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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, AEIS, ALIT, BHLB, CHE, CMCO, DY, FLS, GRDN, HURN, IPAR, ITRI, JBGS, LQDT, MMSI, MNRO, MTSI, SMG, TKO, VRRM | growth, healthcare, industrials, small caps, technology, Telecommunications, value | Valuations remain compelling relative to large caps, with the Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, lower corporate tax rate, increased M&A activity, continued reshoring of U.S. manufacturing, and infrastructure-related spending. | VRRM SMG IPAR GRDN FLS ALIT ACIW CHE MTSI DY CHE |
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| 2025 Q2 | Jul 22, 2025 | Aristotle Small/Mid Cap Equity | 4.6% | - | ACIW, AENE, ALIT, ASGN, BHLB, CHE, CIEN, CMCO, DLB, DY, FTAI, HOOD, IPAR, ITRI, JBGS, MMSI, MTSI, PRGO, SMG, VRRM | growth, industrials, positioning, SMID Cap, technology, value, volatility | MACOM Technology Solutions benefited from exposure to growing demand from Data Center and 5G end market applications. The company surpassed analyst expectations and raised forward guidance, with meaningful exposure to these growing markets along with domestic manufacturing footprint expected to drive additional shareholder value. | VRRM SMG PRGO IPAR FTAI DLB ALIT CHE ACIW MTSI DY CHE |
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| 2025 Q2 | Jul 20, 2025 | The London Company Small Cap | 2.4% | -4.9% | ACIW, AWI, CABO, GTES, IPAR, MATX, NEU, SGI, WTM | Quality, small cap, tariffs, Trade Policy, value, volatility | The manager emphasizes their focus on high-Quality, low-Volatility orientation as a defensive strategy. They believe their reliance on high Quality factors has proven to be a strategy that can lose battles along the way but tends to win the war over time, positioning them well for an environment of elevated policy risks and fragile global growth. | IPAR MATX WTM ACIW GTES AWI NEU ACIW AWI NEU GTES |
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| 2026 Q1 | Apr 21, 2026 | Vela International Fund | -0.9% | -0.9% | ABEV, ABF.L, AGI, ALLFG.L, ARCO, BAKKA.OL, DUE.DE, GLOB, GRG.L, HIK.L, IPAR, ITP.PA, JET2.L, NOMD, OGC.TO, SBRE.L, SU, TTE, UMG.AS, UNTR.JK, WIE.VI | energy, Geopolitical, gold, international, Luxury, Travel, value | View | ||
| 2023 Q4 | Dec 1, 2024 | Headwaters Capital Management, LLC | 8.8% | 21.4% | ABCM, DHR, FICO, INSP, IPAR | Beauty, Concentration, Fragrance, growth, small cap, value | Manager believes small cap stocks are poised to lead the market over the next five years, trading at the cheapest absolute and relative multiple to large caps in decades. Profitable small cap stocks are trading at the cheapest relative multiple to large caps since 2000, with historical precedent showing 55% cumulative outperformance over 6 years from similar starting points. | IPAR |
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| 2025 Q3 | Oct 28, 2025 | The London Company Small Cap | 1.6% | -3.3% | AWI, GHC, HAE, IPAR, NGVT, WTM | Fed, industrials, materials, Quality, rates, small caps, value | The portfolio maintains a high Quality, low Volatility positioning that has been out of favor since April but historically regains leadership when fundamentals reassert themselves. Quality factors were headwinds during the high beta rally as markets rewarded speculation over stability. | GHC NGVT AWI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Choice Equities Capital Management | Par Technology Corporation | Information Technology | Application Software | Bull | NYSE | Annual Recurring Revenue, ARR, Burger King, divestiture, Government Defense, growth, Hardware, Point of Sale, POS, QSR, Quick Service Restaurant, Restaurant technology, SaaS, Software | View Pitch |
| Apr 28, 2026 | Fund Letters | Headwaters Capital | Inter Parfums | Consumer Discretionary | Personal Products | Bull | NASDAQ | brand partnerships, Capital-light, Consumer Discretionary, founder-led, Fragrance, growth, high-ROIC, insider ownership, Licensing, Personal Products, small-cap, Specialty Manufacturing | View Pitch |
| Apr 28, 2026 | Fund Letters | Pender Small Cap Opportunities Fund | PAR Technologies | Information Technology | Application Software | Bull | NYSE | AI, Artificial Intelligence, commerce platform, Data Analytics, proprietary data, Restaurant technology, SaaS | View Pitch |
| Apr 13, 2026 | Fund Letters | Aristotle Small/Mid Cap Equity | Interparfums | Consumer Staples | Personal Products | Bull | NASDAQ | brand portfolio, China market, Consumer products, Fragrances, Licensing, personal care, Prestige Brands | View Pitch |
| Apr 13, 2026 | Fund Letters | The London Company Small Cap | Interparfums, Inc. | Consumer Staples | Personal Products | Bull | NASDAQ | Brand Equity, consumer behavior, founder-led, high-ROIC, licensing agreements, Luxury Fragrances, net cash, premiumization | View Pitch |
| Apr 13, 2026 | Fund Letters | Aristotle Small Cap Equity Fund | Interparfums | Consumer Staples | Personal Products | Bull | NASDAQ | brand portfolio, China, Consumer products, Licensing, Luxury Brands, Prestige Fragrances, Younger Consumers | 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. | ||||||||