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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | Palm Valley Capital Management | 0.8% | 1.4% | CHRD, CRI, HCSG, KELYA, MAN, PSLV, PZZA, RES | capital preservation, Cash, optionality, risk management, volatility | The letter frames volatility as a structural feature of modern markets driven by leverage, algorithmic trading, and rapid sentiment shifts. Management positions the portfolio defensively with elevated cash and selectively deploys capital during periods of market stress. The strategy seeks to protect capital first while preserving optionality for future dislocations. | PSLV PZZA RES CHRD HCSG |
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| 2025 Q1 | Mar 31, 2025 | Brandes Small Cap Value Fund | -6.5% | -6.5% | ERJ, LNSR, ORN, PZZA | - | View | ||
| 2025 Q4 | Feb 18, 2026 | Jackson Peak Capital | 14.0% | 0.0% | CFLT, CORZ, GTLB, PZZA, QQQ, SATS | Event-Driven, Exposure Management, Long/Short, M&A, technology, valuation | AI infrastructure spending commitments faced scrutiny in late Q4 as investors questioned feasibility and ROI demonstration capabilities. The tech sector peaked on AI infrastructure announcements before reversing as sentiment shifted regarding over-extrapolated promotional claims. Event-driven M&A activity was a key performance driver, with Confluent's acquisition by IBM validating the manager's thesis published in August. The strategy focuses on identifying attractive acquisition candidates in the technology sector. | SATS |
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| 2025 Q4 | Jan 23, 2026 | Brandes Small Cap Value Fund | 5.9% | 23.4% | ALKS, AOBC, ARLO, AVDL, CENT, DIIBF, ELAN, EPC, GHM, GIL, GRFS, HURC, HXL, IMKTA, INVX, KMT, MOG.A, NTGR, ORN, PKE, PZZA, RGP, SEE, UTMD | healthcare, industrials, Outperformance, positioning, small caps, value | The fund focuses on small-cap value investing, seeking companies with strong balance sheets, compelling growth prospects, and durable free cash flow generation. The fund exhibits lower valuations than the Russell 2000 Index while maintaining exposure to undervalued opportunities. Management expresses optimism about the potential of value stocks in general. The fund specifically targets small-cap companies, maintaining significant overweight positions in industrials while underweighting financials and real estate compared to benchmarks. The portfolio is positioned as an attractive complement to other small-cap offerings with differentiated exposure and risk characteristics. | CENT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Jayme Wiggins | Papa John's International, Inc. | Consumer Discretionary | Restaurants | Bull | NASDAQ | Consumers, Franchising, growth, Restaurants, turnaround | 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. | ||||||||