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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | Right Tail Capital | - | - | BYD CN, CHTR, IAC, NSC, NSIT, SCHW, SSNC | Compounding, longterm, Patience, Quality, returnsOnCapital | The strategy centers on owning high-quality businesses with strong returns on incremental capital over multi-year horizons. Volatility is embraced as part of long-term compounding rather than a signal to trade. Patience and business fundamentals are prioritized over short-term market narratives. | View | |
| 2025 Q2 | Jun 30, 2025 | FMI All Cap Equity | - | - | NSIT | dislocations, earnings, Margin Of Safety, valuation, value | The letter underscores a valuation-driven approach that seeks to exploit temporary dislocations between price and intrinsic value. Management highlights that elevated market multiples and narrow leadership increase the importance of margin of safety and balance sheet quality. Long-term returns are expected to be driven primarily by earnings growth rather than further multiple expansion. | MAS NSIT |
View |
| 2025 Q2 | Jun 30, 2025 | FMI Small Cap Equity | - | - | NSIT | alpha, earnings recovery, small caps, Valuations, volatility | The commentary highlights small-cap equities as an area of opportunity due to historically wide valuation discounts and improving earnings potential. The manager argues that volatility and macro uncertainty have created mispricings in high-quality smaller companies with strong balance sheets. A long-term horizon and margin of safety are positioned as key advantages in capturing small-cap alpha. | MAS NSIT |
View |
| 2025 Q1 | Apr 24, 2025 | Prosper Stars & Stripes | -9.7% | -9.7% | AMSC, COLD, FLYW, FTRE, HELE, KRMN, MTLS, NSIT, PYCR, RGEN, SARO, TLN, TRS, XMTR | - | View | ||
| 2024 Q3 | Oct 23, 2024 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | 4P0 GR, ALIT, ALRM, BROS, DOCS, ELF, GSHD, HLNE, NSIT, NVEE, PCTY, PGNY, RH, RMBS, RVLV, SITM | - | View | ||
| 2024 Q3 | Oct 14, 2024 | Right Tail Capital | 0.0% | 10.3% | CDW, NSIT | - | View | ||
| 2023 Q2 | Jul 25, 2023 | Headwaters Capital Management, LLC | 8.8% | 21.4% | ABCM, CYRX, NSIT, TMDX | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Fidelity Small Cap Discovery Fund | -7.2% | 0.5% | NSIT, OLN, OMI | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ACHC, AIMC, HASI, NSIT, PACW, SBNY, STAR, WWE | - | View | ||
| 2024 Q4 | Jan 23, 2025 | Aristotle Small/Mid Cap Equity | -0.5% | 13.5% | ACHC, AXTA, AZPN, CMCO, COLD, CTLT, DOC, GTLS, HXL, INFN, NSIT, SUM | - | View | ||
| 2024 Q4 | Jan 23, 2025 | Polen Capital – U.S. Small Company Growth | 4.7% | 3.8% | ALRM, AMN, BDC, BROS, EEFT, FN, NSIT, NVEE, OPCH, RVLV, TREX, WRBY, WSC | - | View | ||
| 2024 Q4 | Jan 23, 2025 | Polen Capital – U.S. SMID Company Growth | 2.7% | 1.4% | ALRM, BAH, BLD, BROS, BSY, EEFT, ENTG, FF0 GR, GSHD, HLNE, NSIT, PSTG, RMBS, RVLV, TYL, WRBY, WSC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 6, 2025 | Fund Letters | Jonathan T. Bloom | Insight Enterprises Inc. | Information Technology | Electronics & Computer Distribution | Bull | NASDAQ | buybacks, cloud, IT services, Modernization, scale | View Pitch |
| Dec 6, 2025 | Fund Letters | Jonathan T. Bloom | Insight Enterprises Inc. | Information Technology | Electronics & Computer Distribution | Bull | NASDAQ | buybacks, cloud, IT services, Modernization, scale | View Pitch |
| Dec 6, 2025 | Fund Letters | Jonathan T. Bloom | Insight Enterprises Inc. | Information Technology | Electronics & Computer Distribution | Bull | NASDAQ | buybacks, cloud, IT services, Modernization, scale | View Pitch |
| Dec 6, 2025 | Fund Letters | Jonathan T. Bloom | Insight Enterprises Inc. | Information Technology | Electronics & Computer Distribution | Bull | NASDAQ | buybacks, cloud, IT services, Modernization, scale | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Fiduciary Management Inc | Insight Enterprises, Inc. | Information Technology | Electronics & Computer Distribution | Bull | NasdaqGS | — | 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. | ||||||||