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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 31, 2025 | Turtle Creek Fund Test | 0.4% | - | AHT.L, ATD.TO, BFH, DOL.TO, DOO.TO, GIL.TO, KNSL, PFB.TO, SCI, SYF, TFII.TO, URI, WSC | Canada, Concentration, growth, mid cap, Quality, value | Quality: The portfolio has been upgraded toward market leaders, best-run operators, and durable niche businesses, raising average business quality. Valuation: Despite higher growth prospects, holdings trade near ~10x earnings with returns driven by earnings, not multiple expansion. Midcaps: Management highlights better prospective returns outside the S&P 500s elevated multiples, favoring mid-cap exposures. | CTAS KNSL WSC CTAS KNSL WSC |
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| 2025 Q3 | Oct 21, 2025 | Brandes Small Cap Value Fund | 11.2% | 16.6% | AOUT, ARLO, AVDL, ELAN, EPC, GIL.TO, GLOB, HBI, HURC, HXL, IEX, KMT, MOG.A, ORION, PAHC, PBH, PINC, PKE, SON, UNF | healthcare, industrials, positioning, small caps, technology, underperformance, value | Small-cap value stocks advanced strongly, led by health care and industrial holdings like Elanco and Park Aerospace. Managers added to undervalued names such as Prestige Consumer Healthcare and Globant, citing stable cash flows and long-term growth in digital transformation. The fund remains overweight industrials and defensives amid attractive valuations. | PBH GLOB PBH GLOB |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||