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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 4, 2026 | Aristotle/Saul Global Equity Fund | 3.3% | 19.8% | 005930.KS, 6594.T, 6954.T, 8001.T, CCO, D05.SI, EGB.VI, FCFS, FMC, GOOGL, LEN, LOW, MLM, MSFT, SONY, UBER | AI, Automation, Central Banking, Global Equity, Quality, Trade Policy, value | Artificial intelligence continued to be a major theme with more than 300 S&P 500 companies mentioning AI on earnings calls. However, scrutiny increased around AI-related revenue circularity, massive capital spending scale, and durability of longer-term returns on investment. The enthusiasm helped propel mega-cap tech stocks higher and drive market gains. Trade relations between the U.S. and China remained a key market focus with tariff escalations and export controls. China expanded export controls on rare earth minerals while the U.S. threatened 100% tariffs in retaliation. A one-year trade truce was ultimately reached between Presidents Trump and Xi Jinping. Global automation adoption accelerated amid labor shortages, rising wages, and increasing manufacturing complexity. FANUC demonstrated leadership in factory automation and industrial robotics, with robot sales in China growing over 80% year-over-year and collaboration with NVIDIA on AI-driven robotics solutions. | View | |
| 2025 Q3 | Nov 4, 2025 | Aristotle/Saul Global Equity Fund | 5.1% | 16.0% | 3064 JP, A005930 KS, FCFS, NEM GR | financials, Global Equities, industrials, Quality, valuation | The fund maintained a bottom-up focus on high-quality companies across regions, with an emphasis on durable franchises and disciplined valuation. Performance was supported by exposure to financials and industrials, while weakness in certain technology holdings weighed modestly. Management remains optimistic about international recovery as interest rate cycles normalize and valuations outside the U.S. remain attractive. | NEM GR 4385 JP FCFS 005930 KS NEM GR 4385 JP FCFS 005930 KS |
View |
| 2025 Q1 | Apr 14, 2025 | FMI All Cap Equity | - | - | ALLE, FCFS | - | View | ||
| 2025 Q1 | Apr 14, 2025 | FMI Small Cap Equity | - | - | FCFS | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Heartland Value Plus Fund | -8.2% | -8.2% | FCFS, GTES, THG | - | View | ||
| 2023 Q3 | Feb 11, 2023 | Alta Fox Capital Management | 4.2% | 12.5% | FCFS, GRPAF | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Howard Gleicher | FirstCash Holdings Inc. | Financials | Consumer Finance | Bull | NASDAQ | acquisition, cash flow, consumer finance, defensive, expansion, growth, Pawn | View Pitch |
| Nov 28, 2025 | Fund Letters | Howard Gleicher | FirstCash Holdings Inc. | Financials | Consumer Finance | Bull | NASDAQ | acquisition, cash flow, consumer finance, defensive, expansion, growth, Pawn | View Pitch |
| Nov 3, 2025 | Seeking Alpha | Seeking Alpha | FirstCash Holdings, Inc. | Credit Services | Bull | cash generation, defensive business model, dominant market position, earnings growth, FirstCash, Geographic Diversification, Latin America, pawn lending, strategic acquisitions, U.K. expansion | View Pitch | ||
| Nov 3, 2025 | Seeking Alpha | Seeking Alpha | FirstCash Holdings, Inc. | Credit Services | Bull | cash generation, defensive business model, financial services, FirstCash, Geographic Diversification, Latin America expansion, pawn lending, recurring customers, shareholder returns, U.K. acquisition | 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. | ||||||||