active management, global, small caps, software, Specialty Finance, value
Manager focuses on purchasing securities at attractive valuations, often trading below book value or at low earnings multiples. Multiple investments were made based on companies trading at significant discounts to intrinsic value, such as Orchard Funding at 0.5 times tangible book value despite 9% average ROE.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
