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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 7, 2024 | First Eagle Investments | 0.0% | 0.0% | CLX, KO | Deficit Spending, Geopolitical, gold, inflation, Nominal Drift, Resilience, Valuations | Gold broke sharply higher in March, rallying more than 8% to finish at an all-time nominal high above $2,200 despite headwinds of higher real interest rates and a stronger dollar. Central banks have been massive buyers, with net purchases of 1,037 tonnes in 2023, led by emerging market central banks including China which has increased reserves for 16 consecutive months. | View | |
| 2026 Q1 | Apr 29, 2026 | Cambiar SMID Fund | 2.2% | 2.2% | ALGN, BOKF, CF, CLX, HF, LUV, ON, PHR, SAIA, SOLV, WBS | AI, diversification, energy, Geopolitical, Quality, SMID Cap, value | PHR SOLV ON |
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| 2025 Q4 | Jan 6, 2026 | JB Global Capital | -8.9% | 67.5% | AMZN, BABA, CLX, GOOGL, LULU, NKE, NVDA | AI, China, Concentration, consumer, technology, valuation, value | Manager deliberately avoids U.S. AI infrastructure stocks due to valuation concerns, drawing parallels to historical technology bubbles. Argues that obvious growth prospects are priced so aggressively that even excellent execution cannot generate adequate returns. Maintains AI exposure through Alibaba's cloud division at more reasonable valuations. Significant exposure through Alibaba position, which represents 43% of portfolio. Monitoring competitive pressures in Chinese quick commerce and margin compression from aggressive investments. Cloud revenue growing 34% year-over-year with AI-related products showing triple-digit growth. New position in Clorox at decade-low valuations following ERP implementation disaster. Company dominates essential categories with 61% of North American bleach market and generates 35%+ returns on invested capital. Temporary operational disruption creates opportunity in quality franchise. Core investment philosophy emphasizing valuation discipline over growth narratives. Seeking asymmetric risk/reward opportunities where temporary complexity obscures underlying business quality. Concentrated portfolio approach with deep research on handful of ideas. | CLX BABA |
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| 2025 Q4 | Jan 26, 2026 | Impax US Sustainable Economy Fund | 4.2% | 16.0% | AAPL, AMD, AMZN, AVGO, CLX, CPB, GIS, GOOG, GOOGL, JNJ, LLY, MA, META, MRK, MSFT, NVDA, ORCL, PLTR, STT, V, ZTS | AI, Esg, healthcare, large cap, Pharmaceuticals, semiconductors, sustainability, technology | AI-related companies experienced volatility due to concerns over elevated capital expenditures and returns on large-scale data center investments. Advanced Micro Devices surged on strong demand for AI-optimized chips and data center processors, benefiting from partnerships with hyperscale cloud providers and record GPU sales for AI workloads. Eli Lilly announced a significant agreement with the Trump administration for extended coverage of GLP-1 weight loss drugs within Medicare and Medicaid programs. This created substantial new market opportunities and alleviated concerns about stringent drug pricing. Health Care sector rallied following Trump administration agreements with major pharmaceutical firms to reduce Medicaid drug prices. Companies like Eli Lilly, Merck, and others benefited from robust sales growth, positive clinical trial results, and improved market access for key medications. The portfolio's sustainability tools were key performance drivers, with industry tilts from the Sustainability Lens and Corporate Resilience profiles both benefiting returns. Companies with higher Corporate Resilience scores outperformed while those with poor scores like Meta and Palantir were excluded and underperformed. | View | |
| 2023 Q4 | Jan 31, 2024 | Bireme Capital | -2.0% | -2.0% | AAPL, AI, ARM, BTI, CLX, META, NFLX, ORI, RICK, TR, TSLA | fiscal policy, inflation, Magnificent 7, Shorts, technology, Tobacco, value | Manager emphasizes exploiting investor biases to find high-conviction investments in undervalued equities. Rebalanced from richly-valued positions to traditional value names with undemanding valuations. Continues to find enticing opportunities in US and overseas markets where valuations are more attractive. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | Seeking Alpha | Seeking Alpha | The Clorox Company | Consumer Staples | Household Products | Bull | New York Stock Exchange | acquisition, brand portfolio, Clorox, consumer staples, cyberattack recovery, dividend yield, financial growth, GOJO Industries, private label competition, Purell | View Pitch |
| Jan 27, 2026 | Fund Letters | Jack Beiro | The Clorox Company | Consumer Staples | Household Products | Bull | New York Stock Exchange | brands, dividends, Staples, turnaround, valuation | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Bay Area Ideas | The Clorox Company | Consumer Staples | Household & Personal Products | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Moretus Research | The Clorox Company | Consumer Staples | Household & Personal Products | 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. | ||||||||