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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 31, 2026 | Sycamore Mid Cap Value Equity Strategy | 9.6% | 14.6% | DVN, EXE, FCN, KNX, LHX, MCHP, MKSI, MOH, STLD, TRMB, WDC | AI Skepticism, Market Concentration, mid cap, Quality, Risk Appetite, semiconductors, small caps, value | View | ||
| 2024 Q4 | Dec 31, 2024 | Brandes Small Cap Value Fund | 5.8% | 24.8% | AOUT, ARLO, BSCAX, BSCMX, BSCRX, CAE, DII, ELAN, EPC, ERJ, EXE, FSTR, GHM, HBI, HXL, IMKTA, INVX, KMT, LNSR, MOG.A, MTX, NPK, NTGR, ORION, PAHC, PKE, RBBN, SMG, TKR, UTMD, WKC | aerospace, healthcare, industrials, Machinery, small caps, technology, value | The fund seeks long-term capital appreciation through value investing in small-cap companies. The fund exhibits lower valuations than the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. The manager believes value stocks have attractive potential going forward. | TKR |
View |
| 2024 Q4 | Dec 31, 2024 | Kopernik Global All-Cap Fund | -7.6% | -0.5% | 011170.KS, 015760.KS, 030200.KS, 032640.KS, ANGPY, ARIS.TO, CA.PA, CEPU.BA, E5H.SI, EAPI.PA, ELET6.SA, EQX.TO, EXE, Gold, IMPUY, KBANK.BK, NEM, RRC, SDF.DE | contrarian, emerging markets, global, materials, Mining, value, volatility | Gold hit all-time highs in October before pulling back and finishing the quarter roughly flat. Major gold producers like Newmont and Barrick experienced higher than expected costs and lower than expected production despite the gold price increases. The fund trimmed and added to gold positions based on price movements. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | Seeking Alpha | Seeking Alpha | Expand Energy Corp | Energy | Natural Gas | Bull | AI data center, Energy Policy, Expand Energy Corp, financial health, Graham Number, investment opportunity, Market Pessimism, natural gas, Piotroski F-Score, Undervalued Stock | View Pitch | |
| Oct 29, 2025 | Seeking Alpha | Seeking Alpha | Expand Energy Corporation | Oil & Gas E&P | Bull | corporate breakeven, de-risking, energy exploration, investment grade, land acquisition, low-cost acreage, natural gas, profitability, Strategic expansion, Western Haynesville | View Pitch | ||
| Aug 8, 2025 | Seeking Alpha | Narek Hovhannisyan | Expand Energy | Energy | Oil & Gas E&P | Bull | NASDAQ | — | 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. | ||||||||