Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 27, 2025 | Cullen Value Fund | 7.0% | 8.5% | AMAT, CI, COP, KVUE, MS, ORCL | capital returns, fundamentals, Sentiment, valuation gaps, Value Investing | The commentary stresses disciplined value investing in an environment dominated by growth narratives. Management highlights discounted valuations, improving fundamentals, and capital return potential as key drivers of future returns. The theme centers on patience as sentiment shifts away from crowded trades. | KVUE AMAT ORCL |
View |
| 2024 Q4 | Dec 31, 2024 | Aristotle Atlantic Core Equity Strategy | 4.0% | 13.8% | 8495 TT, AVGO, AVY, CI, CRWD, GTLS, MCHP, SPR | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Parnassus Core Equity Fund | 0.3% | 18.5% | AMZN, AVGO, BAC, BALL, CI, CME, CRM, DE, DHI, FERG, FI, INTL, KLAC, LIN, LLY, MDLZ, O, ORCL, SYY, VRTX, WDAY | - | View | ||
| 2022 Q4 | Dec 1, 2023 | Moon Capital Management | 0.0% | 23.0% | ABBV, CI, DVA, GRBK, LGIH, MCK | - | View | ||
| 2025 Q3 | Nov 8, 2025 | Cullen Value Fund | 6.8% | 15.9% | BDX, BWA, CI, CMCSA, KVUE, MBGYY, NEE, ORCL, SRE, UNH | Concentration, dividends, growth vs value, Speculation, Valuations | The commentary emphasizes extreme valuation dispersion, with Growth trading at a 110% premium to Valuenear historic highs. AI-driven capex cycles have pushed mega-cap concentration to records, elevating speculative behavior while defensive sectors sit at multi-decade lows. These dynamics create compelling setup conditions for Value and Dividend strategies as sentiment normalizes and earnings growth broadens. | UNH SW BDX |
View |
| 2025 Q3 | Oct 6, 2025 | Broadleaf Partners | 8.8% | 16.6% | CI, COST | Employment, Fed policy, growth, inflation, tariffs | Broadleaf highlights extreme dispersion between price and value as narrative-driven markets favor growth regardless of fundamentals. The manager emphasizes downside protection through balance-sheet strength and normalized earnings power. Value investing remains attractive as sentiment cycles revert and capital markets refocus on cash generation. | View | |
| 2025 Q1 | Apr 14, 2025 | Parnassus Core Equity Fund | -2.4% | -2.4% | AMD, AMZN, AVGO, AZO, BRO, CI, CRM, DE, DHI, ICE, MAR, SNPS, VZ, WM | - | View | ||
| 2025 Q1 | Apr 14, 2025 | Parnassus Value Equity Fund | -2.0% | -2.0% | A, ALGN, AMD, AMZN, AVGO, BIO, CI, DE, GILD, GOOG, JPM, PGR, ROST, VZ | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Aristotle Core Equity Fund | 2.9% | 21.3% | CI, CTLT, EXPE, NSC, NVDA, PSX, ZTS | - | View | ||
| 2024 Q4 | Jan 30, 2025 | Aristotle Core Equity Fund | 3.9% | 26.0% | 8495 TT, AVGO, AVY, CI, CRWD, GTLS, MCHP, SPR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 22, 2026 | Twitter / X | @secretlyaninja | The Cigna Group | Health Care | Managed Health Care | Bull | New York Stock Exchange | Biz, Health, Health Insurer, Insurance, Medicare, Pbm, Pbm Segment, Specialty Care | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Gen Alpha | The Cigna Group | Health Care | Healthcare Plans | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Motti Sapir | The Cigna Group | Health Care | Healthcare Plans | Neutral | NYSE | — | 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. | ||||||||