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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 2, 2025 | Meridian Growth Fund | 4.1% | - | COO, CW, DKNG, FSS, HALO, ZD | Competitive Advantage, Compounding, growth, Recurring Revenue, volatility | The letter emphasizes investing in companies with sustainable growth driven by recurring revenue and competitive advantages. Management prioritizes downside protection and valuation discipline alongside growth. Volatility is viewed as a chance to add to long-term compounders. | COO HALO ZD |
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| 2025 Q2 | Jul 22, 2025 | Conestoga Small Cap Composite | 4.8% | -7.1% | AAON, AGYS, BFAM, CWAN, DSGX, ESE, EXPO, FSS, JBTM, MMSI, NEOG, RBC, ROAD, SLP | Beta, earnings, growth, Quality, small caps | The commentary highlights the challenges of conservative growth investing during periods dominated by low-quality, high-beta stock rallies. Management maintains focus on profitable small-cap companies with strong balance sheets and recurring revenues. Small-cap growth is positioned to benefit as fundamentals reassert importance over speculation. | SLP KIDS SSTI ERII HLMN MEG ROAD WLDN PL |
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| 2025 Q2 | Jul 17, 2025 | Alger Small Cap Focus Fund | 15.2% | -5.0% | CWAN, FSS, NEOG, RBC, TECH, TPC | Construction, earnings, industrials, infrastructure, spending | The letter emphasizes infrastructure spending and operational execution as key drivers for small-cap performance. Management highlights construction, industrial demand, and public spending tailwinds. The outlook supports earnings growth tied to infrastructure cycles. | TECH NEOG FSS RBC TPC |
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| 2023 Q2 | Jun 30, 2023 | Conestoga Small Cap Composite | 10.1% | 7.8% | AXON, BL, FF0 GR, FSS, LMAT, MLAB, MRCY, NOVT, SITE, SPSC, SSD | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | Amy Zhang | Federal Signal Corporation | Industrials | Industrial Machinery | Bull | NYSE | aftermarket, backlog, Equipment, Industrial, infrastructure, Municipal, Safety | View Pitch |
| Nov 1, 2025 | Seeking Alpha | Seeking Alpha | Federal Signal Corporation | Pollution & Treatment Controls | Neutral | backlog, Federal Signal, leverage, M&A, Margin Improvement, order intake, organic growth, Revenue Growth, specialty equipment, valuation | View Pitch | ||
| Oct 24, 2025 | Value Investors Club | ShowMeThe$$ | Federal Signal Corp. | Industrials | Specialty vehicles | Bear | NYSE | ARPA cliff, Competitive pricing, Equipment | 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. | ||||||||