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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 21, 2025 | The Bristol Gate U.S. Equity Strategy | - | - | ACN, ATD CN, AVGO, CIGI, EFN CN, ENGH CN, GE, JWEL CN, MCHP, MCK, MMC, TMO, TVK CN, UNH, WCN CN, ZTS | dividends, free cash flow, income growth, Quality, Resilience | The letter focuses on quality U.S. equities with rising dividends and strong free cash flow generation. Management positions dividend growth as a stabilizing factor amid policy uncertainty and market concentration. AI-led growth is acknowledged but balanced with income discipline. | ACN MCK AVGO |
View |
| 2024 Q1 | Mar 31, 2024 | Fenimore Small Cap Strategy | 6.1% | 6.1% | CBZ, CIGI, DFH, FTDR | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Fenimore Small Cap Strategy | -1.1% | 12.5% | CBIZ, CIGI, DFH, EXPO, SSB | - | View | ||
| 2024 Q3 | Oct 9, 2024 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | CIGI, CWK, IBST LN, PRG | - | View | ||
| 2024 Q3 | Oct 9, 2024 | Vulcan Value Partners – Small Cap | 8.1% | 16.5% | CIGI, CWK, DNB, IBST LN | - | 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 Q4 | Jan 13, 2026 | Fenimore Small Cap Strategy | -4.1% | -11.6% | APH, BIPC, BROS, BWIN, CASS, CHH, CIGI, DFH, EXLS, EXPO, FND, FSV, FTDR, JKHY, LSTR, NOVT, OSW, PNFP, ROST, SPSC, TRRSF | AI, Quality, small cap, Speculation, underperformance, value | The update highlights selective small-cap growth investing focused on companies with niche leadership, strong balance sheets, and long runway opportunities. Volatility is viewed as a source of opportunity to add to high-quality businesses at reasonable valuations. Small-cap growth is positioned for recovery as earnings growth reaccelerates. | View | |
| 2024 Q3 | Sep 30, 2024 | Artisan Partners Small Cap Fund | 9.0% | 14.0% | CIGI, ELF, GWRE, HLNE, IBP, LSCC, RYTM, SN, VCYT | - | View | ||
| 2022 Q3 | Sep 11, 2022 | Vulcan Value Partners – Small Cap | 8.1% | 16.5% | APP, CIGI, CWK, LFUS, PBH CN, PK | - | View | ||
| 2023 Q1 | Apr 28, 2023 | Kinsman Oak | 0.0% | 0.0% | CIGI, TKWY AV | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Oakmark Fund- International Small Cap | 3.8% | 0.0% | 4613 JP, CIGI, MEDX SW, SOWA GR, TMV GR | - | View | ||
| 2023 Q4 | Feb 26, 2024 | Kinsman Oak | 0.0% | 0.0% | CIGI | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | 938 GR, CIGI, CWK, FORT LN, IBST LN, ISS DC, MEDP, PK, VCP LN, VRT AU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | The Value Pendulum | Colliers International Group Inc. | Real Estate | Real Estate Services | Bull | NASDAQ | — | 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. | ||||||||