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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 | Hotchkis & Wiley Mid-Cap Value Fund | 2.4% | 7.9% | ADNT, AIG, APA, BPOP, BTE.TO, CFG, ERIC, FFIV, FLR, HLF, KOS, MGA, OLN | Banking, energy, financials, mid cap, multiples, oil, valuation, value | The portfolio trades at 11x forward earnings and close to 6x normal earnings, both in line with historical averages, while the broad market trades at elevated valuations with the Russell Midcap's forward P/E at nearly 21x. The fund focuses on attractively valued companies with single digit earnings multiples and strong free cash flow yields. The fund maintains notable overweight exposure to oil & gas exploration/production companies that produce free cash flow yields well into the double digits. The managers view the oil market as having structural supply constraints and believe these companies represent a rare opportunity despite temporary oversupply concerns. The portfolio has notable overweight exposure to banks that exhibit attractive valuations, particularly considering their scale advantages and healthy capital ratios. Traditional/regional banks and trust banks performed well during the quarter, helping relative performance. | View | |
| 2025 Q4 | Jan 21, 2026 | Harbor Mid Cap Value Fund | 4.1% | 16.0% | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value | The fund maintains its disciplined value investment approach, seeking high-quality, profitable companies that generate cash, pay dividends, and repurchase shares. Mid- and small-cap value stocks continue to trade at attractive multiples despite strong relative performance. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins for technology holdings. AI-related technology stocks may appear priced to perfection, but the fund continues to identify opportunities among mid-cap value stocks. The fund seeks companies that repurchase shares, viewing aggressive stock buybacks positively. Several holdings including General Motors, Garrett Motion, and EnerSys have been aggressively buying back stock. | AMKR EA ENS GTX |
View |
| 2022 Q4 | Feb 24, 2023 | Bronte Capital Amalthea Fund | -3.7% | 0.0% | GAM SW, HLF | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Jam Invest | Herbalife Nutrition Ltd. | Consumer Staples | Personal Products | Bull | New York Stock Exchange | consumer staples, debt reduction, Digitization, Free Cash Flow, Herbalife, investment thesis, market cap, personalized nutrition, Revenue Growth, weight management | View Pitch |
| Dec 7, 2025 | Substack | Jam Invest | Herbalife Nutrition Ltd. | Consumer Staples | Packaged Foods | Bull | dietary supplements, earnings per share, financial health, Herbalife, market conditions, Nutrition, regulatory environment, Share Buybacks, shareholder value | View Pitch | |
| Dec 6, 2025 | Substack | Jam Invest | Herbalife Ltd. | Consumer Staples | Packaged Foods | Bull | debt reduction, Free Cash Flow, Global distribution, GLP-1 competition, Herbalife, Nutrition, Revenue Growth, Stephan Gratziani, Technological enhancements, turnaround | View Pitch | |
| Oct 15, 2025 | Value Investors Club | gcose4 | Herbalife Ltd. | Consumer Staples | Personal Products | Bull | NYSE | deleveraging, Digital transformation, distributor productivity, Emerging markets, Free Cash Flow, GLP-1 complement, Herbalife One, multiple expansion, turnaround, undervalued | View Pitch |
| Oct 6, 2025 | Value Investors Club | gcose4 | Herbalife Ltd | Consumer Staples | Packaged Foods & Meats | — | NYSE | Herbalife, nutrition, MLM, Herbalife One, digital transformation, GLP-1, weight management, FCF, deleveraging, turnaround | 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. | ||||||||