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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Thornburg Equity Income Builder Fund | 6.6% | 27.2% | 005930.KS, AVGO, AZN, BIRG.I, BNP.PA, C, CME, CSCO, DTE.DE, ELE.MC, ENEL.MI, EOAN.DE, GLEN.L, HD, INGA.AS, MRK, NN.AS, PFE, ROG.SW, T, TSCO.L, TSM, TTE, Z74.SI | dividends, financials, global, healthcare, income, Telecom, Utilities, value | The fund maintains exposure to dividend-paying firms with resilient businesses and strong capital structures. The weighted average equity portfolio dividend yield of 4.3% significantly exceeds the 1.8% dividend yield of the MSCI Index. Most holdings have made reasonable progress growing their bases of paying customers and distributable cash flows to support multi-year dividend growth. | View | |
| 2025 Q3 | Sep 30, 2025 | Impax US Sustainable Economy Fund | 7.3% | 11.1% | AAPL, AMZN, AVGO, CARR, ELV, GOOGL, INTC, JCI, JNJ, LLY, MA, MSFT, NVDA, ORCL, PFE, PGR, TT, V | AI, Cloud, large cap, Quality, semiconductors, sustainability, technology | AI-related stocks in semiconductor and systems software industries continued to benefit from AI-related investment. Intel announced partnership with Nvidia on integrating CPUs with GPUs in AI server systems. Oracle's cloud business has large backlog after signing multi-billion dollar deals with OpenAI, xAI, Meta, Nvidia and AMD. Broadcom driven by record earnings and surging demand for AI semiconductor solutions. | View | |
| 2025 Q3 | Sep 30, 2025 | Baron Health Care Fund | 5.4% | -2.7% | ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, IMVT, INSM, IONS, ISRG, JNJ, LLY, MASI, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE | AI, Biotechnology, GLP1, growth, healthcare, Medical Devices, Pharmaceuticals | Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The third quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity. | View | |
| 2024 Q3 | Sep 30, 2024 | Peapack Private | - | - | ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, INSM, IONS, ISRG, JNJ, LLY, MASI, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE | AI, Biotechnology, GLP-1, healthcare, M&A, Medical Devices, Pharmaceuticals | Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity. | View | |
| 2025 Q2 | Aug 14, 2025 | FPA Source Capital | 6.7% | - | ABBV, ABT, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, IMVT, INSM, IONS, ISRG, JNJ, LLY, MASI, MDT, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XEN.TO | AI, Biotechnology, GLP1, healthcare, Managed Care, Medical Devices, Pharmaceuticals | Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity. | View | |
| 2025 Q2 | Aug 11, 2025 | BlackRock Advantage Global Fund | 10.7% | 9.5% | AAPL, AMZN, BAC, GOOGL, MS, MSFT, NVDA, NVS, PFE, SPGI | AI, defense, energy, Europe, Global Equities, Japan, technology | The fund benefited from macro-thematic impulses that correctly captured evolving AI themes. AI leaders regained market leadership following stronger-than-expected earnings and guidance from technology stalwarts. The AI theme broadened from enablers to infrastructure providers, supporting positioning in European energy companies. | View | |
| 2025 Q2 | Jul 25, 2025 | Hourglass Capital | - | 9.5% | CPRI, LYB, PFE | Bubble, Credit Stress, inflation, rates, Risk Appetite, Trade Policy, value | The manager discusses punitive tariffs by the world's largest economy aimed at realigning global trade balance, which incited the single largest two-day selloff since early pandemic. China responded with reciprocal tariffs, creating new global trade barriers that central banks are responding to with economic stress measures. | View | |
| 2025 Q2 | Jun 30, 2025 | Parnassus Value Equity Fund | 7.2% | - | A, AVGO, AZN, BAX, DHR, GILD, GPN, LIN, MSFT, MU, ORCL, PFE, PGR, REGN, SPG, TMO, TSM, UNH, WMT, WTW | AI, healthcare, Quality, tariffs, technology, value | The Fund's outperformance was primarily driven by artificial intelligence-related portfolio holdings in the Information Technology sector. AI-related companies like Broadcom, Oracle, Microsoft, Micron Technology, and Taiwan Semiconductor benefited from the ongoing AI megatrend and boom in AI investment. The portfolio maintains exposure to semiconductor makers and cloud providers as key beneficiaries of AI investment and cloud adoption. | DHR WTW REGN LIN TMO WMT |
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| 2025 Q2 | Jun 30, 2025 | The Gabelli Equity Income Fund | 5.3% | - | AAPL, AMZN, AVGO, AXP, BRK.B, C, GOOGL, JNJ, JPM, LLY, MA, META, MRK, MSFT, NFLX, NVDA, ORCL, PFE, V, WFC | AI, defense, energy, gold, Sports, tariffs, technology, Utilities | Artificial intelligence continues to drive significant investment and growth across technology companies. Major AI infrastructure platforms maintained aggressive investment commitments with $330 billion in capex plans. ChatGPT usage doubled and commercial AI adoption accelerated across multiple sectors. | CR AXP |
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| 2025 Q1 | Apr 7, 2025 | Brasada Focused Equity Strategy | - | - | AMZN, BA, BRK-B, GE, GM, HEI, NKE, PFE | aerospace, Cash Management, Market Volatility, Quality, tariffs, Trade Policy | The Trump Administration is implementing aggressive tariff policies to rebalance trade flows and bring manufacturing jobs back to the US. Countries like Vietnam and Cambodia are already offering to reduce their tariffs on US imports in exchange for reduced US tariffs, while China has raised their tariffs in retaliation. The outcome remains unpredictable with potential for either economic benefit if countries reduce tariffs or recession if trade war escalates. | HEI |
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| 2025 Q1 | Apr 30, 2025 | 1 Main Capital | -3.6% | -3.6% | ARVN, BFIT.AS, CZR, DNTL.TO, ENZ, IWG.L, NVS, PFE, THRD, WATR.L | Biotechnology, Cash, Defensive, small cap, Trade Policy, value, volatility | The Fund made several new biotech investments in Q1, representing a low double-digit percentage of assets. Manager is focusing on simple assets like cash and shareholder incentives rather than deep science understanding. Examples include Arvinas with over $1 billion in cash and significant licensing agreements, and Third Harmonic Bio which announced dissolution and cash return to shareholders. | ENZ THRD ARVN |
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| 2024 Q1 | Apr 30, 2024 | Penn Davis McFarland | - | - | IMVT, MRNA, PFE, ROIV | Biotechnology, Fed policy, inflation, M&A, monetary policy, Risk Appetite | The fund initiated a new position in Roivant, a biotech holding company that acquires orphaned drug candidates from big pharma and develops them through focused subsidiaries. The strategy has proven successful with recent asset sales like Televant to Roche for $7.1 billion. Immunovant represents the most valuable remaining subsidiary with potential for sale in the current heated biotech M&A environment. | ROIV |
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| 2024 Q1 | Apr 27, 2024 | Parnassus Value Equity Fund | 7.3% | 13.7% | BAC, BALL, BEPC, BIIB, BMRN, CHTR, CMI, DOX, FIS, GILD, INTC, MU, NICE, ORCL, PFE, PGR, SPGI, SYY, VZ, WDC | AI, financials, large cap, semiconductors, technology, value | The artificial intelligence related momentum and optimism that characterized much of 2023's market activity continued in the quarter, especially within the Semiconductor industry. NICE is positioned to benefit as enterprises continue to embrace AI and cloud-based solutions for customer experience software. | View | |
| 2024 Q1 | Apr 22, 2024 | Rodrigo Benedetti | 0.0% | 0.0% | AM.PA, APP, CHG.L, CLS, HO.PA, KNF, MRVI, ONT.L, OXB.L, PFE, PSTG, SMR.AX, TEP.PA, TMDX | Biotech, defense, Europe, growth, small caps, value | European defense companies trade at reasonable multiples with potential tailwinds from awakening EU defense budgets. Dassault Aviation produces the Rafale fighter, the only Fifth Generation aircraft not made by Lockheed Martin or Russians, with growing order book and no competing aircraft expected soon. | AM.PA |
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| 2024 Q1 | Apr 15, 2024 | The Sound Shore Fund | 6.7% | 21.1% | BBWI, BKR, BRK-B, CAH, CNC, COF, ELV, FIS, GEHC, GM, HOLX, KHC, KMI, KR, LEN, MRK, OGN, PFE, PRGO, PVH, TEVA, TTE, WFC, WTW | Adaptability, contrarian, energy, large cap, Utilities, value | Sound Shore's contrarian investment process focuses on the adaptability and sustainability of company business models. The fund seeks companies that can best adapt and adjust to changing environments, as exemplified by holdings like Vistra and Constellation Energy that prepared their assets for dynamic markets while maintaining strong balance sheets. | AYI TEVA CEG VST |
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| 2024 Q1 | Apr 15, 2024 | WS Ruffer Total Return Fund | 0.0% | 0.0% | BABA, BP, PFE, RKT.L | Bonds, commodities, Defensive, Geopolitical, gold, inflation, liquidity, Yen | Commodities provided shelter from market volatility with both base and precious metals benefiting from expectations of stronger US economy and potential Chinese economic bottoming. Gold and oil rose together despite typically moving in opposite directions. | View | |
| 2025 Q1 | Mar 31, 2025 | EQUAM Global Value Fund | -1.2% | -1.2% | ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, IMVT, INSM, IONS, ISRG, JNJ, LLY, MASI, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE | AI, Biotechnology, GLP1, healthcare, M&A, Medical Devices, Pharmaceuticals | Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity. | ACAD SS BFSA GR STM GR CIE SM BME LN |
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| 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 | |
| 2024 Q1 | Feb 4, 2024 | TPG Angelo Gordon | - | - | AMGN, ATVI, AVGO, BLK, HZNP, ICE, MSFT, PFE, SGEN, VMW | Clos, CMBS, credit, high yield, interest rates, Leveraged Loans, private credit, real estate | Default rates for leveraged loans increased to 3.15% in the U.S. as of Q4, with J.P. Morgan forecasting a rise to 3.25% in 2024. High yield default activity totaled $83.7 billion in 2023, a 75% increase from 2022. Interest coverage ratios for borrowers continue to reflect the impact of rising interest rates and are expected to continue eroding. | View | |
| 2024 Q2 | Nov 7, 2022 | WS Ruffer Total Return Fund | 0.0% | 0.0% | BABA, BP, PFE, ROG.SW | capital preservation, credit, duration, Multi-Asset, oil, Protection, risk management, Yen | Markets display dichotomy with 69% of fund managers considering Magnificent 7 most crowded trade while half expect large-cap US growth to lead higher. Positioning increasingly extreme with leverage involved creates dangerous combination given current valuations. | View | |
| 2023 Q4 | Nov 3, 2024 | WS Ruffer Total Return Fund | 0.0% | 0.0% | BABA, BP, NVDA, PFE, RHHBY | AI, Bonds, China, gold, inflation, liquidity, Multi-Asset, rates | AI-fuelled rally drove markets to new highs with Nvidia's earnings announcement causing a 16% single-day rally. The market jitters around a single company's earnings hints at an unstable trend that could surprise to the downside. | View | |
| 2025 Q3 | Oct 7, 2025 | Hertford Capital | -7.3% | 4.7% | AOF.DE, COM.MI, JST.DE, KSB3.DE, LSL.L, MAB1.L, MOL.MI, MONY.L, PFE, PLNW.PA, SFQ.DE, SINT.ST, WOSG.L | AI, Europe, small caps, software, tariffs, value | Manager views enterprise software holdings as leading players in harnessing AI opportunity within their verticals, with ability to integrate AI into existing platforms positioning them favorably for sustained value creation. Companies like ATOSS and Planisware are already offering multiple AI-powered services and agentic AI applications to customers. | AOF GR LSL LN MAB1 LN |
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| 2023 Q3 | Oct 31, 2023 | The London Company Income Equity | 10.4% | 14.6% | AAPL, CCI, CVX, NOC, NSC, PAYX, PFE, PGR, PM, TGT, TXN, VZ | defense, dividends, energy, large cap, Quality, technology, value | The Income Equity strategy focuses on higher overall dividend yield orientation and companies with attractive shareholder yields. The portfolio emphasizes dividend-paying companies as a significant component of expected total returns in the current environment. | View | |
| 2025 Q3 | Oct 28, 2025 | BlackRock Advantage Global Fund | 8.9% | 19.2% | 0700.HK, AAPL, AMZN, BAC, GOOGL, JPM, MS, MSFT, NVDA, PFE | AI, global, growth, large cap, momentum, semiconductors, technology | The fund maintained overweight allocations to communication services and semiconductors to capture artificial intelligence themes. AI-related positioning helped drive positive performance as style leadership reinforced investor belief in the AI theme, powering further positive performance in IT stocks. | MSFT |
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| 2022 Q3 | Oct 26, 2022 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | ABT, AIG, COP, DE, GOOG, NDAQ, PFE, SYK, VFC | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Titan Wealth | - | - | AAPL, ALB, AU, CRWD, GIVN.SW, GOOGL, HLN.L, HON, IBKR, IFF, JPM, LHX, MELI, MSFT, NFLX, NVDA, ORCL, PFE, SFM, SQM | AI, Asia, cybersecurity, defense, emerging markets, Global Equities, infrastructure, technology | AI continues to dominate headlines and balance sheets, driving productivity gains and entirely new business models. The sector has grown faster than expected, with AI-driven infrastructure stocks leading performance. Oracle announced a $300bn order from OpenAI for compute capacity, while Nvidia unveiled major collaborations worth $100bn. | View | |
| 2025 Q3 | Oct 16, 2025 | Contrarius Global Equity Fund | 30.9% | 45.0% | APLS, BEAM, CRSP, NTLA, PARA, PFE, TSLA, VRTX, WBD | AI, Biotechnology, contrarian, CRISPR, Gene Editing, Media, Tesla, value | The fund believes AI represents a transformative opportunity similar to the internet revolution. They see the market as potentially being in 1997 rather than 1995 of the AI adoption cycle, with real-world AI applications like autonomy and robotics having not yet started. The impact of AI is expected to dwarf that of the internet over time. | BEAM NTLA CRSP |
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| 2023 Q3 | Oct 16, 2023 | Smead Value Fund | 5.1% | 11.1% | AMGN, AXP, BAC, COP, DHI, LEN, MRK, NVR, OVV, OXY, PFE, PXD, SPG, TGT, UHAL, XOM | Bear Market, commodities, Financial Euphoria, Homebuilders, Millennials, oil, value | The fund sees a once-in-a-lifetime opportunity in oil and gas shares, believing they are in the early stages of a commodity super-cycle. Oil and gas stocks have dramatically underperformed the price of oil this year, creating an excellent short-term buying opportunity. The fund expects consolidation in the industry with 40% of existing companies potentially merging into larger entities within 10 years. | View | |
| 2025 Q4 | Jan 22, 2026 | Thornburg Equity 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 Q4 | Jan 22, 2024 | Biondo Investment Advisors | - | - | ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, INSM, IONS, ISRG, JNJ, LLY, MASI, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE | AI, Biotechnology, Diagnostics, GLP1, healthcare, Medical Devices, Pharmaceuticals | Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The fund holds 31.8% in biotechnology companies and sees multiple secular growth opportunities in genomics, genetic testing, and genetic medicine. | View | |
| 2024 Q3 | Sep 30, 2024 | L1 Capital International Fund | 4.7% | 0.0% | AAPL, AER, AMD, AMZN, BKNG, CRH, EXP, GOOGL, HCA, ICE, MA, META, MSFT, NVDA, PFE, PTON, TSLA, UNH, V, ZM | AI, large cap, Quality, rates, technology, US, value | The fund extensively analyzes Nvidia's dominance in AI infrastructure and the broader AI gold rush. While acknowledging AI's transformative potential, the manager expresses concern about Nvidia's $3.2 trillion valuation given high uncertainty around competition, commercialization timelines, and returns on AI investments. | View | |
| 2024 Q3 | Sep 30, 2024 | Hillman Value Fund | - | - | BMY, CPB, DD, DIS, IFF, NKE, PFE, T, USB, WBD | Communications, financials, healthcare, industrials, technology, value | The fund pursues investment in enterprises which they believe possess sustainable competitive advantages, coupled with adherence to fundamentally sound valuation discipline. The long-term pursuit of outperformance requires variability around the index, which necessarily includes periods of underperformance. | View | |
| 2023 Q3 | Sep 30, 2023 | Matrix Dividend Income | 0.0% | 0.0% | AAPL, AEP, AMGN, AMZN, BKNG, CMCSA, FDX, FI, GOOGL, JPM, LHX, META, MSFT, NEE, PFE, RTX, TXN, UL, UNH, ZBH | dividends, financials, large cap, rates, Utilities, value | The Dividend Income portfolio focuses on companies that pay regular dividends, with 17 companies announcing dividend increases in 2023 averaging 6.8%. The portfolio maintains a 3.35% dividend yield compared to 1.61% for the S&P 500, demonstrating the strategy's focus on generating strong and growing current income. | NEE HRTX |
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| 2023 Q3 | Sep 30, 2023 | Matrix Large Cap Value Strategy | 0.0% | 0.0% | AAPL, AEP, AMGN, AMZN, BKNG, CMCSA, FDX, FI, GOOGL, JPM, LHX, META, MSFT, NEE, PFE, RTX, TXN, UL, UNH, ZBH | dividends, Fed policy, inflation, large cap, rates, value | Interest rates rose sharply in Q3 with 10-year Treasury reaching 4.57%, highest since 2007. The Fed raised rates by 0.25% and signaled higher for longer policy. Matrix believes the Fed is nearing the end of its hiking cycle and expects rate cuts in 2024 as economic slowdown becomes evident. | NEE HRTX |
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| 2023 Q2 | Aug 8, 2023 | Matrix Dividend Income | 0.0% | 0.0% | AAPL, AMZN, CSCO, GD, GOOGL, KO, LHX, META, MSFT, PFE, PYPL, QCOM, SBUX, UNH | AI, dividends, financials, healthcare, large cap, rates, technology, value | AI enthusiasm has driven investor interest in technology stocks expected to benefit from artificial intelligence advances. The AI rally has boosted mega-cap technology stocks in the first half of 2023, though the manager expects the AI mania to subside and performance to broaden beyond these concentrated winners. | PFE AAPL|MSFT|NFLX|NVDA|UNH |
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| 2023 Q2 | Aug 8, 2023 | Matrix Large Cap Value Strategy | 0.0% | 0.0% | AAPL, AMZN, CSCO, GD, GOOGL, KO, LHX, META, MSFT, PFE, PYPL, QCOM, SBUX, UNH | dividends, Fed policy, financials, healthcare, insider buying, Market Rotation, technology, value | AI enthusiasm has driven investor interest in technology stocks expected to benefit from artificial intelligence advances. The AI rally has boosted mega-cap technology stocks significantly in 2023, though the manager expects this AI mania to eventually subside as the market broadens. | PFE AAPL|MSFT|NFLX|NVDA|UNH |
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| 2024 Q2 | Jul 30, 2024 | Schroders Value Perspective Global | 0.0% | 0.0% | 5991.T, 6995.T, 9404.T, BMY, LZB, MHK, PFE, SBH, SWK | Concentration, Cyclical, global, Japan, Midcaps, underperformance, Valuations, value | The fund maintains a concentrated value approach despite recent underperformance relative to growth stocks. The manager emphasizes that valuations matter over longer time horizons and believes the cheapest part of the market is meaningfully undervalued versus its long-term history. They expect value to outperform in the coming decade as market concentration reverses. | View | |
| 2023 Q2 | Jul 25, 2023 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | ABBV, AIG, AMZN, DIS, FERG, HCA, HUM, KMX, MSFT, PFE, TFC, TGT, TTWO, WY | AI, Banking, healthcare, large cap, rates, technology, value | The fund emphasizes value investing philosophy and approach, believing it is well-suited to an environment with higher rates and inflation where value stocks are positioned to produce abundant cash flows. The team focuses on achieving value-added results through active portfolio management. | ICLR|LLY|PLTR|SNPS|TGT FERG AMZN BRK/A|CSGP|KMX AIG |
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| 2024 Q2 | Jul 18, 2024 | Harding Loevner Global Small Companies | 7.8% | 4.1% | AAPL, ACN, AMZN, ATKR, BECG.DE, BWA, ENS, FIVE, GOOGL, IBM, KWS.L, LLY, MSFT, OLLI, PFE, PLUS, RHHBY, RMV.L, XPEL, YOUGV.L | AI, barriers to entry, competition, global, Quality, small caps, technology | Global small caps underperformed large caps due to fewer AI-related stocks in the segment. The portfolio focuses on high-quality small companies with competitive advantages in growing, profitable niches that can withstand competition from larger, well-funded competitors. | View | |
| 2023 Q2 | Jun 30, 2023 | ClearBridge Investments All Cap Growth | 0.0% | 0.0% | ABBV, ABNB, AES, CLH, CP, CVS, EQT, GILD, META, MRVL, ORCL, PFE, SQ, VMC | AI, financials, Recession, small caps, technology, value | Artificial intelligence furor and speculation that benefits will accrue to mega cap incumbents explains much of the tech rally. Time will tell whether AI aids mega cap tech or helps unseat them, but market indicators point to a harder road for their outperformance going forward. | CLH AIR FP|ICLR|LIN|MRVL|NOW|TSM |
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| 2023 Q2 | Jun 30, 2023 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, APO, AVGO, COF, DEO, DIS, MSFT, ORCL, PFE, PSA, SAP, SRE, UPS, VMC | AI, dividends, energy, financials, inflation, rates, technology, value | Managers acknowledge AI's transformative potential but express caution about the narrow market rally driven by AI enthusiasm. They note AI could displace workers and create economic disruption, with progress likely to be bumpy despite long-term potential. | COF PSA |
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| 2023 Q2 | Jun 30, 2023 | The Sound Shore Fund | 6.7% | 21.1% | AMAT, AVTR, CAG, CAH, LEN, OGN, ORCL, PFE | contrarian, Cyclical, healthcare, large cap, technology, value | Technology sector benefited from excitement around artificial intelligence potential, driving semiconductor demand. Oracle and Applied Materials are positioned to benefit from AI-driven cloud and infrastructure growth, with Oracle's AI efforts potentially doubling earnings over 5 years. | COGN3 BZ CAH GLEN AMAT ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO |
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| 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, AIG, AMZN, BAC, COF, DEO, GOOGL, JNJ, JPM, LIN, MET, META, MSFT, NVDA, ORCL, PFE, PNC, SAP, TSLA, UNH, USB | Banking, dividends, financials, interest rates, Quality, value | The strategy emphasizes high-quality dividend compounders as particularly well-suited for the current environment of potentially higher interest rates for longer. Healthy dividends provide cushion in volatile markets and can benefit from dividend growth to offset inflation and preserve purchasing power. | View | |
| 2023 Q4 | Mar 1, 2024 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, AMT, AVGO, AZN, BDX, CHK, CSCO, ENB, GILD, INTC, JPM, MSFT, PFE, PSA, SRE, WMB, XOM | AI, dividends, healthcare, inflation, Pipelines, rates, technology, Utilities | The strategy focuses on high-quality dividend growers as a core investment approach. Growing dividends are positioned as one of investors' few tools for combating inflation and rising interest rates, preserving and expanding purchasing power when dividends grow faster than inflation. | AZN GILD AAPL AAPL|MSFT|NFLX|NVDA|UNH |
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| 2023 Q4 | Jan 16, 2024 | Smead Value Fund | 5.1% | 11.1% | APA, AXP, BAC, COP, DHI, DVN, FITB, HD, JPM, LEN, MAC, MTB, NVR, OVV, OXY, PFE, SPG, TGT, UHAL, WAL | banks, consumer, energy, Homebuilders, inflation, value | Home builders were weighed down by rapidly rising mortgage rates and recessionary fears that reemerged fears of a 2008-like housing crisis. The fund focused on supply demand dynamics rather than emotional fears and was handsomely rewarded with strong performance from D.R. Horton, Lennar, and NVR. | View | |
| 2023 Q4 | Jan 14, 2024 | Madison Dividend Income Fund | 10.1% | 9.5% | APD, BLK, BMY, CMCSA, CME, EOG, FAST, HD, MDT, MS, NEE, PFE | dividends, healthcare, Quality, staples, underperformance, Utilities, value | Fund focuses on above-average dividend yield stocks using Relative Yield process, investing in stocks yielding 1.1x the S&P 500 dividend yield. Portfolio holdings raised dividends 7% over the past year with continued dividend increases expected going forward. | View | |
| 2023 Q4 | Jan 2, 2024 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | AAPL, AIG, ALL, AMZN, BAC, BDX, BWA, CARR, CVX, GOOGL, HON, KKR, META, MSFT, NVDA, PFE, TGT, TSLA, UNP | energy, financials, large cap, Quality, rates, technology, value | The fund focuses on finding good companies with solid fundamentals trading at attractive discounts to intrinsic value estimates. They emphasize their rigorous, bottom-up approach to identifying compelling investing opportunities despite market uncertainty. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Matrix Dividend Income | Pfizer Inc. | Health Care | Pharmaceuticals | Bull | NYSE | dividend yield, earnings growth, healthcare, pharmaceuticals, Post-COVID Transition, vaccines, Value | View Pitch |
| Apr 28, 2026 | Fund Letters | Matrix Large Cap Value Strategy | Pfizer Inc. | Health Care | Pharmaceuticals | Bull | NYSE | cardiovascular, dividend yield, infectious diseases, pharmaceuticals, Post-COVID Transition, Vaccine Portfolio, Value | View Pitch |
| 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 |
|---|---|---|---|---|---|---|---|---|
| David Hoeft | Dodge & Cox | $185.3B | $2.3M | 0.00% | 90,364 | -2,650 | -2.85% | 0.0014% |
| Robert Bruce | Bruce & Co. | $322.5M | $6.8M | 2.10% | 271,900 | +0 | +0.00% | 0.0043% |
| Mark A. Hillman | Hillman Value Fund | $158.9M | $4.4M | 2.75% | 175,304 | -41,248 | -19.05% | 0.0028% |
| Irving Kahn | Kahn Brothers | $560.9M | $13.8M | 2.44% | 553,950 | -153,194 | -21.66% | 0.0089% |
| Sarah Ketterer | Causeway Capital Management LLC | $7.3B | $52.1M | 0.72% | 2,091,719 | +19,672 | +0.95% | 0.0335% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $32.4M | 0.06% | 1,301,716 | -1,668,300 | -73.09% | 0.0208% |
| Steven Halverson | Private Capital Management | $1.0B | $2.2M | 0.21% | 89,909 | -13,891 | -13.38% | 0.0014% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $82.3M | 0.09% | 3,305,692 | +316,700 | +26.36% | 0.0529% |
| Richard Pzena | Pzena Investment Management | $33.4B | $162.5M | 0.49% | 6,526,800 | -88,798 | -1.34% | 0.1044% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $212.8M | 0.28% | 8,544,892 | -430,600 | -22.07% | 0.1366% |
| Israel Englander | Millennium Management LLC | $233.2B | $28.3M | 0.01% | 1,135,200 | -508,900 | -30.95% | 0.0182% |
| Stephen Selver | Bramshill Investments | $1.8B | $712,812 | 0.04% | 28,627 | +28,627 | +100.00% | 0.0005% |
| Jeremy Grantham | GMO LLC | $39.1B | $59.2M | 0.15% | 2,378,969 | -42,293 | -1.75% | 0.0380% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $1.2M | 0.00% | 49,399 | -1,471 | -2.89% | 0.0008% |
| Murray Stahl | Horizon Kinetics | $7.4B | $1.7M | 0.02% | 67,671 | -3,155 | -4.45% | 0.0011% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $51.5M | 0.08% | 2,068,108 | +1,992,180 | +2623.78% | 0.0331% |
| Cliff Asness | AQR Capital Management | $190.6B | $244.5M | 0.13% | 9,819,833 | +314,218 | +3.31% | 0.1570% |
| Oliver Murray | Brandes Investment | $13.1B | $214.9M | 1.64% | 8,629,182 | +216,411 | +2.57% | 0.1380% |
| Bruce Kovner | Caxton Associates | $3.2B | $1.6M | 0.05% | 60,414 | -16,211 | -21.16% | 0.0010% |
| Mario Gabelli | GAMCO Investors | $10.4B | $14.5M | 0.14% | 580,331 | +17,027 | +3.02% | 0.0093% |
| Louis Bacon | Moore Capital Management | $6.8B | $12.5M | 0.18% | 500,000 | +500,000 | +100.00% | 0.0080% |
| Michael Burry | Scion Asset Management | $1.4B | $152.9M | 11.07% | 6,000,000 | +6,000,000 | +100.00% | 0.0982% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $313,228 | 0.04% | 12,361 | -992 | -7.43% | 0.0002% |
| Rich Handler | Jefferies | $19.3B | $30.6M | 0.16% | 1,230,281 | +837,581 | +213.29% | 0.0197% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $207,846 | 0.00% | 8,347 | -28 | -0.33% | 0.0001% |