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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | Ariel Small Cap Value Strategy | 7.6% | - | CLB, DNB, FAF, LIND, OSW, REZI, WEX, ZBRA | Discounts, earnings recovery, Mean reversion, small caps, value | The letter argues that small-cap value stocks are trading at historic discounts versus large caps. Management highlights improving earnings, balance sheet repair, and long-term growth resilience. The outlook anticipates meaningful upside as performance gaps narrow. | ZBRA FAF CLB |
View |
| 2024 Q1 | Apr 15, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | CG, DNB, LAZ, LIND, MGPI, NVT, OSW, SPHR | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Ariel Small Cap Value Strategy | -0.8% | 9.0% | BCO, LIND, MGPI, MHK, NCLH, OSW | - | View | ||
| 2023 Q3 | Oct 25, 2023 | McIntyre Partnerships | 14.7% | 6.0% | OSW, SPHR | - | View | ||
| 2025 Q4 | Jan 29, 2026 | abrdn U.S. Small Cap Equity Fund | 0.5% | 8.8% | ARCB, ARQT, ATEC, ATZ.TO, AZZ, CARG, CORT, ELF, HLIO, ITGR, LRN, LZB, OSW, PI, REVG, SUPN, TRNO, VIAV | healthcare, industrials, infrastructure, Quality, small caps, technology | The fund focuses on US small-cap equities, which rose over the quarter but lagged broader US equities. The manager emphasizes higher-quality small-cap businesses that offer resilience against macroeconomic headwinds while benefiting from secular trends. The manager sees compelling opportunities from increased infrastructure investment as a secular trend. New position AZZ is positioned to benefit from grid modernization and domestic manufacturing reshoring. Reshoring of supply chains presents compelling opportunities for smaller companies. AZZ is positioned to benefit from domestic manufacturing reshoring trends, while the broader strategy targets companies that can capitalize on this shift. The fund initiated a position in AZZ, which is positioned to benefit from accelerating data-center development. This reflects the manager's view on the growth potential in data center infrastructure. | CORT |
View |
| 2025 Q4 | Jan 13, 2026 | Fenimore Small Cap Strategy | -4.1% | -11.6% | APH, BIPC, BROS, BWIN, CASS, CHH, CIGI, DFH, EXLS, EXPO, FND, FSV, FTDR, JKHY, LSTR, NOVT, OSW, PNFP, ROST, SPSC, TRRSF | AI, Quality, small cap, Speculation, underperformance, value | The update highlights selective small-cap growth investing focused on companies with niche leadership, strong balance sheets, and long runway opportunities. Volatility is viewed as a source of opportunity to add to high-quality businesses at reasonable valuations. Small-cap growth is positioned for recovery as earnings growth reaccelerates. | View | |
| 2024 Q2 | Jul 31, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | BCO, CLB, HMN, LESL, MIDD, OSW, PARA, SPHR | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Fund | -8.0% | -8.0% | ATGE, BIO, LESL, OSW, PARA, RCL, SJM, SPHR | - | View | ||
| 2023 Q4 | Feb 20, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | CLB, JHG, JLL, LIND, MAT, NVST, OSW | - | View | ||
| 2023 Q1 | Jan 5, 2023 | McIntyre Partnerships | 14.7% | 6.0% | OSW, SHC, SPHR, STHO | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 23, 2025 | Value Investors Club | BenHillGriffin | OneSpaWorld Holdings Ltd. | Consumer Discretionary | Leisure Facilities / Cruise Services | Bull | NASDAQ | capital returns, FCF Compounding., Medi-spa, Variable cost model | 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. | ||||||||