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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 13, 2025 | Purpose Investment Partners | 0.2% | 0.2% | AGG, ENB, HPP, XBB.TO, XHY.TO | Bonds, credit, High-yield, Natural Gas, real estate, Trade Policy, volatility, Yield | The Trump administration's reciprocal tariff plan announced on Liberation Day caused significant market volatility, with the S&P 500 declining 5.4% before a 90-day reprieve was announced. The team expects trade policy will ultimately be negotiated to a more normalized level and does not believe it will trigger a deep recession. | ENB.TO HPP |
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| 2025 Q4 | Feb 12, 2026 | Davis Real Estate Fund | 0.0% | -5.7% | AMT, ARE, AVB, BRX, BXP, CPT, CUZ, DEI, DLR, EQIX, EXR, GPOR.L, HPP, MAA, PLD, REXR, SHO, VTR, WELL | AI, Data centers, Passive flows, Performance, real estate, REITs, valuation | Fund focuses on real estate investment trusts across multiple sectors including senior housing, apartments, office, industrial, and life sciences. Performance was impacted by passive flows favoring larger companies and sector rotation dynamics. The fund maintains overweight positions in apartments and office while being underweight in senior housing. AI demand driving unprecedented data center space requirements with holdings in Digital Realty and Equinix benefiting from recent leasing deals. Risks include power availability constraints, transmission limitations, and potential technology disruption that could reduce data center demand over time. | DLR EQIX PLD ARE WELL |
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| 2025 Q3 | Oct 20, 2025 | Purpose Investment Partners | 4.6% | 6.7% | BE, BN.TO, DHC, ECN.TO, ENB.TO, FLNC, HOUS, HPP, IVQ.TO, LDI, RITM, TA.TO, TLN, VST | AI, Canada, credit, energy, fixed income, high yield, Mortgage, real estate | The fund favors U.S. mortgage providers due to consolidation over the past five years resulting in more favorable margins for remaining providers. Mortgage purchase activity appears to have bottomed while refinance activity is likely to pick up as long-term bond yields have moderated. There is positive event risk as the Trump Administration would like to make housing more affordable. | View | |
| 2025 Q4 | Jan 27, 2026 | Voya MI Dynamic Small Cap Fund | 0.0% | 0.0% | BE, FLS, FOLD, FTRE, GEO, HPP | AI, Biotechnology, healthcare, industrials, real estate, small caps, technology | AI remained a dominant theme with strong headlines around innovation and elevated capital investment by major technology firms. Increased spending on AI infrastructure and adoption trends reinforced optimism about its role as a key driver of future growth. AI-driven innovation is supporting the broadening of market leadership beyond mega-cap growth. The fund focuses on US Small Cap Core equity strategy with broader market participation persisting, where small caps and cyclicals contributed to market performance. Market leadership is widening beyond mega-cap growth, creating opportunities in the small cap space. The fund held positions in commercial stage biotechnology companies focused on rare disease therapies. Amicus Therapeutics delivered strong results as product sales rose both domestically and abroad, while Fortrea Holdings provided operational services to biopharmaceutical companies with strong net bookings. | FTRE FOLD FLS GEO HPP BE |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Purpose Investment Partners | Hudson Pacific Properties | Real Estate | Office REITs | Bull | NYSE | Bonds, Cmbs, high yield, Lease-up, office properties, Real Estate, Refinancing, REIT, West Coast | View Pitch |
| Jan 29, 2026 | Fund Letters | Sanne de Boer | Hudson Pacific Properties, Inc. | Real Estate | Office REITs | Bear | New York Stock Exchange | Leasing, Office, realestate, REITs, valuation | 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. | ||||||||