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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 31, 2025 | Bailard Small Cap Value Strategy | 8.7% | 6.9% | MEI | Behavioral Finance, Micro Cap, Quality, small cap, value | The strategy maintains focus on quality characteristics while avoiding junk stocks that rallied in Q3. Quality companies with strong fundamentals were left behind during the quarter's flight to lower-quality investments. | View | |
| 2023 Q3 | Sep 30, 2023 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | AMG, BCO, LESL, LIND, MAT, MEI, NCLH, SPHR | consumer, Entertainment, Leisure, Logistics, small caps, Travel, value | Sphere Entertainment's Las Vegas venue opened on track with costs in-line, planning 365 days of events annually including concerts, sporting events, and The Sphere Experience. Mattel benefited from the successful Barbie movie release, expected to generate over $125 million in gross billings from film royalty payments. | AMG NCLH LESL LIND BCO AMAT SPHR |
View |
| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | AES, AGO, AGRO, AM, BCC, BCE, BK, CAG, CAH, CHRD, CNP, CSCO, D, DCP, EME, EMN, ENB, ENLC, EPD, ETD, EVR, EXR, FFBC, FULT, GS, HCA, JHG, JNJ, JPM, KEY, KFY, KNF, LBRT, LNG, LYB, MATX, MDU, MED, MEI, MPC, MSFT, MSM, NGG, NSP, NVDA, OMAB, OMF, POR, PPL, PSX, QCRH, RRC, RY, SBAC, SLP, SO, SUN, UGI, UHT, VLO, VST, WINA, WMB | dividends, energy, income, technology, Utilities, value, volatility | The letter extensively analyzes dividend-paying tech stocks versus non-payers, finding high-dividend tech stocks outperformed when excluding the internet bubble period. Miller/Howard focuses on companies with strong dividend coverage and growth potential, with their Income-Equity strategies yielding 3.5-3.7% and positioned for dividend growth throughout market cycles. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $1.4M | 0.00% | 212,625 | -112,907 | -34.68% | 0.4594% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $902,788 | 0.00% | 135,962 | +135,962 | +100.00% | 0.2937% |
| Israel Englander | Millennium Management LLC | $233.2B | $390,996 | 0.00% | 58,885 | -540 | -0.91% | 0.1272% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $3.1M | 0.00% | 473,486 | +19,054 | +4.19% | 1.0229% |
| Cliff Asness | AQR Capital Management | $190.6B | $8.2M | 0.00% | 1,241,706 | -153,002 | -10.97% | 2.6826% |