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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 19, 2025 | Prosper Stars & Stripes | 9.6% | -0.8% | AGYS, AZTA, BIO, EXPO, FTAI, HELE, KRMN, LASR, MGNI, PACK, SPHR, TATT, TKNO | aerospace, AI, Biotechnology, defense, Long/Short, Rate Cuts, small caps, tariffs | Defense spending has strengthened with clearer priorities, particularly in missile and drone defense reflecting modern warfare evolution. The fund identified nLIGHT as a beneficiary of increased spending on laser-based anti-missile and anti-drone systems, which offer cost-efficient solutions with low cost per shot and unlimited magazine capacity. | View | |
| 2025 Q1 | Apr 24, 2025 | Prosper Stars & Stripes | -9.7% | -9.7% | AMSC, COLD, FLYW, FTRE, HELE, KRMN, KRNT, LH, MTLS, NSIT, PAYX, PYRC, RGEN, RHP, SARO, TLN, TRS, XMTR | Biotechnology, defense, energy, Long/Short, Onshoring, small caps, tariffs, Trade Policy | The administration announced tariff rates far higher than anticipated on April 2nd, reverting the U.S. to protectionist policies not seen for 100 years. Policy uncertainty measures shot to near record highs, creating large negative impacts on stock, bond and currency markets. Businesses face increased costs from higher tariffs and supply chain adjustments. | View | |
| 2024 Q3 | Oct 1, 2024 | Palm Valley Capital Management | -0.1% | 4.2% | DOX, EQC, HELE, LAS.TO, NATH, RGP, TBI, WHGLY, WLY | Commercial real estate, Fed policy, rates, small caps, Staffing, value | The commercial real estate market faces a menacing backdrop with property valuations for office sector down 40% and multifamily suffering. Many lenders reluctant to foreclose hoping for recovery. Small banks may not be properly recognizing expected loan losses on distressed CRE assets despite significantly lower valuations. | HELE WHGLY DOX LAS.TO RGP TBI |
View |
| 2024 Q4 | Jan 5, 2025 | Palm Valley Capital Management | -0.1% | 4.2% | 0288.HK, CHD, CRD-A, CRI, DOX, EL, FPI, HELE, HTLD, KELYA, LAS.TO, MAN, NVDA, NWN, PHYS, PLTR, PSLV, SEB, SSRM, STT, TBI | Cash, crypto, Cyclical, gold, small caps, Staffing, Valuations, value | Bitcoin rocketed 50% after the election to exceed $100,000, with crypto enthusiasts rejoicing at the pro-crypto stance of the incoming administration. The fund discusses various cryptocurrencies including Dogecoin with a $50 billion market cap and Tronix equal in size to major corporations, questioning the existence and value of hundreds of digital assets. | HTLD SEB KELYA |
View |
| 2024 Q2 | Jul 24, 2024 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | AAON, AIT, ALIT, APPF, BL, CCCS, DAVA, DOXI, HELE, HLNE, IBP, OPCH, PGNY, RGEN, RH, ROAD, RVLV, SITM, SMCI, WING, WRBY, XPEL | growth, healthcare, Quality, rates, small caps, technology, volatility | The performance gap between small caps and large caps continued to widen during Q2, with small cap investors retreating to lower-volatility sectors. Small cap continues to be highly sensitive to shifting rate expectations, while leadership in large cap remains narrow and driven by momentum. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Palm Valley Capital Management | Helen of Troy | Consumer Discretionary | Household Products | Bull | NASDAQ | asset-light, Consumer products, contrarian, discretionary spending, free cash flow yield, Leading Brands, Roll-up | View Pitch |
| Jan 9, 2026 | Seeking Alpha | Seeking Alpha | Helen of Troy Limited | Consumer Goods | Household & Personal Products | Neutral | NASDAQ Stock Market | Consumer products, Helen of Troy, macroeconomic challenges, margin pressure, neutral outlook, Olive & June acquisition, organic growth, supply chain diversification, tariffs, valuation | View Pitch |
| Sep 16, 2025 | Short Thesis | Hedgeye | Helen of Troy Ltd | Consumer Staples | Housewares & Specialties | Bear | NASDAQ | brands, Competition, consumer, debt, Margins | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Paul Franke | Helen of Troy Limited | Consumer Staples | Household & Personal Products | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Lighting Rock Research | Helen of Troy Limited | Consumer Staples | Household & Personal Products | 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. | ||||||||