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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 9, 2024 | Palm Valley Capital Management | -0.1% | 4.2% | KELYA, MAN, NVDA, PSLV, RGP | - | View | ||
| 2025 Q2 | Jul 8, 2025 | Palm Valley Capital Management | 0.8% | 1.4% | CHRD, CRI, HCSG, KELYA, MAN, PSLV, PZZA, RES | capital preservation, Cash, optionality, risk management, volatility | The letter frames volatility as a structural feature of modern markets driven by leverage, algorithmic trading, and rapid sentiment shifts. Management positions the portfolio defensively with elevated cash and selectively deploys capital during periods of market stress. The strategy seeks to protect capital first while preserving optionality for future dislocations. | PSLV PZZA RES CHRD HCSG |
View |
| 2022 Q3 | Nov 10, 2022 | Palm Valley Capital Management | -0.1% | 4.2% | KELYA, MAN, ODC, SNN, SSRM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 8, 2025 | Seeking Alpha | Seeking Alpha | ManpowerGroup Inc. | Staffing & Employment Services | Neutral | AI recruitment, currency impact, debt refinancing, Digital transformation, labor market, ManpowerGroup, margin compression, staffing industry, strategic initiatives, working capital | View Pitch | ||
| Aug 7, 2025 | Seeking Alpha | Emmanuel Onwusah | ManpowerGroup Inc. | Industrials | Staffing & Employment Services | Neutral | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Redfox Capital Ideas | ManpowerGroup | Industrials | Staffing & Employment Services | Neutral | 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. | ||||||||