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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Harding Loevner Global Small Companies | 7.8% | 4.1% | AAON, AAPL, ADTC, ALLE, AMBU.CO, APPF, ATKR, BWA, CGNX, CYBR, DISO.MI, DPLO, ELANCO, ENS, EXPO, FIVE, GLOB, GWRE, HP, IPGP, KXS.TO, LAZ, LOB, LPRO, NCRX, OLLI, PEN, RGA, ROLL, SPLS, WTS, XPEL | AI, Consumer Staples, global, healthcare, industrials, small caps, technology | Artificial intelligence may have profound effects on plenty of industries and companies, but what it won't change are the human needs and desires underpinning demand for food and health-related products. The technology may change the way food and health-care businesses operate, but the demand that fuels their growth is less likely to be affected. | View | |
| 2023 Q2 | Jul 18, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, APG, ATSG, COOP, EHC, ENOV, GDEN, LPRO, PLXS, WKC | financials, healthcare, Quality, small caps, technology, value | The portfolio focuses on small cap value investing with a significant valuation discount to large cap persisting. Quality factors were under pressure during the quarter with stocks having characteristics the manager finds unattractive performing well. The manager seeks high quality companies that can compound returns over long periods while proving resilient in downturns. | PLXS COOP ENOV FWRD. GDEN LPRO APG EHC |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Bernzott Capital Advisors - US Small Cap | Open Lending | Financials | Consumer Finance | Bull | NASDAQ | Auto lending, credit unions, Fintech, Lending enablement, Near-prime, Risk analytics, volume growth | View Pitch |
| Nov 26, 2025 | Value Investors Club | Enright | Open Lending Corp | Financials | Consumer Finance | Bull | NASDAQ | Credit unions, Near-prime auto loans, Non-prime lending, Insurance-wrapped loans, Underwriting recovery, Refinance cycle, AmTrust renewal, Management change, Loan mix shift, Auto credit | 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. | ||||||||