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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | Harding Loevner Global Small Companies | 10.6% | 7.2% | 3697 JP, CYBR, ENS, G24 GR, GLOB, MAXF IN | AI Adoption, Competitive Advantage, innovation, productivity, small caps | The letter emphasizes AI as a potential equalizer for small companies, enabling productivity gains, new services, and competitive leapfrogging. Management focuses on firms with strong leadership, balance sheets, and reinvestment discipline that can harness AI effectively. Small-cap innovation is positioned as underappreciated. | CYBR GLOB |
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| 2025 Q4 | Jan 21, 2026 | Harbor Mid Cap Value Fund | 4.1% | 16.0% | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value | The fund maintains its disciplined value investment approach, seeking high-quality, profitable companies that generate cash, pay dividends, and repurchase shares. Mid- and small-cap value stocks continue to trade at attractive multiples despite strong relative performance. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins for technology holdings. AI-related technology stocks may appear priced to perfection, but the fund continues to identify opportunities among mid-cap value stocks. The fund seeks companies that repurchase shares, viewing aggressive stock buybacks positively. Several holdings including General Motors, Garrett Motion, and EnerSys have been aggressively buying back stock. | AMKR EA ENS GTX |
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| 2022 Q4 | Sep 2, 2023 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | ENS, FWRD, ISS DC, MEDP, VIP GR | - | View | ||
| 2023 Q2 | Jul 31, 2023 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | CWK, DNB, ENS, G, MLKN, PRG | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Josef Lakonishok | EnerSys | Industrials | Electrical Components & Equipment | Bull | New York Stock Exchange | Batteries, buybacks, cashflow, Energy systems, Margins | 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. | ||||||||