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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 15, 2025 | O’Keefe Stevens Advisory, Inc | - | - | CS CN, DFIN, GLW, LAZ, MODG | Artificial Intelligence, Bitcoin, Data centers, semiconductors, Value Investing | The fund highlights AI and crypto-driven market euphoria pushing equities to record highs but cautions against speculative excess. It notes massive AI infrastructure spending approaching $600 billion, often debt-financed, which raises sustainability concerns. The managers prefer capital-light enablers such as semiconductor and fiber component suppliers while maintaining valuation discipline. | View | |
| 2025 Q4 | Jan 18, 2026 | Rewey Asset Management | 3.6% | 13.1% | BR, CADE, DFIN, HOLX, LAKE, MEC | AI, Gdp, inflation, rates, small caps, technology, value | Manager believes small cap value sector remains attractively valued and neglected by investors. Small cap outperformance in 4Q25 viewed as early sign of portfolio rebalancing away from large-cap indices. Expects continued momentum into 2026 driven by strong GDP environment and lower Fed rates. AI adoption creating productivity gains but also sustained negative headwind for labor market as companies choose not to backfill roles. While positive for earnings through cost savings, AI-driven job weakness could force Fed to cut rates further. Large-cap tech AI valuations questioned by investors. Fed cuts of 175 bps over last 15 months expected to re-spark growth in financing-dependent cyclical industries. Weak job growth and dual mandate may force Fed to cut rates more than preferred. Lower rates viewed as positive catalyst for small cap sector. Extreme valuation differentials between large and small caps create opportunity. S&P 500 trades at 23.56x 2026 PE while Russell 2500 Value at 15.69x and Russell 2000 Value at 14.11x. Manager focuses on financially strong companies at attractive valuations with 2-3 year value creation plans. | DFIN LAKE MEC |
View |
| 2024 Q4 | Jan 27, 2025 | O’Keefe Stevens Advisory, Inc | - | - | AER, BYON, DFIN, FPH | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 21, 2026 | Fund Letters | Chip Rewey | Donnelley Financial Solutions, Inc. | Information Technology | Financial Software | Bull | New York Stock Exchange | Capital markets, financial software, Free Cash Flow, SaaS Transition, Share Buybacks | View Pitch |
| Nov 27, 2025 | Value Investors Club | GoBills42 | Donnelley Financial Solutions | Information Technology | Data Processing & Outsourced Services | Bear | NYSE | Donnelley, DFIN, Regulatory filings, Churn, Compliance software, IPO filings,Short thesis | 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. | ||||||||