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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 8, 2026 | BlackRock Advantage Global Fund | 3.8% | 23.9% | AAPL, AMZN, CME, GOOGL, JPM, MS, MSFT, NVDA, PFE, TSM | global, large cap, quantitative, Sentiment, technology | Large-cap technology stocks led for much of 2025 but weakened into year-end, with more speculative names under pressure. Macro-thematic measures helped motivate successful overweight positions in U.S. and Taiwanese technology stocks. | View | |
| 2023 Q3 | Oct 31, 2023 | The London Company Income Equity | 10.4% | 14.6% | AAPL, CCI, CVX, NOC, NSC, PAYX, PFE, PGR, TXN, VZ | - | View | ||
| 2022 Q3 | Oct 26, 2022 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | ABT, AIG, COP, DE, GOOG, NDAQ, PFE, SYK, VFC | - | View | ||
| 2023 Q3 | Oct 16, 2023 | Smead Value Fund | 5.1% | 11.1% | PFE | - | View | ||
| 2025 Q3 | Oct 14, 2025 | Pzena Investment Management | - | - | 2579 JP, BAX, CHTR, LKQ, PFE, SCS, SHEKK NA, SPB, TEP FP, UHR SW, WIZZ LN | Artificial Intelligence, cyclicals, Global Equities, small caps, value | Pzena argues that small caps trade at historic lows versus large caps and are poised for multi-year outperformance. The firm views AI-driven market dislocations as openings for active value investing, focusing on normalized earnings rather than hype. The letter emphasizes select opportunities in healthcare, industrials, and global cyclicals. | WIZZ SPB TPN BAX |
View |
| 2025 Q4 | Jan 22, 2026 | Thornburg Equity Income Builder Fund / Thornburg Investment Income Builder Fund | 7.0% | 37.0% | 005930.KS, AVGO, AZN, BNP.PA, C, CME, DTEGY, ELE.MC, ENEL.MI, KPN.AS, MRK, NN.AS, NVS, ORAN, PFE, RHHBY, T, TSCO.L, TSM, TTE | dividends, financials, global, healthcare, Telecommunications, Utilities, value | The fund maintains exposure to dividend-paying firms with resilient businesses and strong capital structures. The portfolio's weighted average dividend yield of 4.2% significantly exceeds the MSCI Index's 1.7% yield. Most holdings have made reasonable progress growing their bases of paying customers and distributable cash flows to support multi-year dividend growth. The portfolio trades at attractive valuations with a weighted harmonic average 2025 consensus P/E ratio of 14.3x, well below the MSCI All Country World Index's 21.6x. The manager believes these businesses are valued very attractively relative to their own histories and other assets, incorporating significant intrinsic value. The fund focuses on businesses that occupy important positions in their respective markets and tend to be well capitalized. These firms retain their market positions providing important products and services that generate cash flows. The manager emphasizes resilient businesses with strong capital structures that can maintain operations through various market conditions. | View | |
| 2023 Q2 | Aug 8, 2023 | Matrix Dividend Income | 0.0% | 0.0% | KO, PFE | - | View | ||
| 2023 Q1 | Apr 20, 2023 | The London Company Income Equity | 10.4% | 14.6% | AAPL, FIS, MSFT, NSC, PFE, SCHW, TXN | - | View | ||
| 2023 Q1 | Mar 31, 2023 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, BAC, JNJ, MET, MSFT, PFE, SAP, USB | - | View | ||
| 2023 Q4 | Jan 2, 2024 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | AIG, ALL, BAC, BWA, CARR, CVX, KKR, PFE | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 20, 2026 | Seeking Alpha | Seeking Alpha | Pfizer Inc. | Healthcare | Pharmaceuticals | Neutral | New York Stock Exchange | dividend yield, inventory management, investment thesis, P/E ratio, PEGY ratio, Pfizer, pharmaceuticals, profitability, vaccine policy, valuation | View Pitch |
| Feb 18, 2026 | Seeking Alpha | Seeking Alpha | Pfizer Inc. | Healthcare | Pharmaceuticals | Neutral | New York Stock Exchange | dividend yield, EPS decline, financial flexibility, market sentiment, Patent cliff, Pfizer, pharmaceuticals, R&D investment, stock rally, valuation | View Pitch |
| Jan 20, 2026 | Seeking Alpha | Seeking Alpha | Pfizer Inc. | Healthcare | Pharmaceuticals | Bull | New York Stock Exchange | Acquisitions, cost savings, dividend yield, growth, healthcare, market undervaluation, Non-Covid Sales, Patent cliff, Pfizer, pharmaceuticals | View Pitch |
| Aug 13, 2025 | Seeking Alpha | RI Research | Pfizer Inc. | Health Care | Drug Manufacturers - General | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Fredrik Arnold | Pfizer Inc. | Health Care | Drug Manufacturers - General | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Justin Purohit | Pfizer Inc. | Health Care | Drug Manufacturers - General | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Substack | Pacific Northwest Edge | Pfizer Inc. | Health Care | Drug Manufacturers - General | Neutral | NYSE | — | 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. | ||||||||