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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | Invesco Small Cap Value Fund | 6.5% | 0.2% | BECN, CAKE, COHR, GLOB, IART, LITE, LIVN, NRG, QDEL, TKR | Balance Sheets, cash flow, Mean reversion, small caps, valuation | The letter emphasizes historically wide valuation discounts in small-cap equities relative to large caps, driven by years of underperformance and risk aversion. Management argues that balance sheet strength, cash flow durability, and normalized earnings power provide downside protection. The fund positions value as a cyclical opportunity as economic uncertainty stabilizes and market breadth improves. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 13, 2025 | Seeking Alpha | The Value Investor | Integra LifeSciences Holdings Corporation | Other | - | 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. | ||||||||