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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Miller Howard Investments Income-Equity Strategies | - | - | ABLV, GILD, HST, JNJ, MPLX, ORI, RHI | - | View | ||
| 2025 Q3 | Oct 19, 2025 | Miller Howard Investments Income-Equity Strategies | 3.6% | - | ABBV, BK, C, CAG, CMCSA, COP, ELS, EMN, GSK, HRL, JNJ, ORI, PAYX, TTE, TXN | AI, cash flow, dividends, financials, value | Income-Equity portfolios outperformed on dividend strength from financials and healthcare while contrasting AI-driven spending by large-cap tech firms. The strategy emphasizes high and growing income from undervalued cash-generative companies, avoiding speculative AI capex cycles. | TTE HRL ELS COP |
View |
| 2023 Q4 | Jan 31, 2024 | Bireme Capital | -2.0% | -2.0% | AAPL, AI, ARM, BATS LN, CLX, ORI, RICK, TR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 16, 2026 | Seeking Alpha | Seeking Alpha | Old Republic International Corporation | Insurance | Property & Casualty Insurance | Neutral | New York Stock Exchange | commercial auto exposure, Cost Inflation, investment strategy, litigation risks, market dynamics, Old Republic International, Property & Casualty Insurance, Share Buybacks, US insurance market, valuation | 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. | ||||||||