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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Small Cap Fund | -11.5% | -11.5% | ALGT, AVNS, CALM, CIVI, COOP, ESGR, FADV, FTAI, HLIO, IGIC, LOB, NSP, SEB, TBK, TKO.TO, TTAN, UGI, WBS | Mortgage, small caps, tariffs, Trade Policy, Utilities, value, volatility | President Trump announced significant tariffs including a 104% tariff on China in response to retaliation, creating widespread uncertainty about global trade relationships. Markets are struggling to digest whether tariffs are negotiation tactics or permanent policy changes that will reshape world trade order. | View | |
| 2026 Q1 | Apr 1, 2026 | Summers Value Fund | -2.7% | -2.7% | AVNS, TBPH | healthcare, M&A, Medical Devices, Pharmaceuticals, small caps, value | TBPH AVNS TBPH AVNS |
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| 2024 Q4 | Jan 18, 2025 | Rewey Asset Management | - | 27.3% | ARIS, AVNS, BKR, HAL, KD, SLB, WFRD | Concentration, neglect, Oil Services, small caps, SMID, value | Manager sees significant neglect and undervaluation in small and mid-cap stocks driven by the rise of index investing. Believes reallocation from large-cap tech concentration could drive substantial inflows to small/mid-cap space. Portfolio focuses on profitable companies within the Russell 2500 universe. | WFRD AVNS KD |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Summers Value Fund | Avanos Medical | Medical Devices | Health Care Equipment | Bull | NASDAQ | Enteral Feeding, healthcare, M&A, Medical devices, private equity, spin-off, turnaround, Value | View Pitch |
| Apr 27, 2026 | Fund Letters | Summers Value Fund | Avanos Medical | Medical Devices | Health Care Equipment | Bull | NASDAQ | Enteral Feeding, healthcare, M&A, Medical devices, private equity, spin-off, turnaround, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Rewey Asset Management | Avanos Medical Inc | Health Care | Health Care Equipment | Bull | NYSE | CEO transition, Digestive Health, EBITDA multiple, M&A Target, Medical devices, Pain Management, Value | 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. | ||||||||