| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 4, 2025 | Aristotle Small Cap Equity Fund | 3.2% | -1.5% | ALE, AZEK, COLB, CRI, DLB, FLWS, HAE, HGV, JHX, KNX, MRCY, MTSI, OGS, REI, RRC, SUPN, WNC | consumer, industrials, Recovery, small caps, valuation | The fund emphasized high-conviction small-cap holdings with strong fundamentals and improving earnings visibility amid an easing policy backdrop. Despite market volatility, management sees opportunities in niche industrials, regional banks, and select consumer firms poised for recovery. Small-cap valuations remain historically attractive, supported by resilient demand and renewed investor risk appetite. | COLB MTSI MRCY SUPN |
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| 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 |
|---|---|---|---|---|---|---|---|---|
| Jo Taylor | Ontario Teachers' Pension Plan | $4.3B | $2.9M | 0.07% | 37,880 | +10,296 | +37.33% | 0.0578% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $11.8M | 0.02% | 152,554 | +93,206 | +157.05% | 0.2329% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $17.7M | 0.02% | 229,740 | +4,465 | +1.98% | 0.3507% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $366,011 | 0.00% | 4,738 | +4,738 | +100.00% | 0.0072% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.1M | 0.00% | 14,502 | -9,488 | -39.55% | 0.0221% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $7.6M | 0.01% | 98,836 | -18,494 | -15.76% | 0.1509% |
| Cliff Asness | AQR Capital Management | $190.6B | $9.4M | 0.00% | 121,620 | +14,913 | +13.98% | 0.1856% |
| Mario Gabelli | GAMCO Investors | $10.4B | $3.1M | 0.03% | 39,762 | +0 | +0.00% | 0.0607% |