| 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 |
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| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||