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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Aristotle Small Cap Equity Fund | 3.3% | - | ACIW, ALIT, BHLB, CHE, CMCO, DY, FLS, GRDN, IPAR, JBGS, MNRO, MTSI, SMG, TROX, VRRM | Balance Sheets, fundamentals, Inefficiency, small caps, Valuations | The letter emphasizes disciplined small-cap investing focused on companies with durable business models, strong balance sheets, and consistent cash generation. Management highlights valuation inefficiencies in the small-cap universe driven by passive flows and investor neglect. Small caps are positioned for relative outperformance as fundamentals reassert importance over macro narratives. | CHE |
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| 2025 Q2 | Jul 22, 2025 | Aristotle Small/Mid Cap Equity | 4.6% | - | ACIW, ALIT, BHLB, CHE, CMCO, DLB, DY, FTAI, IPAR, JBGS, MNRO, MTSI, PRGO, SMG, TROX, VRRM | diversification, earnings, Quality, Small/Mid Cap Caps | CHE |
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| 2024 Q4 | Dec 31, 2024 | Artisan Partners Small Cap Fund | 0.6% | 14.7% | ALAB, ARGX, COCO, CROX, FLS, GTLB, HALO, IPAR, ITGR, LSCC, NOVT, PSN, SN, TYL, VCYT, VSEC | - | View | ||
| 2023 Q4 | Dec 1, 2024 | Headwaters Capital Management, LLC | 8.8% | 21.4% | ABC LN, FICO, INSP, IPAR | - | View | ||
| 2025 Q3 | Oct 28, 2025 | The London Company Small Cap | 1.6% | -3.3% | AWI, GHC, HAE, IPAR, NGVT, WTM | cyclicals, Housing, industrials, materials, Quality Investing | The small-cap strategy lagged the index amid speculative rallies in unprofitable stocks, but management reaffirmed confidence in balance-sheet strength and cash generation. Top contributors included Armstrong World Industries and Ingevity, supported by cyclical recovery in materials and industrials. Managers remain focused on resilient, attractively valued businesses that can compound through market cycles as housing and tariffs remain headwinds. | GHC NGVT AWI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $3.6M | 0.00% | 42,413 | +27,436 | +183.19% | 0.1112% |
| Ray Dalio | Bridgewater Associates | $27.4B | $1.0M | 0.00% | 11,851 | +7,142 | +151.67% | 0.0311% |
| Israel Englander | Millennium Management LLC | $233.2B | $3.7M | 0.00% | 43,098 | -162,428 | -79.03% | 0.1130% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $6.1M | 0.00% | 71,643 | +71,643 | +100.00% | 0.1878% |
| Murray Stahl | Horizon Kinetics | $7.4B | $11.8M | 0.16% | 138,558 | -259 | -0.19% | 0.3632% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $5.3M | 0.01% | 62,868 | +23,724 | +60.61% | 0.1648% |
| Cliff Asness | AQR Capital Management | $190.6B | $3.0M | 0.00% | 34,945 | +13,268 | +61.21% | 0.0916% |
| Charles Mawer | Mawer Investment Management | $17.9B | $6.5M | 0.04% | 76,881 | +76,881 | +100.00% | 0.2016% |