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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 10, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ASC, AZZ, CRI, CRNC, DY, GTLS, LFUS, PWSC | energy, financials, industrials, infrastructure, reshoring, small caps, technology, value | Valuations of small versus large continue to remain near multi-decade lows, which suggests a more favorable setup for small caps relative to large caps in the periods to come. Small-cap valuation relative to large cap is at multi-decade lows and any fundamentally driven repositioning is likely to benefit small caps more than larger companies. Smaller caps remain better positioned to benefit from the reshoring of U.S. manufacturing, a pickup in M&A activity, the CHIPS Act, and several infrastructure projects on the horizon. | LFUS GTLS CRI DY ASC |
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| 2024 Q1 | Apr 15, 2024 | Riverwater Sustainable Value Strategy | -0.6% | 7.9% | ATKR, AZZ, CROX, HDSN, ICFI, IRDM, LECO, LMNR, LPX, MOD, NYCB, PLXS, QCOM, TALO, WAL | AI, Data centers, Electrical, Energy Transition, industrials, Quality, small caps, value | Small-caps continued what appears to be a new bull market since hitting bottom last October. Small-caps still have significant ground to cover, having last peaked in 2021, while large-caps have continued to hit record highs. The manager believes they're in the 9th inning of large-cap outperformance and the next five and ten-year outlook for small versus large appears highly enticing. | ATKR |
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| 2025 Q4 | Jan 29, 2026 | abrdn U.S. Small Cap Equity Fund | 0.5% | 8.8% | ARCB, ARQT, ATEC, ATZ.TO, AZZ, CARG, CORT, ELF, HLIO, ITGR, LRN, LZB, OSW, PI, REVG, SUPN, TRNO, VIAV | healthcare, industrials, infrastructure, Quality, small caps, technology | The fund focuses on US small-cap equities, which rose over the quarter but lagged broader US equities. The manager emphasizes higher-quality small-cap businesses that offer resilience against macroeconomic headwinds while benefiting from secular trends. The manager sees compelling opportunities from increased infrastructure investment as a secular trend. New position AZZ is positioned to benefit from grid modernization and domestic manufacturing reshoring. Reshoring of supply chains presents compelling opportunities for smaller companies. AZZ is positioned to benefit from domestic manufacturing reshoring trends, while the broader strategy targets companies that can capitalize on this shift. The fund initiated a position in AZZ, which is positioned to benefit from accelerating data-center development. This reflects the manager's view on the growth potential in data center infrastructure. | CORT |
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| 2022 Q3 | Sep 30, 2022 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | AZZ, CARG, CMP, ECVT, GBLI, HCCI, LGF/A, VSAT, WSTG | - | View | ||
| 2022 Q1 | Apr 30, 2022 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | AZZ, CFX, ECVT, SCWX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Chris Welch | AZZ Inc. | Industrials | Electrical Components & Equipment | Bull | NYSE | Coatings, infrastructure, Reshoring, services, valuation | View Pitch |
| Sep 29, 2025 | Seeking Alpha | Seeking Alpha | AZZ Inc. | Specialty Business Services | Bull | AZZ Inc., clean energy, coil coating, construction, hot dip galvanizing, industrial services, infrastructure investment, market opportunity, profitability, Revenue Growth | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | Matthew J. Smith | AZZ Inc | Industrials | Specialty Business Services | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Grassroots Trading | AZZ Inc. | Industrials | Specialty Business Services | Neutral | NYSE | — | 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. | ||||||||