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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Miller Howard Investments Income-Equity Strategies | 3.8% | - | ABLV, C, CAG, CSCO, EMN, EPD, GS, JNJ, JPM, MRK, PAYX, RHI, STT, TRP | cash flow, dividends, income, total returns, volatility | The letter emphasizes equity income as a durable return driver in an environment of elevated uncertainty, market concentration, and volatile macro signals. Management argues that dividends provide a more stable and predictable component of total returns than buybacks, particularly during downturns when capital discipline matters most. The strategy favors companies with resilient cash flows, balance sheet strength, and a demonstrated commitment to growing shareholder payouts over time. | View | |
| 2023 Q4 | Dec 31, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | BAC, CAG, HST, MDT, OGE, POR | - | View | ||
| 2025 Q3 | Nov 8, 2025 | Cullen Enhanced Equity Income Fund | 0.9% | 5.4% | BAX, BDX, CAG, RIO, SW | defensives, dividends, growth vs value, interest rates, Valuations | Market concentration and AI-driven exuberance have pushed valuations of growth sectors to multi-decade extremes, widening the gap between Growth and Value. High-quality defensive sectors have been neglected, creating favorable conditions for mean reversion as rate cuts make dividend yields more attractive. The fund argues that Value and Dividend strategies are well positioned amid overcrowded growth trades and elevated macro uncertainty. | SPGI |
View |
| 2025 Q3 | Oct 19, 2025 | Miller Howard Investments | - | - | CAG, CCI, COP, NRG, TTE | cash flow, dividends, energy, income, infrastructure | The firm highlights broad-based income-oriented strategies focused on energy, infrastructure, and utilities, emphasizing dividend growth and capital discipline. Energy and infrastructure exposure provided resilient income generation amid a volatile macro backdrop. The strategy continues to target stable, high-yielding sectors with long-term cash flow visibility. | View | |
| 2025 Q3 | Oct 19, 2025 | Miller Howard Investments Income-Equity Strategies | 3.6% | - | ABBV, BK, C, CAG, CMCSA, COP, ELS, EMN, GSK, HRL, JNJ, ORI, PAYX, TTE, TXN | AI, cash flow, dividends, financials, value | Income-Equity portfolios outperformed on dividend strength from financials and healthcare while contrasting AI-driven spending by large-cap tech firms. The strategy emphasizes high and growing income from undervalued cash-generative companies, avoiding speculative AI capex cycles. | TTE HRL ELS COP |
View |
| 2024 Q2 | Jun 30, 2024 | Coho Relative Value Equity | 0.0% | 6.1% | CAG, NVDA, STZ | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | AVGO, CAG, RHI | - | View | ||
| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | CAG, EMN, EPD, EXR, KEY, MSM, PSX, RY | - | View | ||
| 2023 Q2 | Jun 30, 2023 | The Sound Shore Fund | 6.7% | 21.1% | AMAT, CAG, CAH | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 20, 2026 | Seeking Alpha | Seeking Alpha | Conagra Brands, Inc. | Consumer Goods | Packaged Foods | Bull | New York Stock Exchange | AI initiative, Conagra Brands, consumer behavior, Food inflation, GLP-1 drugs, health-conscious trends, operational efficiency, Packaged Foods, Project Catalyst, protein-focused products | 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. | ||||||||