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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 13, 2026 | Broyhill Asset Management | -8.9% | -8.9% | AVTR, BALL, CACI, FMS, FND, IQV, KW, LEG, MAS, MC.PA, MSFT, PM, RKT.L, RTO.L, SHC, SMWT, VVV, WOSG.L | AI, Defensive, Europe, healthcare, Quality, value | FND MAS SW MSFT SHC AVTR IQV RB.L BALL RTO VVV |
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| 2026 Q1 | Apr 14, 2026 | Mittleman Global Value Equity Fund | -4.6% | -2.3% | 0001.HK, 7270.T, 8715.T, AIM.TO, AMA.AX, BABA, BAYRY, CGX.TO, CLVT, FMS, GRFS, HAI.TO, MAT, NEXN, NFI.TO, NOMO, VTRS, VYX, WLN.PA, WPP, ZD | Concentration, global, Opportunistic, small caps, value | AIM.TO AMA.AX |
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| 2024 Q2 | Aug 30, 2024 | Broyhill Asset Management | 6.0% | 0.0% | AVTR, BAX, FI, FMS, PM | AI, Concentration, Defensive, momentum, rates, tech, value | Manager emphasizes value investing approach amid market concentration in momentum stocks. Portfolio positioned in defensive sectors and cheaper companies outside current market favorites. Historical analysis shows extreme cap-weighted outperformance typically followed by value outperformance. | PM FMS FI BAX AVTR |
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| 2023 Q1 | Mar 31, 2023 | FMI All Cap Equity | -1.8% | 11.2% | ARW, AVY, CSL, CVNA, FERG, FMS, G, KMX, PHG, SAP, SCHW, SNN.L | inflation, positioning, rates, Sentiment, value | Portfolio trades at 13.7x projected 2023 earnings, representing a 43% discount to Russell 3000. Manager emphasizes attractive valuations on both absolute and relative basis as a key source of optimism. | FERG AVY |
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| 2023 Q4 | Jan 31, 2024 | Ariel Global Fund | 6.9% | 0.0% | 005930.KS, BIDU, BMY, CNHI, DVA, FMS, INTC, SUBAY, TFC, TSM, VZ, WIZZ.L | AI, financials, global, healthcare, semiconductors, Telecom, value | Intel and TSMC positioned to benefit from cyclical recovery in PC and CPU demand. Memory market showing signs of bottoming with Samsung expected to benefit from supply/demand stabilization and rising prices. Foundry business momentum continues with growing customer base. | AIR FP|ICLR|LIN|MRVL|NOW|TSM ADDVA SS CNHI SUBARU BMY BIDU BVZN SW INTC |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Broyhill Asset Management | Fresenius Medical Care | Health Care | Health Care Providers & Services | Bull | NYSE | asymmetric risk-reward, Dialysis Services, Fixed Cost Base, global leader, new management, operating leverage, Time Arbitrage, turnaround story, Volume Recovery | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Stella Mwende | Fresenius Medical Care AG | Health Care | Medical Care Facilities | 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 |
|---|---|---|---|---|---|---|---|---|
| David Hoeft | Dodge & Cox | $185.3B | $91.2M | 0.05% | 3,826,910 | +0 | +0.00% | 0.6514% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $27.0M | 0.03% | 1,132,814 | +598,814 | +112.14% | 0.1928% |
| Richard Pzena | Pzena Investment Management | $33.4B | $351.4M | 1.05% | 14,752,836 | -64,016 | -0.43% | 2.5111% |
| Cliff Asness | AQR Capital Management | $190.6B | $888,853 | 0.00% | 37,315 | +4,876 | +15.03% | 0.0064% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $1.8M | 0.00% | 75,530 | +75,530 | +100.00% | 0.0129% |
| Israel Englander | Millennium Management LLC | $233.2B | $965,234 | 0.00% | 40,522 | -276,587 | -87.22% | 0.0069% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $205,281 | 0.00% | 8,618 | +64 | +0.75% | 0.0015% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.2M | 0.00% | 48,647 | +38,005 | +357.12% | 0.0083% |
| David Burrows | Barometer Capital Management | $415.3M | $442,290 | 0.11% | 6,900 | -25,900 | -78.96% | 0.0032% |