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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q3 | Sep 30, 2021 | Curreen Capital | -5.2% | 31.5% | AOUT, CNDT, GETB.L, JXN, NILB.ST, WIX.L | Cross-border, small caps, special situations, spinoffs, Turnarounds, value | JXN |
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| 2021 Q2 | Jun 30, 2021 | Curreen Capital | 1.4% | 38.7% | AOUT, CACC, CDON.ST, CNDT, GETB.L, KOBRB.ST, KTB, NILB.ST, WIX.L | Capital Allocation, Home Improvement, small caps, spinoffs, United Kingdom, value | WIX.L |
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| 2026 Q1 | Apr 13, 2026 | Miller Value Partners Deep Value Strategies | 8.4% | - | BLMN, CNDT, CRGY, JELD, NBR | Concentration, energy, small caps, Turnarounds, value | BLMN CRGY CNDT JELD NBR |
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| 2021 Q1 | Apr 1, 2021 | White Brook Capital | 25.4% | - | ALK, BOX, BRMK, CCOI, CNDT, DISCA, DISCK, FSLR, ITRI, MOS, PBI, POST, YEXT | Concentration, Media, mid cap, Outsourcing, Reopening, value | CNDT |
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| 2021 Q1 | Mar 31, 2021 | Curreen Capital | 36.7% | - | AOUT, CACC, CDON.ST, CNDT, GETB.L, KOBRB.ST, KTB, NILB.ST | Concentration, Portfolio Management, small caps, spinoffs, value | KTB GETB.L CACC CNDT AOUT |
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| 2021 Q4 | Dec 31, 2021 | Curreen Capital | 14.6% | 50.7% | AOUT, ASAI SS, CNDT, GETB.L, JXN, NILB SS, TRUEB SS, WIX.L | Capital Allocation, Europe, small caps, spinoffs, Turnarounds, value | JXN |
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| 2023 Q4 | Jan 17, 2024 | White Falcon Capital Management | 6.0% | 8.5% | AMD, AMZN, CNDT, CTS.TO, DCBO.TO, FTRE, LFCR, NU, ROVR, WBD | Brazil, Fintech, growth, Quality, small caps, technology, value | White Falcon practices value investing by buying businesses for less than they are worth when the market has low expectations. Their style has nothing to do with low current valuations - a stock at 10x P/E can be expensive while another at 30x P/E may be fantastic value. | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM ROVR |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | White Brook Capital | Conduent Inc | Information Technology Services | IT Services | Bull | NASDAQ | Asset Sale, Business process outsourcing, call center, Cost Reduction, Government Services, Operational Improvement, remote work, Transportation Services, turnaround, Value | View Pitch |
| Jun 15, 2026 | Fund Letters | Curreen Capital | Conduent | Information Technology Services | IT Services | Bull | NASDAQ | Business Process Services, Distressed, government contracts, new management, Transaction Processing, turnaround, Value | View Pitch |
| Apr 15, 2026 | Fund Letters | Miller Value Partners Deep Value Strategies | Conduent | Information Technology Services | IT Consulting & Other Services | Bull | NASDAQ | Business Process Services, Cost Reduction, Digital Solutions, Fortune 100, Government Services, IT services, new CEO, transformation, Value | 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. | ||||||||