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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | City Different Investments – Multi-Cap Core | 5.3% | 17.2% | BRK-A, EMR, PG | AI, dividends, tax policy, uncertainty, Valuations, value | Manager emphasizes the importance of dividend-paying stocks, noting that over the last 50 years dividend payers in the S&P 500 returned 9.2% annually versus 4.3% for non-payers. Companies that pay dividends demonstrate consistent profitability and judicious cash management. | View | |
| 2023 Q3 | Sep 30, 2023 | Tarkio Fund | - | - | BRK-B, EMR, PG | AI, Data centers, dividends, uncertainty, value | Manager emphasizes the importance of dividend-paying stocks, noting that over the last 50 years, dividend payers in the S&P 500 returned 9.2% annually versus 4.3% for non-payers. Companies that pay dividends demonstrate consistent profitability and judicious cash management. | View | |
| 2025 Q2 | Jul 16, 2025 | Peak Asset Management | - | - | BRK-A, EMR, PG | AI, Data centers, dividends, tax policy, uncertainty, value | Dividends continue to play an important role in the portfolio strategy. Over the last 50 years, dividend payers in the S&P 500 delivered 9.2% annualized returns compared to just 4.3% for non-payers. Companies that pay dividends demonstrate consistent profitability and judicious cash deployment. | View | |
| 2024 Q1 | Apr 11, 2024 | Horizon Investment | - | - | BRK-B, EMR, PG | AI, dividends, large cap, Market Valuation, uncertainty, US, value | Manager emphasizes the importance of dividend-paying stocks, noting that over the last 50 years dividend payers in the S&P 500 returned 9.2% annually versus 4.3% for non-payers. Companies that pay dividends demonstrate consistent profitability and judicious cash management. | View | |
| 2024 Q4 | Dec 31, 2024 | PM Capital Australian Companies Fund | -8.1% | -5.0% | BRK-A, EMR, PG | AI, dividends, large cap, uncertainty, Valuations, value | Manager emphasizes the importance of dividend-paying stocks, noting that over the last 50 years dividend payers in the S&P 500 returned 9.2% annually versus 4.3% for non-payers. Companies that pay dividends demonstrate consistent profitability and judicious cash management. | View | |
| 2024 Q3 | Sep 30, 2024 | Impax US Sustainable Economy Fund | 6.6% | 21.4% | AAPL, AMAT, BBY, CBRE, EMR, GILD, HUBS, LLY, LOW, MA, MSFT, NVDA, PGR, PINS, ROK, TXN, UNP, V, VFC | Esg, financials, large cap, real estate, sustainability, technology | The fund's energy efficiency tilt was additive as Energy Efficiency-related names outperformed the market and Energy stocks. The portfolio takes allocation from Energy and reallocates it to companies focused on energy efficiency solutions. | View | |
| 2024 Q4 | Jan 23, 2025 | Aristotle Small Cap Equity Fund | -0.5% | 9.4% | ACHC, AMTM, ASC, AXTA, AZPN, COLD, DY, EMR, GTLS, HASI, HURN, HXL, INFN, J, KBH, LQDT, MTSI, NOK, SUM, TROX | healthcare, industrials, M&A, materials, small caps, technology, value | Manager remains optimistic about long-term potential for small-cap segment. Valuations within small-cap segment remain compelling relative to large caps, with Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, increased M&A activity, continued decline in interest rates, continued reshoring of U.S. manufacturing, and infrastructure-related spending. | TROX HXL AXTA COLD AMTM ASC ACHC GTLS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 13, 2025 | Seeking Alpha | Khaveen Investments | Emerson Electric Co. | Industrials | Specialty Industrial Machinery | Bull | 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. | ||||||||