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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Dec 9, 2025 | Crossroads Capital | - | - | ^SP500TR, BUFIX, IWN, ZPRS.DE | catalysts, concentrated, long-term, Outperformance, Quality, small caps, special situations, value | Crossroads focuses on value-based investing, seeking businesses trading at large discounts to intrinsic value with clear catalysts. The fund emphasizes purchasing securities at the largest possible discount to conservative estimates of fair value, with a margin of safety approach that has driven consistent outperformance since inception. | View | |
| 2025 Q4 | Jan 9, 2026 | QuadCap Wealth Management | 0.0% | 0.0% | AGG, DIA, EEM, EFA, HYG, IWD, IWF, IWM, IWN, IWO, IWP, IWR, IWS, LQD, MUB, QQQ, SPY, XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY | AI, Economic Data, Fed policy, Government Shutdown, Market Leadership | Artificial intelligence remained a key investment theme in Q4, but the narrative matured as investors became more selective. The market shifted focus from headline growth to AI economics, questioning capital requirements for data centers and whether companies could maintain spending pace without pressuring cash flow. Companies involved in large-scale AI projects faced increased scrutiny, especially where spending plans outpaced near-term cash flow. The Federal Reserve cut interest rates by -0.50% in Q4 but signaled a pause, emphasizing future cuts will depend on incoming data. Officials appeared divided between those warning policy remains too restrictive and others cautioning against cutting too soon and reigniting inflation. The shutdown data fog made Fed policy a source of near-term uncertainty and market volatility. | View | |
| 2025 Q4 | Jan 6, 2026 | Financial Synergies Wealth Advisors | 0.0% | 0.0% | AGG, DIA, EEM, EFA, HYG, IWD, IWF, IWM, IWN, IWO, IWP, IWR, IWS, LQD, MUB, QQQ, SPY, XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY | AI, Economy, Fed policy, interest rates, Markets, outlook, technology, volatility | Artificial intelligence remained a key investment theme in Q4, but the narrative matured as investors became more selective. The market shifted focus from broad enthusiasm to companies demonstrating pricing power and a path to profitability rather than growth at any cost. Questions emerged about capital requirements for data centers and whether companies could maintain aggressive capex spending without pressuring cash flow. The Federal Reserve cut interest rates by 0.50% in Q4 but signaled a pause, hinting it could cut less than the market expects in 2026. Fed officials appeared divided with some warning policy remains too restrictive while others caution cutting too soon could reignite inflation. The government shutdown delayed key economic data, making Fed policy a source of near-term uncertainty and market volatility. | View |
| 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 |
|---|---|---|---|---|---|---|---|---|
| David Katz | Matrix Asset Advisors | $1.1B | $319,836 | 0.03% | 1,765 | +0 | +0.00% | 0.0022% |
| Israel Englander | Millennium Management LLC | $233.2B | $713,605 | 0.00% | 3,938 | +3,938 | +100.00% | 0.0049% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $6.6M | 0.01% | 36,497 | -78,503 | -68.26% | 0.0450% |
| Cliff Asness | AQR Capital Management | $190.6B | $22.3M | 0.01% | 123,335 | +14,227 | +13.04% | 0.1522% |
| Mario Gabelli | GAMCO Investors | $10.4B | $732,994 | 0.01% | 4,045 | -25 | -0.61% | 0.0050% |
| John Rogers | Ariel Investment | $9.3B | $6.0M | 0.07% | 33,319 | -11,646 | -25.90% | 0.0411% |
| Arnold Van Den Berg | Van Den Berg Management I, Inc | $436.5M | $2,718 | 0.00% | 15 | +15 | +100.00% | 0.0000% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $1.3M | 0.15% | 8,280 | +2,900 | +53.90% | 0.0085% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $85.1M | 0.23% | 469,444 | +268,684 | +133.83% | 0.5797% |