,677 | +300,677 | +100.00% | 0.3051% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.8M | 0.00% | 84,085 | -8,315 | -9.00% | 0.0853% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.5M | 0.00% | 71,336 | +71,336 | +100.00% | 0.0724% |
| Cliff Asness | AQR Capital Management | $190.6B | $430,204 | 0.00% | 19,963 | -48,119 | -70.68% | 0.0203% |
| Oliver Murray | Brandes Investment | $13.1B | $4.7M | 0.04% | 218,425 | -5,226,378 | -95.99% | 0.2216% |