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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Spree Capital Advisers | - | - | AMT, CCI, SBAC | - | View | ||
| 2024 Q2 | Jul 10, 2024 | Aristotle Value Equity Fund | 6.3% | 12.3% | AWK, CCI, LEN, MSFT, OSK, QCOM, VLTO | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Carillon Eagle Growth & Income Fund | - | - | ABBV, AVGO, CCI, CVX, ETN, JPM, MRK, MSFT, TGT, WEC | - | View | ||
| 2023 Q3 | Oct 31, 2023 | The London Company Income Equity | 10.4% | 14.6% | AAPL, CCI, CVX, NOC, NSC, PAYX, PFE, PGR, TXN, VZ | - | View | ||
| 2025 Q3 | Oct 2, 2025 | LRT Capital Management | - | -0.2% | ABG, CAAP, CCI, CHE, CHTR, CIGI, CM, DRI, FN, GPI, IESC, PBR, RLI, SNEX, SSD, TD, TRV, TTC, UNH, XOM | Hedges, Long/Short, Quality, Shiller PE, small caps | LRT focuses on a systematic long/short approach anchored in high-quality companies trading amid extreme market valuations. The manager highlights elevated index multiples and the opportunity created when quality factors lag speculative leadership. Quality remains compelling as valuation discipline and downside control matter more in late-cycle conditions. | 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 Infrastructure | 3.0% | - | AMT, CCI, CMCSA, ENB CN, ETR, KMI, OKE, PPL, SRE, TRP CN, UPS | AI, dividends, energy, infrastructure, Utilities | Infrastructure assets gained from AI-related data center expansion and natural gas project growth. Utilities and midstream firms benefit from AI-driven energy consumption and capital projects, while cell towers underperformed amid slowing growth. The portfolio remains positioned for stable income and dividend growth from regulated assets. | PPL SRE ETR ENB CN CCI |
View |
| 2023 Q2 | Jul 28, 2023 | Aristotle Value Equity Fund | 6.3% | 12.3% | ATVI, CCI, MLM | - | View | ||
| 2023 Q2 | Jul 19, 2023 | The London Company Income Equity | 10.4% | 14.6% | AAPL, CCI, LOW, MSFT, PGR, SCHW, TGT | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Adam Fackler | Crown Castle Inc. | Real Estate | Telecom Tower REITs | Bull | NYSE | 5G, AI, deleveraging, dividends, infrastructure, Towers, valuation | 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. | ||||||||