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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | Palm Valley Capital Management | 0.8% | 1.4% | CHRD, CRI, HCSG, KELYA, MAN, PSLV, PZZA, RES | capital preservation, Cash, optionality, risk management, volatility | The letter frames volatility as a structural feature of modern markets driven by leverage, algorithmic trading, and rapid sentiment shifts. Management positions the portfolio defensively with elevated cash and selectively deploys capital during periods of market stress. The strategy seeks to protect capital first while preserving optionality for future dislocations. | PSLV PZZA RES CHRD HCSG |
View |
| 2025 Q2 | Jul 22, 2025 | Brandes Small Cap Value Fund | 12.1% | 4.9% | GHM, HCSG, ORN, OTEX CN | fundamentals, small caps, undercoverage, valuation, volatility | The fund discusses small-cap stocks as fertile ground for value creation amid limited coverage and forced selling. Management emphasizes balance sheet strength and normalized earnings. Volatility is framed as an opportunity rather than a risk. | View | |
| 2023 Q2 | Jun 30, 2023 | Heartland Value Fund | 9.8% | 13.5% | BHE, HCSG | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 10, 2026 | Seeking Alpha | Seeking Alpha | Healthcare Services Group, Inc. | Healthcare Services | Facility Management Services | Neutral | NASDAQ Stock Market | Aging Population, Bad Debt Expenses, cross-selling, Facility Management, financial health, Healthcare services, Labor Costs, Market expansion, Revenue Growth, Share Buyback | View Pitch |
| Jan 8, 2026 | Fund Letters | Jayme Wiggins | Healthcare Services Group, Inc. | Health Care | Health Care Services | Bull | NASDAQ | cashflow, healthcare, Outsourcing, services, Smallcap | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Palm Valley Capital Management | Healthcare Services Group | Health Care | Medical Care Facilities | Bull | 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. | ||||||||