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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Riverwater Sustainable Value Strategy | -0.6% | 7.9% | ATKR, AZZ, CROX, HDSN, ICFI, IRDM, LECO, LMNR, LPX, MOD, NYCB, PLXS, QCOM, TALO, WAL | AI, Data centers, Electrical, Energy Transition, industrials, Quality, small caps, value | Small-caps continued what appears to be a new bull market since hitting bottom last October. Small-caps still have significant ground to cover, having last peaked in 2021, while large-caps have continued to hit record highs. The manager believes they're in the 9th inning of large-cap outperformance and the next five and ten-year outlook for small versus large appears highly enticing. | ATKR |
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| 2023 Q1 | Mar 24, 2023 | Andrew Hill Investment Advisors | - | - | AAPL, ANET, DE, GRMN, LECO, MRK, MSFT, ULTA, V, VRTX | Banking, Bear Market, Federal Reserve, healthcare, interest rates, technology, value | Recently added to position in gold via GLD exchange traded funds that closely tracks gold prices. Gold seems to perform better when interest rates are falling which may be the case later this year. Industrial uses of gold are only about 10% of users, thus the store of value remains the global interest of gold investors. | View | |
| 2025 Q3 | Oct 19, 2025 | EdgePoint Global | - | - | 6702.T, AAPL, ALFA.ST, AME, AMG, AMS.PA, AMZN, APO, ATD.TO, AVGO, BAC, BAES.L, BERY, BKNG, BN.TO, CFR.SW, CSX, ELV, FFH.TO, FLS, FNV.TO, GIB.A.TO, GOOGL, ICE, JLL, LECO, MAT, META, MIDD, MMC, MSFT, MSI, NFLX, NSC, NVDA, PEY.TO, PM, PSMT, QCOM, QSR, RBA.TO, ROST, SAF.PA, SAP, TEL, TSM, UNVR, VRTX | active management, AI, Concentration, global, Quality, technology, value | Artificial intelligence represents a transformative technology creating a bubble in large U.S. tech companies. The enthusiasm has fueled concentration in the Mag 6 companies, but history shows early winners are difficult to identify and competition eventually erodes returns. | Franco-Nevada Corporation Mattel Inc. SAP SE TE Connectivity plc AMA SM |
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| 2025 Q4 | Jan 19, 2026 | EdgePoint Global | 0.0% | 17.5% | ALFA.ST, LECO, ROG.SW, TMO | contrarian, global, Quality, Resilience, risk management, value, volatility | EdgePoint views volatility as a feature of the market, not a bug to be managed away. The firm capitalizes on volatility-driven fear and irrational investor behaviors like panic selling to buy great businesses from sellers who don't understand true value. During the April 2025 Liberation Day volatility spike, EdgePoint moved over a quarter of the Global Portfolio in six weeks, buying businesses at bargain prices. EdgePoint focuses on owning businesses resilient enough to grow through any macro environment and come out stronger. This resilience serves as their margin of safety when investment insights don't play out as expected. The firm believes resilient base businesses protect against permanent loss of capital even when proprietary insights take longer than expected or don't materialize. EdgePoint defines risk as permanent loss of capital rather than volatility. The firm maintains confidence to buy when others are selling during uncertain periods. During April 2025's market stress, EdgePoint experienced its largest dollar inflows in company history on the two worst down days, demonstrating strong investor risk appetite and alignment. | ALFVY RHHBY LII TMO |
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| 2023 Q4 | Jan 16, 2024 | EdgePoint Global | - | 11.8% | ALFA.ST, LECO | Energy Transition, global, Industrial, Manufacturing, technology, value | Lincoln Electric has emerged as a significant player in industrial 3D printing, particularly for large-scale metal components. The company successfully 3D printed 226kg nickel-alloy parts for Chevron's refinery, demonstrating capability to produce parts twice the size and 10 times the weight at their facility. | LECO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | EdgePoint Global | Lincoln Electric Holdings, Inc. | Industrials | Industrial Machinery | Bull | NASDAQ | 3D printing, Additive Manufacturing, Domestic Manufacturing, EV charging, Free Cash Flow, Industrial automation, infrastructure, power electronics, Welding Equipment | 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. | ||||||||