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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 10, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ASC, AZZ, CRI, CRNC, DY, GTLS, LFUS, PWSC | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Heartland Value Fund | 9.8% | 13.5% | BRGO, BWXT, GTLS | - | View | ||
| 2025 Q4 | Mar 6, 2026 | Aristotle Core Equity Fund | 3.1% | 18.2% | APG, ARE, COIN, GH, GM, GTLS, ORCL, ORLY, PFGC | Artificial Intelligence, Cryptocurrency Exchanges, Data centers, Digital infrastructure, institutional adoption | The quarter highlighted the growing impact of artificial intelligence on corporate earnings and market leadership, with more than 300 S&P 500 companies referencing AI on earnings calls and technology firms delivering the strongest earnings growth during the period. Investors increasingly debated the sustainability of massive AI-related capital expenditures, particularly the financing requirements for large-scale data center infrastructure supporting model development and deployment. Portfolio activity reflected exposure to secular digital infrastructure through companies like Coinbase, where regulatory clarity and institutional adoption are expected to drive trading volumes and recurring revenue growth in the cryptocurrency ecosystem. | View | |
| 2025 Q4 | Feb 4, 2026 | Aristotle Small Cap Equity Fund | 1.9% | 0.2% | ACHC, AEIS, AER, ATR, AUB, CCRN, CNS, EHTH, GTLS, HAE, HURN, IDA, ITRI, LKQ, MTSI, NUS, PRGO, PTEN, TITN, WWW | Deregulation, Energy Transition, healthcare, M&A, Regional Banks, semiconductors, small caps, value | The fund focuses exclusively on small-cap equities with valuations remaining compelling relative to large caps, with the Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, lower corporate tax rates, increased M&A activity, continued reshoring of U.S. manufacturing and infrastructure-related spending. Value stocks outperformed growth counterparts during the quarter as the Russell 2000 Value Index returned 3.26% compared to 1.22% for growth. Lower-quality companies outperformed higher-quality companies with factors like high bankruptcy risk, low sales growth, and low price to earnings having the strongest payoffs. MACOM Technology Solutions, a designer and manufacturer of high-performance semiconductor products, was a top contributor with strong quarterly results. The company has meaningful exposure to growing demand from Data Center and 5G end market applications along with domestic manufacturing footprint. Healthcare was the best-performing sector at +18.54% during the quarter. The fund holds positions in companies like Haemonetics in blood management and Acadia Healthcare in behavioral health services, though maintains an underweight allocation as it avoids biotechnology companies due to binary risk. The fund added positions in regional banks including Atlantic Union Bankshares and WesBanco, viewing DOGE-related concerns as creating attractive opportunities. These banks benefit from diversified customer bases, growing market share, and solid balance sheets positioned for trust and deposit opportunities. The fund holds positions in companies supporting power grid modernization through Itron's smart metering solutions and IDACORP's transmission opportunities. These companies are positioned to benefit from critical regional transmission opportunities and grid monitoring solutions. | View | |
| 2025 Q4 | Feb 18, 2026 | The Gabelli ABC Fund | 0.5% | 6.1% | CFLT, EXAS, FOX, FRGE, GTLS, HOLX, KKR, KMB, KVUE, LEN, NEM, NFG, NFLX, PAAS, PSKY, TGNA, TXNM, WBD | arbitrage, healthcare, industrials, M&A, private equity, technology | Multiple biotech and pharmaceutical M&A deals closed during the quarter, including Akero Therapeutics acquired by Novo Nordisk for $54.00 per share plus CVR, Metsera acquired by Pfizer after outbidding Novo Nordisk, and Tourmaine Bio acquired by Novartis for $48.00 per share. M&A volume activity reached $4.6 trillion in 2025, representing a 49% increase from the previous year and the highest since 2021. Technology, industrials, and financials were the top sectors for M&A activity, accounting for over $2 trillion in deal activity. | ALE HOLX EXAS GTCH |
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| 2024 Q4 | Dec 31, 2024 | Baron Discovery Fund | 6.1% | 16.0% | AXON, BC IM, CDNA, FND, GTLS, IRT, MAC, MEG, PAR, TTAN | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Aristotle Atlantic Core Equity Strategy | 4.0% | 13.8% | 8495 TT, AVGO, AVY, CI, CRWD, GTLS, MCHP, SPR | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Baron Small Cap Fund | -1.1% | 13.3% | BWIN, FROG, GTLS, IBP, ICLR, INTA, NPO, VRT | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Baron Discovery Fund | 13.5% | 9.3% | ALGM, AXON, CDNA, DH, FORG, GTLS, MEG, QLYS, RVNC, SMAR | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Baron Small Cap Fund | 9.6% | 14.5% | ASGN, DXCM, EWCZ, GDYN, GTLS, INSP, IT, NEOG, PLNT, TTD, VRT | - | View | ||
| 2025 Q3 | Nov 16, 2025 | The Gabelli ABC Fund | 3.0% | - | AMSF, GTLS, SAND | arbitrage, M&A, regulation, Spreads, volatility | The letter emphasizes merger arbitrage as a steady, low-volatility strategy benefiting from elevated global M&A activity fueled by lower rates, improved trade clarity, and lighter regulatory scrutiny. With deal volumes up sharply in 2025, the strategy focuses on identifying predictable closing dynamics and narrowing spreads. The fund highlights disciplined risk management and diversification as essential to capturing consistent returns in an active deal environment. | OR US ECG US |
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| 2024 Q3 | Sep 30, 2024 | Baron Discovery Fund | 13.5% | 9.3% | AXON, CDNA, GTLS, INDI, LMACA, MEG, NARI, TEM, TWFG | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Baron Small Cap Fund | 9.6% | 14.5% | BRP, DAVA, DXCM, EWCZ, GCMG, GTLS, GWRE, IBTA, ICON, LOAR, VRT | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Baron Small Cap Fund | 9.6% | 14.5% | ASGN, CGNX, COLD, DRVN, GDYN, GTLS, IT, SHLS, SPT | - | View | ||
| 2022 Q1 | May 22, 2022 | Baron Discovery Fund | -16.4% | -16.4% | ACC, AXNX, AXON, GTLS, JBGS, MRCY, PING, VLDX | - | View | ||
| 2022 Q4 | Jan 31, 2023 | Aristotle Core Equity Fund | 2.9% | 21.3% | AME, AR, AVGO, CTLT, GTLS | - | View | ||
| 2024 Q4 | Jan 30, 2025 | Aristotle Core Equity Fund | 3.9% | 26.0% | 8495 TT, AVGO, AVY, CI, CRWD, GTLS, MCHP, SPR | - | View | ||
| 2023 Q4 | Jan 30, 2024 | Baron Discovery Fund | 13.5% | 9.3% | AAON, AEIS, DKNG, ESTA, GTLB, GTLS, KNSL, MRCY, S, VRNS | - | View | ||
| 2023 Q4 | Jan 27, 2024 | Baron Small Cap Fund | 9.6% | 14.5% | FF0 GR, GTLS, IBP, IT, KNSL, NCNO, SKIN | - | View | ||
| 2023 Q4 | Jan 27, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | CFLT, CYTK, GTLS, KNSL, KWR, LSCC, PJT, SUM, VICR, WING | - | View | ||
| 2023 Q4 | Jan 27, 2024 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | CRWD, DXCM, GTLS, HAL, MPWR, PAYC, PLNT, SNPS, TRU | - | View | ||
| 2024 Q4 | Jan 23, 2025 | Aristotle Small Cap Equity Fund | -0.5% | 9.4% | ACHC, AMTM, ASC, AXTA, AZPN, COLD, GTLS, HXL, INFN, SUM, TROX | - | View | ||
| 2024 Q4 | Jan 23, 2025 | Aristotle Small/Mid Cap Equity | -0.5% | 13.5% | ACHC, AXTA, AZPN, CMCO, COLD, CTLT, DOC, GTLS, HXL, INFN, NSIT, SUM | - | View | ||
| 2024 Q4 | Jan 14, 2025 | Liberty Park Capital Management | 5.9% | 8.6% | CGNX, GTLS, HQI, INOD, INOQ, LWLG, MOD, NVEE, SOUN, THRY, UPWK, XMTR, YOU | - | View |
| 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. | ||||||||