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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 26, 2024 | Miller Value Partners Deep Value Strategies | 4.6% | 20.1% | FOSL, GTN, LNC, TPC | Concentration, Earnings Yield, infrastructure, small caps, undervalued, value | Manager emphasizes significant valuation discounts in value stocks versus growth, with value indexes trading at 40-90% discounts to longer duration equity indexes. Small cap value particularly attractive with relative valuations near 45-year lows versus large caps. Strategy focuses on double-digit earnings and free cash flow yields in undervalued securities. | LNC FOSL GTN TPC |
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| 2024 Q1 | Apr 25, 2024 | Miller Value Partners Income Strategy | 11.7% | 11.7% | BFH, BKE, CHRD, CTO, JXN, LNC, MED, MPW, OMF, STLA, T, UGI, VTRS, WAL | Concentration, crypto, dividends, energy, flexibility, high yield, income, value | The portfolio added UGI Corp, a dividend aristocrat that has paid shareholders a dividend for 139 consecutive years and looks poised to boost its dividend for the 37th consecutive year. At current prices, UGI trades at its lowest price/earnings multiple in history despite sporting a 6% yield with a plan to grow earnings power at a high single-digit rate. | LNC UGI CHRD |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Miller Value Partners Income Strategy | Lincoln National | Financials | Life & Health Insurance | Bull | NYSE | Annuities, Breakout, Earnings Power, financials, life insurance, Retirement Services, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Miller Value Partners Deep Value Strategies | Lincoln National Corporation | Financials | Life & Health Insurance | Bull | NYSE | balance sheet, financial services, Free Cash Flow, life insurance, multiple expansion, ROE, turnaround, Value | View Pitch |
| Jan 22, 2026 | Seeking Alpha | Seeking Alpha | Lincoln National Corporation | Insurance | Life Insurance | Bull | New York Stock Exchange | Book Value, capital preservation, commercial real estate, debt reduction, Fortitude Re deal, Group Protection segment, insurance industry, operational efficiency, P/E ratio, undervalued | 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. | ||||||||