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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 Small-Mid Cap Strategy | 5.4% | 1.0% | ALK, ASH, CCS, CIVI, COOP, FCN, GNRC, GTES, ICLR, KNF, MTN, NSP, POST, RRR, RRX, TKO.TO, WCC | energy, mid cap, small cap, tariffs, technology, Trade Policy, value | President Trump's Liberation Day tariffs announcement caused market volatility in April, followed by new trade deals with UK and China. US-China agreed to cut tariffs for 90 days in May, though progress has stalled since then. | FCN WCC RRR |
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| 2022 Q2 | Jul 19, 2022 | Upslope Capital Management | 0.8% | 0.5% | ATR, BALL, BFAM, BWXT, CASY, CHG.L, DPLM.L, ENV, FCN, KOG NO, PACK, SLGN, TECN SW, TTCF, X.TO | cyclicals, defense, Defensive, Long/Short, mid cap, packaging, SPACs, value | BALL |
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| 2021 Q2 | Jul 19, 2021 | Upslope Capital Management | 2.8% | 0.9% | ATR, BFAM, CBOE, DPLM.L, DSM.AS, ENV, FCN, MKTX, RBA, SUBC.OL, TW, X.TO | Capital markets, Long/Short, mid cap, Short Selling, SPACs, value | ENV MKTX |
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| 2025 Q2 | Jul 15, 2025 | Upslope Capital Management | 8.9% | 3.4% | 8697.T, CHG.L, CME, DPLM.L, DSFIR.AS, EVR, FCN, HOLN.SW, HSY, MKTX, QQ.L, SAND.ST, SMIN.L, SPX.L, TDY | defense, Europe, Exchanges, Hedging, Industrial, Long/Short, value, volatility | The fund holds defense contractors including Chemring and Teledyne Technologies, with Chemring being a top contributor during the quarter. The manager notes accelerating sector tailwinds and describes the cyclical boom in defense markets. | EVR FCN SMIN.L EVR FCN SMIN LN |
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| 2026 Q1 | Apr 21, 2026 | Upslope Capital Management | 8.6% | 8.6% | 8697.T, CME, FCN, GOOGL, HOLN SW, INTC, JKHY, KESKOB.HE, LIFCO-B.ST, SAND.ST, SJ.TO, STE | defense, Europe, Long/Short, mid cap, Quality, value, volatility | View | ||
| 2022 Q1 | Apr 18, 2022 | Upslope Capital Management | -0.3% | - | ATR, BFAM, BWXT, CASY, CHG.L, DPLM.L, ENV, FCN, KOG.OL, MKTX, SLGN, TECN SW, X.TO | defense, Geopolitical, inflation, Long/Short, regime change, SPACs, value | SLGN CHG.L KOG.OL |
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| 2021 Q1 | Apr 15, 2021 | Upslope Capital Management | -1.9% | -1.9% | ATR, BFAM, CBOE, DPLM.L, DSM.AS, EVR, FCN, MKTX, RBA, SUBC.OL, X.TO | concentrated, Defensive, Exchanges, Long/Short, Restructuring, SPACs, value, volatility | CBOE X.TO FCN EVR |
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| 2021 Q3 | Oct 18, 2021 | Upslope Capital Management | -0.2% | 0.8% | ATR, BFAM, BOWX, BWXT, CBOE, DPLM.L, DSM.AS, ENV, FCN, RBA, TECN SW, X.TO | Catalyst, defense, healthcare, Long/Short, mid cap, value | BWXT TECN.SW CBOE |
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| 2025 Q3 | Oct 15, 2025 | Upslope Capital Management | 8.8% | 12.5% | 8697.T, BIO, CHG.L, CME, DPLM.L, EVR, FCN, GOOGL, HOLN.SW, HSY, IMXI, INTC, KDEF, MKTX, SAND.ST, SMIN.L, SRT.DE, STE, TDY, WST | AI, defense, healthcare, Long/Short, Quality, risk management, valuation | Elevated and rising geopolitical tensions globally and in Asia-Pacific should drive sustained defense investment for years. Korean defense industry maintains significant relative cost advantages versus US and European peers while being cheaper, faster and compatible with NATO standards. | View | |
| 2021 Q4 | Jan 19, 2022 | Upslope Capital Management | 3.4% | 4.2% | ATR, BFAM, BWXT, CASY, CBOE, DPLM.L, ENV, FCN, MKTX, TECN SW, X.TO | Defensive, Long/Short, mid cap, SPACs, value, volatility | CASY MKTX CBOE |
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| 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.T, ATR, ATS.TO, BOKF, CACI, DPLM.L, EMG.L, FCN, FTT.TO, GLT, GRMN, KOG.OL, SLGN, TECN.SW, X.TO | defense, Exchanges, Japan, Long/Short, mid cap, Quality, technology | Manager sees attractive opportunities in exchange operators, exiting TMX Group to invest in Japan Exchange Group. Views exchanges as having monopolistic competitive positions with steady growth and high margins. Japan Exchange specifically positioned to benefit from Japanese equity market revival and corporate governance reforms. | 8697.T GRMN ABX.TO FCN |
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| 2023 Q1 | Apr 17, 2023 | Upslope Capital Management | 14.8% | 18.1% | ATR, ATS.TO, BOKF, BOLSAA.MX, CACI, CHG.L, DPLM.L, EMG.L, FCN, FTT.TO, GLT, KOG.OL, SLGN, TECN.SW, X.TO | Defensive, international, Long/Short, SMID Cap, value, volatility | Manager holds positions in defense contractors including Chemring (exited), Kongsberg Gruppen, and CACI International. Expects these companies to benefit from geopolitical tailwinds and strong positioning in cyber defense. | FTT.TO CHG.L |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Upslope Capital Management | FTI Consulting | Consulting Services | Research & Consulting Services | Bull | New York Stock Exchange | advisory services, Bankruptcy, Consulting, Counter-cyclical, defensive, Distress, restructuring | View Pitch |
| Apr 28, 2026 | Fund Letters | Upslope Capital Management | FTI Consulting | Commercial & Professional Services | Professional Services | Bear | NYSE | Bear, Consulting, contrarian, Multiple compression, professional services, restructuring, valuation | View Pitch |
| Apr 20, 2026 | Seeking Alpha | Seeking Alpha | FTI Consulting Inc. | Consulting | Business Advisory | Bull | New York Stock Exchange | Business Advisory, Economic Consulting, EPS growth, FTI Consulting, global presence, long-term investment, M&A activity, market volatility, Restructuring Demand, strategic positioning | View Pitch |
| Apr 13, 2026 | Fund Letters | Upslope Capital Management | FTI Consulting | Industrials | Research & Consulting Services | Bull | NASDAQ | advisory services, contrarian, Counter-cyclical, defensive, Dispute Resolution, economic uncertainty, Employee Retention, restructuring | View Pitch |
| 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. | ||||||||