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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Mid Cap | 6.1% | 4.8% | ALK, ASH, COOP, FCN, ICLR, POST, RRR, RRX, TFX, WCC | fundamentals, margin expansion, Mid Caps, self-help, valuation | The letter emphasizes mid-cap companies with strong fundamentals and mispriced growth prospects. Operational improvement, margin expansion, and self-help initiatives are key sources of value creation. Mid-cap volatility is viewed as an opportunity for active managers. | FCN ALK ASH ICLR RRX WCC RRR |
View |
| 2025 Q3 | Oct 15, 2025 | Upslope Capital Management | 8.8% | 12.5% | 8697 JP, BIO, CHG LN, DPLM LN, EVR, FCN, GOOG, HOLN SW, HSY, IMXI, INTC, KDEF, MKTX, SMIN LN, STE, TDY, WST | AI, defense, healthcare, Quality, valuation | Upslope remains cautious as valuations stretch and shorting speculative names becomes difficult. The fund adds defensive longs in healthcare and new exposure to the Korea Defense ETF, citing global security and cost advantages. Its positioning favors durable, high-quality businesses poised to outperform when speculative excess fades. | View | |
| 2025 Q4 | Jan 13, 2026 | Upslope Capital Management | 2.0% | 14.8% | 6954.T, 8697.T, BAH, BIO, CCK, CME, DPLM.L, FCN, GOOGL, HOLN.SW, HSIC, HSY, INTC, MKTX, SAND.ST, SMIN.L, STE, TDY | AI, Automation, defense, healthcare, industrials, Japan, Long/Short, mid cap | Manager exited European defense stocks for the first time since early 2022, citing full valuations and expectations that the Ukraine conflict may wind down. However, maintains exposure through Booz Allen Hamilton and Korea Defense ETF, noting long-term secular tailwinds from rising geopolitical risks and defense spending. AI is described as everywhere, particularly on buyside analyst desktops, contributing to faster market pace and gambling-like behavior. Manager sees AI moving into the physical world as a catalyst for industrial automation companies like Fanuc, which is positioned to benefit from AI's expansion beyond digital applications. Fanuc holds ~50% market share in CNCs and is a leading factory robotics player, positioned to benefit from AI moving into the physical world and rising trade barriers boosting global reshoring. The company serves general industrial, automotive, electronics, and aerospace end markets with global diversification. Portfolio includes Japan Exchange Group benefiting from ongoing Japanese equity market structure reforms and corporate governance improvements. Fanuc represents exposure to leading Japanese industrials with fortress balance sheets and global market leadership in automation. | HSIC 6954 JP CCK BAH |
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| 2023 Q2 | Jul 17, 2023 | Upslope Capital Management | 14.8% | 18.1% | 8697 JP, FCN, GRMN, X CN | - | View | ||
| 2023 Q1 | Apr 17, 2023 | Upslope Capital Management | 14.8% | 18.1% | ATR, ATS CN, BC51 GR, BJR GR, CACI, CHG LN, DPLM LN, EMG LN, FCN, FTT CN, GLT, KOG NO, SLGN, TECN SW, X CN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | George K. Livadas | FTI Consulting, Inc. | Industrials | Research & Consulting Services | Bull | New York Stock Exchange | Consulting, Counter-cyclical, Distressed, Macro Volatility, restructuring, turnaround | View Pitch |
| Dec 5, 2025 | Fund Letters | Chris Welch | FTI Consulting, Inc. | Industrials | Research & Consulting Services | Bull | NYSE | Advisory, cashflow, diversification, growth, restructuring | View Pitch |
| Dec 5, 2025 | Fund Letters | Chris Welch | FTI Consulting, Inc. | Industrials | Research & Consulting Services | Bull | NYSE | Advisory, cashflow, Disputes, diversification, restructuring | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Emmanuel Onwusah | FTI Consulting, Inc. | Industrials | Consulting Services | Neutral | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Upslope Capital Management | FTI Consulting, Inc. | Industrials | Consulting Services | 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. | ||||||||