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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Signia Capital Management | 22.4% | 30.8% | POWL, SEI, TGB | catalysts, Inefficiency, SmallCap, valuation, value | The letter focuses on inefficiencies in small and micro-cap equities, where limited coverage and liquidity constraints create persistent mispricing. Company-specific catalysts, balance sheet strength, and secular tailwinds such as energy transition metals underpin outsized return potential. Value investing is framed as a repeatable, process-driven strategy rooted in fundamentals and disciplined execution. | View | |
| 2024 Q1 | Apr 26, 2024 | Fawkes Capital Management | 12.0% | 12.0% | AGX, ARQ, HPS/A CN, KMI, POWL | - | View | ||
| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. Small Company Growth | 21.1% | 27.1% | BE, CRS, JOBY, ODD, POWL, TMDX | aerospace, AI Infrastructure, Electrification, energy, innovation | The funds performance was driven by companies benefiting from rapid innovation cycles in clean energy, electrification, AI infrastructure, and next-generation aerospace. Strong contributors included Bloom Energy, Joby Aviation, and Powell Industries, all tied to structural growth in power demand and advanced industrial technologies. The manager emphasizes innovation as the primary long-term driver over macro factors such as rate cycles. | SOFI BE GOOGL TSLA |
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| 2025 Q3 | Oct 24, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BRBR, LNTH, MMSI, MNDY, PI, POWL, PRM, RMBS, SHAK, ZWS | AI, cyclicals, energy, industrials, small caps | The fund outperformed amid small-cap strength and AI-related industrial demand. Top contributors included Rambus and Impinj, both benefiting from hyperscaler and RFID adoption. Managers expect AI and data center capex to sustain industrial growth, while cyclical tailwinds in energy and reshoring enhance long-term fundamentals. | ZWS PRM PI RMBS |
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| 2023 Q3 | Oct 20, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | LUNA, NR, POWL, TGLS | - | View | ||
| 2024 Q3 | Oct 16, 2024 | Wedgewood Partners | 5.8% | 22.4% | AAPL, CDW, CPRT, EW, GOOG, META, MSFT, MSI, POWL, PYPL, UNH | - | View | ||
| 2023 Q2 | Jul 19, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BOWL, ETWO, EXP, ITI, LUNA, NR, POWL, WEAV, YOU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 29, 2025 | Seeking Alpha | Seeking Alpha | Powell Industries, Inc. | Electrical Equipment & Parts | Neutral | electrical equipment, Fourth Industrial Revolution, Gross profit increase, Hold rating, Industry 4.0, International Growth, Powell Industries, valuation concerns | View Pitch | ||
| Aug 8, 2025 | Seeking Alpha | Gytis Zizys | Powell Industries | Industrials | Electrical Equipment & Parts | Bull | NASDAQ | — | 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. | ||||||||