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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 22, 2025 | Baron Real Estate Fund | 3.6% | -3.5% | ABNB, AMT, BAM, BN, BXP, CHDN, CSGP, EQIX, EXP, GDS, IRT, PLD, WYNN | Balance Sheets, interest rates, real estate, REITs, rents | The commentary discusses public real estate equities amid higher interest rates and uneven property fundamentals. Management focuses on high-quality REITs with strong balance sheets, embedded rent growth, and long-term demand drivers such as logistics and residential housing. Valuation dispersion is creating selective opportunities despite near-term macro headwinds. | View | |
| 2024 Q4 | Dec 31, 2024 | Madison Mid Cap Fund | -1.9% | 10.3% | ACGL, BAM, CDW, KMX | - | View | ||
| 2022 Q4 | Dec 31, 2023 | Zelikovic Investments / Tavor Capital | - | - | BAM, EXO NA, HEI, IAC, KKR, MSFT, ODFL, TPL | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Third Avenue Real Estate Value Fund | 15.7% | 0.0% | BAM | - | View | ||
| 2019 Q4 | Dec 31, 2019 | Aquamarine Fund | - | 24.6% | AAPL, AIG, AMZN, BAM, BRK/A, JNJ, KKR, TOO, TSLA, WE | - | View | ||
| 2022 Q3 | Nov 14, 2022 | Saltlight Capital | 15.6% | 35.6% | BAM, KARO, MELI | - | View | ||
| 2022 Q3 | Oct 25, 2022 | Third Avenue Real Estate Value Fund | 15.7% | 0.0% | BAM, DHC, FNF, LEN, NWDHU | - | View | ||
| 2025 Q4 | Jan 13, 2026 | FAM Value Fund (No separate Fenimore Value Strategy hedge fund exists) | -1.2% | 4.9% | ADI, AJG, APH, AZO, BAM, BR, BRK-B, BRO, FAST, HEI, IEX, KEYS, MKL, MLM, PGR, ROST, SYK, TT, VMC, ZBRA | AI, fundamentals, mid cap, Quality, Speculation, value | Fenimore maintains focus on high-quality companies with strong balance sheets, consistent profitability, and prudent capital allocation despite continued underperformance versus speculative names. The firm believes solid business fundamentals should reassert themselves as the primary driver of stock prices in the long run, similar to the tech bubble period. AI-related infrastructure investments continue driving market enthusiasm, with companies like Amphenol benefiting from data center buildouts. However, the firm views AI excitement as creating speculation that draws capital away from other areas, leading to extended valuations for AI-related stocks. | FAST AZO BRO APH MKL |
View |
| 2024 Q3 | Sep 30, 2024 | Madison Investors Fund | 7.8% | 17.0% | BAM, CLOV, CPRT, DLTR, GOOG, KEYS, LOW, PCAR, SCHW | - | View | ||
| 2023 Q1 | Apr 30, 2023 | Alphyn Capital Management | 8.9% | 13.5% | BAM, BUR, ENVX, EXO GR, FFX GR, KMX, PRX AJ, WAND LN | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Aristotle International Equity Fund | 10.5% | 13.3% | AAGIY, BAM, MC FP, MGA, RTO | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Aristotle/Saul Global Equity Fund | 6.4% | 11.6% | BAM, HON, LEN, MC FP, RPM | - | View | ||
| 2022 Q4 | Mar 2, 2023 | Saltlight Capital | 15.6% | 35.6% | BAM, RBLX, TCEHY | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | Daniel Schönberger | Brookfield Asset Management | Financials | Asset Management | Neutral | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Veltri Capital Insights | Brookfield Asset Management | Financials | Asset Management | Bull | 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. | ||||||||