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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jun 30, 2024 | Nixon Capital | - | - | ^GSPC | AI, Beta, Fed, Hedged Equity, rates, technology, volatility | Artificial intelligence continues to drive productivity gains and support corporate earnings, with AI-driven names powering the market rally alongside mega-cap technology stocks. The fund recognizes AI as a key structural driver in the economy. | View | |
| 2025 Q1 | Apr 26, 2025 | Crescat Capital – Global Macro Hedge Fund | 40.3% | 40.3% | ^GSPC, ^NDX | Activist, gold, Macro, Megacap Tech, Mining, Precious Metals, Short Selling | Long activist mining positions in precious metals represent the largest thematic exposure firmwide and have been the primary driver of strong performance year-to-date. The manager believes it is still very early in a new bull market for precious metals mining stocks, which remain historically undervalued. | View | |
| 2024 Q1 | Apr 2, 2024 | WestEnd Capital | 18.2% | 18.2% | ^GSPC, ^VIX | AI, Fed policy, Hedged Equity, technology, Valuations, volatility | Artificial intelligence continues to drive productivity gains and support corporate earnings, with AI-driven names powering the market rally alongside mega-cap technology stocks. The fund recognizes AI as a key structural driver in the economy. | BA AXP TSM NVDA |
View |
| 2024 Q3 | Oct 4, 2024 | Regency Wealth Management | - | - | ^GSPC, ^VIX | AI, Fed policy, Hedged Equity, technology, Valuations, volatility | Artificial intelligence continues to drive productivity gains and support corporate earnings that exceeded expectations. AI-driven productivity gains are supporting the bull market case alongside mega-cap technology leadership. | View | |
| 2025 Q3 | Oct 20, 2025 | Carrington Wealth Management | - | - | ^FTSE, ^GSPC, ^HSI, BTC-USD, GLD | AI, Asia, China, Europe, gold, rates, tariffs, Valuations | Asia remains a large overweight position with attractive valuations and strong company balance sheets. Chinese equities were standout performers supported by renewed confidence in the domestic economy. The firm maintains constructive views on China given its solid economic position, low inflation, and healthy growth outlook. | View | |
| 2025 Q3 | Oct 15, 2025 | Easterly – Hedged Equity Fund | 5.0% | 10.2% | ^GSPC | AI, Fed, Hedged Equity, Mega Cap, Rate Cuts, technology, volatility | Artificial intelligence continues to drive productivity gains and support corporate earnings, with AI-driven names powering the market rally alongside mega-cap technology stocks. AI remains a key structural driver in the economy. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | 1 Main Capital | SP Plus Corporation | Commercial & Professional Services | Commercial Services & Supplies | Bull | NASDAQ | acquisition target, asset-light, management contracts, market share gains, Parking, Real Estate Services, technology platform | View Pitch |
| Apr 28, 2026 | Fund Letters | Aristotle Small Cap Equity Fund | SP Plus Corporation | Industrials | Commercial Services & Supplies | Bull | NASDAQ | acquisition target, Commercial Services, Event Logistics, Facility Services, M&A, Parking Management, payment services | View Pitch |
| Apr 28, 2026 | Fund Letters | Patient Capital Management | Citigroup Inc. | Financials | Banks | Bull | NYSE | balance sheet, Bank, Cost Reduction, dividend, financial services, return on equity, turnaround, Value | View Pitch |
| Apr 28, 2026 | Fund Letters | Ariel Focus Fund | Goldman Sachs Group, Inc. | Financials | Investment Banking & Brokerage | Bull | NYSE | advisory services, Capital markets, Expense Management, investment banking, Platform Solutions, regulatory capital, strategic initiatives | View Pitch |
| Apr 28, 2026 | Fund Letters | Ariel Focus Fund | Goldman Sachs Group, Inc. | Financials | Investment Banking & Brokerage | Bull | NYSE | Book Value, Capital markets, Equity, financial services, investment banking, M&A, Share Buybacks, Strategic Transformation, Value | View Pitch |
| Apr 28, 2026 | Fund Letters | Vulcan Value Partners - Large Cap | Genpact Ltd. | Information Technology | IT Consulting & Other Services | Bull | NYSE | BPO, Digital transformation, IT services, Outsourcing, spinoff, technology | View Pitch |
| Apr 28, 2026 | Fund Letters | Patient Capital Management | Citigroup Inc | Financials | Diversified Banks | Bull | NYSE | banking, Cost Reduction, dividend yield, ROE improvement, tangible book value, turnaround, Value | 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. | ||||||||