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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | FAM Value Fund (No separate Fenimore Value Strategy hedge fund exists) | 9.2% | - | AME, APH, BN, BRO, MCHP | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Fenimore Dividend Focus Strategy | -2.6% | - | AVY, CDW, CTAS, MCHP, THG, TT | - | View | ||
| 2025 Q2 | Aug 21, 2025 | Aristotle/Saul Global Equity Fund | 9.1% | 10.4% | ALC SW, AMGN, CCO CN, COF, MCHP, PYPL, UBER | Global Equities, healthcare, technology, Trade Policy | UBER COF PYPL ALC SW AMGN MCHP CCO CN |
View | |
| 2025 Q2 | Jul 22, 2025 | Aristotle Value Equity Fund | 4.8% | 5.4% | ALC SW, AMGN, MCHP, MSFT, UBER | Discipline, Margin Of Safety, normalized earnings, valuation dispersion, value | The letter highlights classic value opportunities created by market concentration in growth stocks and neglect of asset-heavy businesses. Management emphasizes normalized earnings power, balance sheet strength, and margin of safety. Value investing is positioned as increasingly attractive as valuation dispersion widens. | UBER US ALC SW AMGN US MCHP US MSFT US |
View |
| 2025 Q2 | Jul 22, 2025 | Columbia Dividend Opportunity Fund | 2.7% | - | K, MCHP, UNH | cash flow, dividends, stability, total return, Yield | The commentary highlights dividend-paying equities as a source of stable total returns amid macro uncertainty. Management favors companies with strong balance sheets and sustainable payout ratios, noting attractive yields in traditionally defensive sectors. Dividend stocks are positioned as resilient if growth slows. | MCHP |
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| 2025 Q2 | Jul 21, 2025 | The Bristol Gate U.S. Equity Strategy | - | - | ACN, ATD CN, AVGO, CIGI, EFN CN, ENGH CN, GE, JWEL CN, MCHP, MCK, MMC, TMO, TVK CN, UNH, WCN CN, ZTS | dividends, free cash flow, income growth, Quality, Resilience | The letter focuses on quality U.S. equities with rising dividends and strong free cash flow generation. Management positions dividend growth as a stabilizing factor amid policy uncertainty and market concentration. AI-led growth is acknowledged but balanced with income discipline. | ACN MCK AVGO |
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| 2024 Q2 | Jul 10, 2024 | Aristotle Atlantic Core Equity Strategy | 3.1% | 21.7% | ABT, ACN, APH, BSX, DAR, GOOG, MCHP, NSC, NVDA, TFX | - | View | ||
| 2024 Q2 | Jul 10, 2024 | Aristotle Core Equity Fund | 2.9% | 21.3% | ABT, ACN, APH, BSX, DAR, GOOG, MCHP, NSC, NVDA, TFX | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Fenimore Dividend Focus Strategy | -2.6% | - | APH, ENTG, HEI, HLI, MCHP | - | View | ||
| 2024 Q1 | Mar 31, 2024 | FAM Value Fund (No separate Fenimore Value Strategy hedge fund exists) | 10.9% | 10.9% | BRO, DG, KEYS, MCHP, PGR, PNFP, TROW | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Fenimore Dividend Focus Strategy | 4.6% | 4.6% | AJG, MCHP, SYK, TROW | - | View | ||
| 2024 Q4 | Feb 24, 2025 | Mar Vistas U.S. Quality | 0.2% | 15.0% | AMT, AMZN, AVGO, CRM, DIS, GXO, MCHP | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Aristotle Atlantic Core Equity Strategy | 4.0% | 13.8% | 8495 TT, AVGO, AVY, CI, CRWD, GTLS, MCHP, SPR | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Fenimore Dividend Focus Strategy | -5.2% | 7.6% | BR, CDW, MCHP, PAYX, TT | - | View | ||
| 2024 Q4 | Dec 31, 2024 | FAM Value Fund (No separate Fenimore Value Strategy hedge fund exists) | 0.0% | 15.6% | BKNG, CDW, KMX, MCHP, SSB | - | View | ||
| 2024 Q4 | Dec 31, 2024 | ClearBridge Investments Large Cap Value | - | - | AVGO, CVS, DE, ELV, MCHP, SRE, UNH, V | - | View | ||
| 2022 Q3 | Oct 25, 2022 | Madison Mid Cap Fund | 7.2% | 12.4% | MCHP, MKSI, ROST, VNT | - | View | ||
| 2025 Q4 | Jan 23, 2026 | American Century Equity Income Fund | 1.8% | 11.9% | BDX, EPD, GOOGL, JNJ, JPM, MCD, MCHP, MDLZ, MDT, MMC, MU, NSC, PEP, PNC, RHHBY, SYY, TFC, UL | Consumer Staples, dividends, financials, healthcare, Quality, value | The fund continues to focus on higher-quality companies with stable revenues and profits, low indebtedness, resilient cash flows and predictable business models that are less sensitive to economic conditions. This approach is viewed as offering resilience amid continuing inflation and uncertain macroeconomic conditions. Healthcare led all sectors in the fourth quarter after being beaten down for much of the year. The fund remains keen on healthcare stocks, particularly those in the healthcare equipment and supplies industry, because they are attractively valued and demand tends to be less susceptible to changes in the economic environment. The fund's investment objective focuses on current income and long-term capital growth, with a strategy of investing in companies believed to be undervalued. The portfolio positioning emphasizes income generation through dividend-paying stocks and preferred securities. | View | |
| 2024 Q4 | Jan 21, 2025 | The Bristol Gate U.S. Equity Strategy | -5.2% | 9.1% | AMAT, AVGO, BN CN, MCHP, MCK, SJ CN, TFII CN, UNH, ZTS | - | View | ||
| 2025 Q4 | Jan 20, 2026 | Madison Mid Cap Fund | -1.2% | 1.8% | ACGL, ANET, AOS, APH, BRO, CDW, EXPD, FND, LBRDA, MCHP, MKSI, MSA, PCAR, ROST, TDY, TECH, TREX, TTAN, WAT, WRB | AI, financials, industrials, mid cap, Quality, technology, value | The fund focuses on high-quality, highly profitable, durable businesses with shareholder-oriented management teams selling below intrinsic value assessments. This quality-focused approach has historically provided strong long-term performance despite being temporarily out of favor in speculative market environments. Several portfolio companies are benefiting from AI-related applications and data center spending. MKS's Electronics and Packaging business shows accelerating growth partly due to AI applications, while Amphenol's IT/Datacom business produces spectacular organic growth driven by AI-related data center spending. | MCHP MSA AOS TTAN BIO ROST |
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| 2025 Q4 | Jan 13, 2026 | Fenimore Dividend Focus Strategy | -4.4% | 1.9% | AJG, APH, AVY, BR, CDW, CTAS, HEI, HLI, IEX, JKHY, MCHP, MLM, PAYX, ROST, RSG, STE, SYK, TT, VRSK, WSO | AI, dividends, healthcare, mid cap, Quality, technology, value | Fenimore maintains focus on high-quality companies with strong balance sheets, consistent profitability, and prudent capital allocation. Quality as a factor remained out of favor despite many businesses showing strong long-term fundamental prospects. The firm believes solid business fundamentals should reassert themselves as the primary driver of stock prices in the long run. AI excitement and related infrastructure builds continued to drive the market, drawing capital away from nearly every other area. Investor enthusiasm was driven toward businesses with AI-related exposures. Amphenol benefited from data center buildouts supporting AI, with its IT Datacom segment growing 128% organically. Dividend-paying companies lagged non-dividend-paying companies by more than 50%. On average, portfolio holdings raised their dividends 9% over 2025, in line with their earnings growth. The top three dividend raisers were Amphenol (55%), Cintas (15%), and Verisk Analytics (15%). Valuations for portfolio companies are becoming more attractive while other indices become more overvalued. The fund sees compelling valuations within the portfolio, which management believes sets the fund up for solid future performance. Many quality franchises are trading at relative multi-year lows. | TT APH JKHY ROST |
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| 2024 Q3 | Sep 30, 2024 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | 4.8% | 0.0% | ARGX, BJ, CRWD, DASH, FND, IAC, ICON, IOT, MCHP, ORLY, OS, PINS, PR, ROST, RRX, SMAR, TSCO, VEEV, VRSK | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Madison Mid Cap Fund | 7.2% | 12.4% | BRO, DLTR, FND, GGG, LAD, LBRDA, MC, MCHP, PCAR | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Aristotle Value Equity Fund | 6.3% | 12.3% | ADSK, AIG, BX, MCHP, VZ | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Aristotle/Saul Global Equity Fund | 6.4% | 11.6% | 3064 JP, 8439 JP, BN CN, MCHP, RTO | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Coho Relative Value Equity | 0.0% | 6.1% | DG, KDP, KO, MCHP, NVDA | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Mar Vista Focus Fund | 3.4% | 0.0% | AAPL, AMT, GOOG, LIN, MCHP, MSFT, NKE, ORCL, V | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Mar Vista Global Equity Fund | 7.2% | - | AMT, GOOG, MCHP, MSFT, ORCL, UL | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Mar Vista Strategic Growth Fund | 5.5% | 0.0% | AAPL, AME, AMT, FTV, GOOG, MCHP, MSFT, NKE, SYK, TDG, UL | - | View | ||
| 2024 Q3 | Sep 30, 2024 | American Century Equity Income Fund | 9.6% | 0.0% | INTC, JPM, KVUE, MCHP, MDT, ON, PG, RKT, TROW | - | View | ||
| 2023 Q3 | Aug 11, 2023 | Weitz Large Cap Equity Fund | 7.8% | 13.3% | CHTR, EFX, MCHP | - | View | ||
| 2024 Q2 | Jun 30, 2024 | American Century Equity Income Fund | 9.6% | 0.0% | ADI, CB, INTC, KVUE, MCHP, MDT, NSC, RHO GR, TXN, ULVR | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Aristotle Value Equity Fund | 6.3% | 12.3% | ADSK, AMG GR, KO, MCHP, MLM | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Aristotle/Saul Global Equity Fund | 6.4% | 11.6% | 1MUV2 IM, AMG GR, CCJ, MCHP, TOT CN, TWTR | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Coho Relative Value Equity | 0.0% | 6.1% | MCHP, ROST, SWK | - | View | ||
| 2025 Q1 | Mar 31, 2025 | ClearBridge Mid Cap Growth Strategy | - | - | APP, ASH, MCHP, MRVL | - | View | ||
| 2024 Q4 | Jan 30, 2025 | Aristotle Core Equity Fund | 3.9% | 26.0% | 8495 TT, AVGO, AVY, CI, CRWD, GTLS, MCHP, SPR | - | View | ||
| 2024 Q4 | Jan 30, 2025 | Aristotle Value Equity Fund | -4.4% | 7.2% | AMP, COF, LEN, MCHP | - | View | ||
| 2024 Q4 | Jan 30, 2025 | Aristotle/Saul Global Equity Fund | -7.8% | 3.0% | MCHP, NCLH, SONY, ZX6 GR | - | View | ||
| 2024 Q4 | Jan 23, 2025 | NZS Capital – Growth | -1.3% | 20.5% | ASML, MCHP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | Fund Letters | Rich Eisinger | Microchip Technology Incorporated | Information Technology | Semiconductors | Bear | NASDAQ | Cyclicality, Discipline, Inventory, semiconductors, valuation | View Pitch |
| Dec 5, 2025 | Fund Letters | Grace Lee | Microchip Technology Inc. | Information Technology | Semiconductors | Bull | NASDAQ | Analog, Autos, Industrial, Margins, Microcontrollers | View Pitch |
| Dec 3, 2025 | Fund Letters | Howard Gleicher | Microchip Technology Inc. | Information Technology | Semiconductors | Bull | NASDAQ | automotive, Industrial, IoT, Margins, Microcontrollers, semiconductors, turnaround | View Pitch |
| Aug 8, 2025 | Seeking Alpha | VanEck | Microchip Technology Inc. | Information Technology | Semiconductors | Bull | Nasdaq | — | 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. | ||||||||