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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Meridian Hedged Equity Fund | -0.2% | -0.2% | ACVA, AMZN, GEO, ICE, MGM, V | - | View | ||
| 2024 Q3 | Oct 25, 2024 | Fawkes Capital Management | 0.0% | - | AGX, CLS, GEO, LEU | - | View | ||
| 2025 Q4 | Jan 27, 2026 | Voya MI Dynamic Small Cap Fund | 0.0% | 0.0% | BE, FLS, FOLD, FTRE, GEO, HPP | AI, Biotechnology, healthcare, industrials, real estate, small caps, technology | AI remained a dominant theme with strong headlines around innovation and elevated capital investment by major technology firms. Increased spending on AI infrastructure and adoption trends reinforced optimism about its role as a key driver of future growth. AI-driven innovation is supporting the broadening of market leadership beyond mega-cap growth. The fund focuses on US Small Cap Core equity strategy with broader market participation persisting, where small caps and cyclicals contributed to market performance. Market leadership is widening beyond mega-cap growth, creating opportunities in the small cap space. The fund held positions in commercial stage biotechnology companies focused on rare disease therapies. Amicus Therapeutics delivered strong results as product sales rose both domestically and abroad, while Fortrea Holdings provided operational services to biopharmaceutical companies with strong net bookings. | FTRE FOLD FLS GEO HPP BE |
View |
| 2025 Q4 | Jan 21, 2026 | Meridian Hedged Equity Fund | 0.1% | 0.0% | ABNB, AMZN, CB, DHI, DHR, DKNG, GEO, LNG, LW, LYV, MGM, MTCH, VST, YOU | energy, gaming, Hedged Equity, Homebuilders, Options, Travel, value | The fund holds positions in gaming companies including MGM Resorts International and DraftKings. MGM benefited from record results in Macau properties and BetMGM achieving profitability. DraftKings faced near-term pressures from earnings shortfalls and competitive pressures but maintains long-term earnings potential. The fund maintains exposure to energy companies including Vistra Corp and Cheniere Energy. Vistra is positioned to benefit from surging electricity demand driven by data centers and electrification trends, operating attractive nuclear and natural gas generation assets in tight power markets. The fund has exposure to travel-related companies including MGM Resorts and Clear Secure. Clear Secure provides biometric identity solutions for travelers and benefited from robust travel demand and operational efficiency during the quarter. The fund holds D.R. Horton as a top position, representing exposure to the homebuilding sector. The company is positioned in the residential construction market. | YOU DHR MGM VST DKNG LW |
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| 2024 Q4 | Feb 26, 2025 | Fawkes Capital Management | 2.2% | 11.2% | ACMR, GEO, SKYX, SXE AU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 29, 2026 | Fund Letters | Sanne de Boer | GEO Group, Inc. | Industrials | Security & Alarm Services | Bear | New York Stock Exchange | cashflow, Corrections, Government, restructuring, valuation | View Pitch |
| Oct 30, 2025 | Value Investors Club | BlueFIN24 | GEO Group Inc. | Industrials | Security & Alarm Services | Bull | NYSE | Contract Awards, Detention, Federal Spending, Immigration, Monitoring, security services | 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. | ||||||||