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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Jan 13, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | BDC, CHRS, CUBI, NOG, OII, SP | energy, financials, rates, small caps, technology, value | Manager believes small cap underperformance may be ending as valuations remain near multi-decade lows relative to large caps. Expected earnings and sales growth improvements for small caps in 2024 could outpace large caps, providing fundamental support. | ENOG.L BBDC4.SA OII CUBI ^GSPC |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Baron Focused Growth Fund | Choice Hotels International, Inc. | Consumer Discretionary | Hotels, Restaurants & Leisure | Bull | NYSE | acquisition, asset-light, franchise, hospitality, Hotel Franchisor, loyalty program, Revenue Management, Travel | 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 |
|---|---|---|---|---|---|---|---|---|
| Israel Englander | Millennium Management LLC | $233.2B | $937,840 | 0.00% | 660,451 | -2,239,501 | -77.23% | 0.4792% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $715,502 | 0.00% | 503,875 | +468,163 | +1310.94% | 0.3656% |
| Cliff Asness | AQR Capital Management | $190.6B | $1.3M | 0.00% | 885,720 | -17,317 | -1.92% | 0.6426% |
| Rich Handler | Jefferies | $19.3B | $561,170 | 0.00% | 395,190 | +69,565 | +21.36% | 0.2867% |