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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q4 | Dec 31, 2022 | Madison Small Cap Fund | 5.7% | -24.4% | HAIN, SMG | - | View | ||
| 2024 Q3 | Oct 24, 2024 | Choice Equities Capital Management | -1.8% | 5.5% | CROX, CZR, GENI, HAIN, MGNI, OEC, PAR | Advertising, gaming, Restaurants, small caps, technology, value | The fund holds positions in Caesars Entertainment and Genius Sports, both operating in the entertainment, casino and gaming space. Caesars benefits from secular tailwinds in online sports betting and iGaming, while Genius has exclusive data rights deals with major leagues including the NFL and English Premier League. | HAIN GENI CZR |
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| 2023 Q2 | Jun 30, 2023 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | AEL, ALGM, AZPN, BE, BJ, BWXT, CHGG, EYE, FIGS, FOXF, HAIN, IART, IAS, MPWR, PD, PEN, SGRE, SGRY, SILK, SPT, STAA, TREX, TRUP, XPO | Biotechnology, growth, Quality, semiconductors, small caps, software, underperformance | The Strategy focuses on small cap growth investing and was impacted by a lower-quality small cap rally during the quarter. The manager discusses Russell index rebalancing pressure affecting small cap performance and notes that sticking to investment discipline has historically led to relative performance recovery. | View | |
| 2023 Q4 | Jan 14, 2024 | Madison Small Cap Fund | 6.3% | 17.2% | CFLT, CHRD, EPC, GOGO, HAIN, LZ, MC, OLLI, OSW, PRMW, SAIA, SHAK | energy, financials, healthcare, Quality, rates, small caps, technology, value | Small caps surged 14% in Q4 after benign inflation data, with the worst performers becoming the best in a dash for trash rally. Small caps finally outperformed large caps and mega cap tech after a narrow market year. The fund believes relative valuations remain more attractive for small caps than other domestic equity asset classes despite the recent rally. | CHRD BLZE 0MCB LN CFLT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Choice Equities Capital Management | Hain Celestial Group Inc. | Consumer Staples | Packaged Foods & Meats | Bull | NASDAQ | consumer staples, cost savings, Free Cash Flow, margin expansion, Organic Foods, Portfolio simplification, turnaround, Value | View Pitch |
| Dec 2, 2025 | Substack | Toff Cap Monday Monitor | Hain Celestial Group, Inc. | Consumer Staples | Packaged Foods | Bull | bankruptcy fears, debt burden, Free Cash Flow, Hain Celestial, insider buying, leadership changes, organic products, strategic review, turnaround, upside potential | View Pitch | |
| Aug 8, 2025 | Seeking Alpha | Abdul-Rahman Bhery | The Hain Celestial Group Inc. | Consumer Staples | Packaged Foods | Bear | NASDAQ | — | 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. | ||||||||