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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 | Invenomic Capital Management | 5.0% | 4.6% | BIVIX | Equity, Factor, Long/Short, momentum, small caps, value | Value is currently going through one of its worst performance periods in history, with the value-growth spread at -9.0% for 2025. The fund maintains a value-oriented approach despite persistent headwinds over the last three years. Momentum factor is in the midst of one of its strongest three-year runs in history, creating headwinds for the fund. The manager believes momentum is historically mean-reverting and expects a sizable rotation. The fund has a small-cap bias given willingness to buy smaller companies rather than short them. Large-caps have meaningfully outperformed small-caps by over 1000 basis points, creating persistent headwinds since inception. | View |
| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||