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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Dec 31, 2024 | Miller Howard Investments Utilities Plus | 0.0% | 0.0% | AES, BKH, ES, ETR, EVRG, NEE, NEP, OGS, PEG, POR, VST | dividends, energy, income, infrastructure, interest rates, Utilities | The letter extensively discusses dividend growth as an underappreciated tailwind, showing how companies with larger dividend increases historically outperform. The analysis demonstrates that dividend increases compound to substantially higher income over time, with 40 basis points of annual increases tripling the beginning yield after 10 years. | View | |
| 2025 Q3 | Nov 4, 2025 | Aristotle Small Cap Equity Fund | 3.2% | -1.5% | AEIS, ALE, AZEK, BWIN, COLB, CRI, DLB, DY, FLWS, HAE, HGV, JHX, KN, KNX, MRCY, MTSI, OGS, PCP, PPBI, REI, SPNS, WNC | Banking, defense, healthcare, Natural Gas, semiconductors, small caps, value | Small cap equities delivered robust performance in Q3 2025, with the Russell 2000 reaching its first all-time high since November 2021. Small caps benefited from dovish Fed rhetoric, attractive relative valuations, broadening market breadth, earnings recovery, and rotation away from mega-cap stocks. Valuations remain compelling relative to large caps, with the Russell 2000 trading near multi-decade lows on a relative basis. | 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% |