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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | May 1, 2025 | Conestoga SMid Cap Composite | -5.7% | -5.7% | ALTR MM, BFAM, CCCS, HBCP, IT, MMSI, PCTY, QTWO, ROAD, ROL, SPSC, WK | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Conestoga Micro Cap Composite | 9.9% | 13.5% | ERII, MEG, NABL, NVEE, ODFL, OLO, PCTY, PL, ROAD, TBRD CN, TFX, TKNO, TRNS, UTI | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Wasatch Long/Short Alpha Fund | -8.3% | 7.2% | ACHC, FND, HQY, ICFI, IONQ, PCTY | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Wasatch Small Cap Growth Strategy | 1.7% | 15.2% | BOOT, BRBR, PACS, PCTY, ROAD, TMDX | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | BRBR, FOXF, MEDP, PCTY, PNFP, XPEL | - | View | ||
| 2023 Q4 | Dec 31, 2023 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | 4.8% | 0.0% | 0JZ0 LN, APTV, BC, BJ, FIVE, FND, IDXX, LNG, ORLY, PCTY, PINS, RNR | - | View | ||
| 2022 Q3 | Oct 26, 2022 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | AMN, AZTA, EEF GR, GSHD, PCTY, PGNY, WING, YETI | - | 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 | ||
| 2025 Q4 | Jan 23, 2026 | Bell Global Emerging Companies Fund | -1.8% | -5.9% | 3064.T, 6146.T, AMS.MC, AUTO.L, BJ, BOOT, CHKP, CNM, COR, CPG.L, DB1.DE, GWW, LPLA, MSCI, ODFL, PCTY, SCI, TSCO, TTC, TTI.HK, VEEV, WKL.AS | global, industrials, Quality, SMID Cap, technology, value | The fund follows a Quality at a Reasonable Price (QARP) approach, focusing on consistently high returning companies with durable growth characteristics. 2025 was challenging for this style as markets favored momentum and sentiment-driven narratives over fundamentals, but the team believes quality investing will reassert itself as markets become more earnings driven. The fund invests in global small and mid cap equities with 30-60 holdings, maintaining benchmark agnostic positioning. The portfolio targets companies with market capitalizations in the SMID cap range, seeking to outperform the MSCI World SMID Cap Index over rolling three-year periods. The fund emphasizes valuation discipline as part of its QARP approach, seeking quality companies at reasonable prices. Many high-quality businesses in the portfolio are trading at compelling valuations, with the portfolio's weighted upside potential sitting at the upper end of historical ranges based on conservative assumptions. | VEEV AUTO LN COR TSCO CNM TTC 3064 JP 6146 JP CPG LN LPLA GWW ODFL |
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| 2023 Q2 | Jun 30, 2023 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | COTY, CSGP, ON, PCTY | - | View | ||
| 2023 Q1 | Mar 31, 2023 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | APG, COTY, CSGP, ON, PCTY | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | CYBR, FIVE, GDYN, INSP, MEDP, PCTY | - | View | ||
| 2022 Q3 | Feb 11, 2022 | ClearBridge Mid Cap Growth Strategy | 0.0% | 0.0% | AVLR, AZPN, CMG, ETSY, PCTY, TFX, WSC | - | View | ||
| 2022 Q4 | Jan 3, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | BOOM, CYBR, FIVE, FOXF, GDYN, ISNP, MEDP, PCTY | - | View |
| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||