concentrated, contrarian, global, Long-only, small caps, value
Olesen Value Fund continues its disciplined, unconstrained value strategy, emphasizing neglected micro and small caps, contrarian opportunities, and special situations. The manager highlights examples like Manning & Napier and DeLclima as cases of deep value recognition through patience and research. The funds bottom-up approach aims to exploit behavioral inefficiencies and market neglect.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
