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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 20, 2026 | Hotchkis & Wiley Mid-Cap Value Fund | 6.7% | 6.7% | AIG, APA, CRGY, KOS, WDAY, WPP.L | AI, energy, Geopolitical, healthcare, mid cap, oil, value | AIG WPP WDAY CRGY APA KOS |
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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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| 2025 Q1 | Mar 31, 2025 | American Century Small Cap Value Fund | -6.3% | -6.3% | ACLS, AXS, BCO, BECN, BLBD, CHX, CRGY, EMBCF, ENOV, EVTC, FLWO, FNB, GPK, MGY, ONB, SSB, TITN, TKR, TPG, WBS | Banking, energy, industrials, materials, small caps, value | The portfolio seeks to invest in small-cap companies where the valuation does not reflect the quality and normal earnings power of the company. Many holdings are trading meaningfully below historical multiples despite strong fundamentals. | View | |
| 2024 Q4 | Dec 31, 2024 | Hotchkis & Wiley Mid-Cap Value Fund | -2.4% | 3.6% | ADNT, APA, BPOP, CFG, CRGY, ERIC, FFIV, FLR, KOS, MGA, OLN, STT | energy, financials, mid cap, underperformance, valuation, value | The portfolio maintains a considerable valuation advantage relative to the benchmark, with wide spreads between growth and value indices creating promising opportunities. The manager believes valuation disparities across the market create an investment environment highly conducive to long-term focused active management. | KOS OLN ADNT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Hotchkis & Wiley Mid-Cap Value Fund | Crescent Energy Company | Oil & Gas E&P | Oil & Gas Exploration & Production | Bull | New York Stock Exchange | E&P, Eagle Ford, energy, Free Cash Flow, merger, Natural Gas Hedging, oil, Permian Basin, scale, Uinta Basin | View Pitch |
| Apr 15, 2026 | Fund Letters | Miller Value Partners Deep Value Strategies | Crescent Energy | Oil & Gas E&P | Oil & Gas Exploration & Production | Bull | New York Stock Exchange | Acquisitions, Commodity Exposure, energy, Free Cash Flow, mineral rights, Oil & Gas E&P, Permian Basin, royalties, Value | View Pitch |
| Oct 21, 2025 | Value Investors Club | slim | Crescent Energy Company | Energy | Oil, Gas & Consumable Fuels (Exploration & Production) | Bull | NYSE | Eagle Ford, free cash flow yield, O&G, Oil & Gas Producer, Upstream | 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. | ||||||||