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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 21, 2026 | abrdn U.S. Small Cap Equity Fund | 1.0% | 1.0% | ADMA, ATEC, ECG, GTX, KWR, MGY, MIR, PATK, QTWO, SHOO, VIAV | energy, Geopolitical, infrastructure, small caps, technology, US | View | ||
| 2024 Q1 | Apr 15, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | CELH, EXR, FIVE, FRSH, KWR, LSTR, MKTX, MNDY, MSA, PJT, RBA, SMAR, SMCI, SUM, VKTX, VNOM, WCC, WING, WWD | AI, Biotechnology, energy, growth, healthcare, small caps, technology | AI investment theme continued to drive strong gains as companies exposed to artificial intelligence posted strong performance. The fund benefited from AI infrastructure plays like Super Micro Computer, which provides accelerated computing platforms for cloud computing and AI applications. The managers are closely monitoring AI adoption and the sustainability of the AI investment cycle to determine future market leadership. | View | |
| 2025 Q3 | Nov 8, 2025 | Cullen Small Cap Value Equity | 14.2% | 5.6% | AVNT, CROX, ECVT, HUN, KWR, STR, UA, UIS, VAC | financials, Mortgage, rates, real estate, Regional Banks, small caps, value | Small-cap equities delivered exceptional performance with Russell 2000 gaining 12.4% and Russell 2000 Value advancing 12.6%, outpacing large caps. The rally was fueled by Fed rate cuts, economic resilience, and renewed risk appetite. Small caps entered the quarter trading at multi-decade lows relative to large caps, providing valuation support and asymmetrical upside as earnings recover. | View | |
| 2025 Q3 | Oct 17, 2025 | Hosking Partners | 3.4% | 6.1% | 0700.HK, BABA, BAC, BTU, C, CFG, CRDA.L, DGE.L, FCX, HBAN, JEF, KWR, LXS.DE, LYB, NVDA, PNC, RCO.PA, RI.PA, SYNT.L, WFC | AI, broadening, Capital Cycle, China, Japan, Mining, small caps, value | The strategy sees speculative excess in AI with hyperscalers dramatically increasing capital bases for datacentres, creating a classic capital cycle with real risk of over-build. Nvidia represents 8% of S&P 500 and 5% of MSCI ACWI, creating alarming concentration. The AI bet must pay off given the weight in global indices. | SAGA LN FCX US |
View |
| 2023 Q3 | Sep 30, 2023 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | CELH, FRSH, KNSL, KWR, LBRT, LTHM, PJT, PLNT, SLAB, SUM | AI, energy, growth, healthcare, rates, semiconductors, small cap, technology | The fund remains excited about the potential for generative AI to transform a variety of businesses and continues to look for ways to benefit from this emerging trend. Despite strong interest from the investment community, valuations for many companies well-positioned to benefit from AI currently trade at reasonable multiples relative to their prospects for accelerating earnings growth. The emergence of the latest version of artificial intelligence has sparked healthy optimism, translating to increased spending in various industries such as semiconductors, hardware, and software. | View | |
| 2024 Q2 | Jul 26, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | ANF, EVH, INSM, KWR, LSCC, LSTR, MNDY, MSA, ONTO, PJT, RBA, SUM, TMDX, VEI, VKTX, WWD | AI, Biotechnology, energy, growth, healthcare, semiconductors, small caps, technology | The fund continues to see strong momentum within the AI data center buildout megatrend that is now a year old. The enormous power requirements of AI data centers have positive implications for a broader group of stocks extending across energy, industrials and utilities. The portfolio is well positioned to benefit from this theme as the surge in capital spending plans from mega-cap tech companies holds significant positive implications for several holdings within the electrical equipment and power generation industries. | View | |
| 2023 Q4 | Jan 27, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | CFLT, CYTK, GTLS, KNSL, KWR, LSCC, PJT, SUM, VICR, WING | energy, growth, healthcare, rates, Restaurants, small caps, technology, value | Healthcare was one of the worst-performing sectors for most of 2023 but rallied sharply in Q4 from deeply depressed valuations. Multiple catalysts could drive healthcare stocks higher including pharmaceutical M&A of biotech companies, improvements in clinical readouts, and increasing demand for life science tools. | View | |
| 2024 Q4 | Jan 17, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | APPF, AROC, BILL, ESAB, EVH, EXR, FRSH, KWR, LPLA, LSTR, MMSI, MSA, PCVX, PI, PJT, RBA, SUM, TMDX, ZETA | AI, Election, financials, growth, healthcare, M&A, small caps, technology | The letter discusses significant AI investment themes, noting that one major chip designer's data center revenues are expected to represent approximately 15% of total U.S. capital spending in 2025. The managers highlight the risk of excess capacity if generative AI applications fail to drive demand, requiring hyperscalers to generate $400 billion in revenue to justify current spending levels. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Will Nasgovitz | Quaker Chemical Corp. | Materials | Specialty Chemicals | Bull | New York Stock Exchange | cashflow, Chemicals, Industrialcycle, Pricingpower, valuation | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Heartland Advisors | Quaker Chemical Corp. | Materials | Specialty Chemicals | Bull | NYSE | — | 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. | ||||||||