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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, AMH, AMT, AVB, BAM, BN, BXP, CBRE, CHDN, CSGP, EQIX, EQR, EXR, GDS, IRT, JLL, LPX, PLD, SITE, SPG, TOL, WELL, WYNN | Data centers, Homebuilders, real estate, Recovery, REITs, Travel, Valuations | Fund invests across REITs and non-REIT real estate categories with focus on demand exceeding supply dynamics. Manager sees compelling valuations with many properties trading below replacement cost and expects transaction market recovery. | View | |
| 2025 Q2 | Jul 14, 2025 | Chilton Capital Management | 10.9% | 6.2% | AAPL, BXP, DOV, HIW | earnings, fixed income, Global Markets, Rate Cuts, REITs, tariffs, technology | Trump's tariff rollout initially caused market volatility but subsequent de-escalation has been a major driver of recovery. American companies have quickly adapted by shifting supply chains and seeking tariff avoidance strategies. The ultimate impact remains uncertain as negotiations continue. | View | |
| 2023 Q2 | Jul 12, 2023 | Purpose Investment Partners | 0.4% | 0.9% | AAPL, BDN, BXP, IEP, PDM, WFC | Canada, Commercial real estate, credit, fixed income, high yield, investment grade, value | Corporate credit, both high yield and investment grade-rated, is historically cheap compared with equities based on bond yields and equity earnings yield. High-yield bonds and investment grade corporate credit yields are 30%-40% higher compared with the same period at 9% and 5%, respectively. Credit investing is a form of deep value investing with healthy respect for cash flow, underlying asset value and margin of safety. | View | |
| 2024 Q1 | Apr 22, 2024 | Chilton Capital Management | - | - | AAPL, AMZN, BXP, GOOGL, META, MSFT, NVDA, SPG, TSLA | AI, earnings, interest rates, large cap, REITs, technology | Artificial intelligence is identified as a major secular growth and productivity driver that has boosted expected gains for a broad range of sectors. The AI theme has contributed to persistent upgrades of expected forward earnings growth, particularly in the technology sector. | View | |
| 2023 Q1 | Apr 13, 2023 | Purpose Investment Partners | 0.6% | 0.6% | AAPL, BDN, BXP, DISH, PDM, WFC | Banking, Canada, credit, distressed, fixed income, high yield, interest rates | Regional U.S. bank failures including Silicon Valley Bank and Signature Bank created credit market volatility. Credit contraction from banking stress may slow the economy similar to higher interest rates. The team views this as creating opportunities in distressed credit situations. | TALEN DISH |
View |
| 2025 Q4 | Feb 12, 2026 | Davis Real Estate Fund | 0.0% | -5.7% | AMT, ARE, AVB, BRX, BXP, CPT, CUZ, DEI, DLR, EQIX, EXR, GPOR.L, HPP, MAA, PLD, REXR, SHO, VTR, WELL | AI, Data centers, Passive flows, Performance, real estate, REITs, valuation | Fund focuses on real estate investment trusts across multiple sectors including senior housing, apartments, office, industrial, and life sciences. Performance was impacted by passive flows favoring larger companies and sector rotation dynamics. The fund maintains overweight positions in apartments and office while being underweight in senior housing. AI demand driving unprecedented data center space requirements with holdings in Digital Realty and Equinix benefiting from recent leasing deals. Risks include power availability constraints, transmission limitations, and potential technology disruption that could reduce data center demand over time. | DLR EQIX PLD ARE WELL |
View |
| 2024 Q3 | Oct 30, 2024 | Gator Capital Management | 10.8% | 24.3% | AX, BXP, CBNA, COLB, CUZ, FCNCA, HOOD, JXN, PYPL, REAL, UMBF, VNO, WAL | Banking, Deposits, financials, Regional Banks, value | The fund focuses heavily on regional banking with multiple positions including First Citizens Bancshares, UMB Financial, Western Alliance Bancorp, and Columbia Banking System. The manager emphasizes the value of strong deposit franchises following the Regional Bank Crisis in March 2023. | CBNA |
View |
| 2024 Q3 | Sep 30, 2024 | Columbia Dividend Opportunity Fund | 9.5% | 0.0% | ABBV, BAC, BBY, BX, BXP, CSCO, CVX, F, GS, IBM, JNJ, JPM, K, KO, MMM, MRK, SWK, VST, WFC, XOM | AI, dividends, large cap, rates, Utilities, value | The fund focuses on companies with historically consistent and increasing dividends. The improving interest rate outlook helped fuel robust gains for dividend payers. The manager remains optimistic about dividend stock prospects given steady economic growth and falling interest rates. | 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. | ||||||||