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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 30, 2026 | Invesco Small Cap Value Fund | 6.8% | 17.6% | ACM, ARCB, COHR, CR, CRL, ENTG, EXPE, GL, GMED, HBM.TO, KBR, LITE, MKSI, NRG, PENN, SAIA, WAL, WBS | AI, Biotech, financials, healthcare, Intrinsic Value, small cap, technology, value | The fund employs an intrinsic value approach to stock selection, seeking companies significantly undervalued on an absolute basis. At quarter end, the difference between market prices and intrinsic value estimates was attractive, indicating potential long-term capital appreciation. Small-cap value stocks appear attractive relative to S&P 500 Index stocks. Following outperformance of large-cap stocks over small-cap stocks in recent years, the managers see greater long-term upside to intrinsic value in many small-caps compared to large-caps. The Russell 2000 Value Index P/E multiple has been at a historical discount compared to the S&P 500 Index P/E. The fund benefited from AI-driven growth potential in holdings like Lumentum, which rallied due to investor enthusiasm for its AI applications. ArcBest's operational efficiency and technological advancements using artificial intelligence should position the company well for demand recovery in trucking. | LITE GTLB ARCB GMED CRL |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 27, 2025 | Seeking Alpha | Seeking Alpha | Globe Life Inc. | Insurance - Life | Bull | agency channels, cash flow generation, direct-to-consumer, Globe Life, Insurance, interest rate environment, middle-income families, mortality trends, risk-adjusted returns | View Pitch | ||
| Sep 16, 2025 | Short Thesis | Fuzzy Panda | Globe Life Inc | Financials | Life & Health Insurance | Bear | NYSE | Compliance, Insurance, Persistency, Regulation, Reputational | View Pitch |
| Sep 16, 2025 | Short Thesis | Bear Cave | Globe Life Inc | Financials | Life & Health Insurance | Bear | NYSE | Distribution, Insurance, Life, Persistency, Reserves | View Pitch |
| Sep 16, 2025 | Short Thesis | Viceroy Research | Globe Life Inc | Financials | Insurance (Life & Annuities) | Bear | NYSE | Annuities, Credit, Hedging, Insurance, Rates | 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. | ||||||||