| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 8, 2026 | Aristotle Small Cap Equity Fund | 13.7% | 15.4% | ACIW, AER, AGI.TO, BY, COLD, HASI, HQY, HURN, IPGP, LFUS, MRCY, MTSI, UMBF, VRRM | AI, defense, Onshoring, Regional Banks, semiconductors, small caps, value | UMBF IPGP HURN AGI.TO MRCY MTSI |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | Mark Dockray | Byline Bancorp | Financials | Banks - Regional | 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. | ||||||||