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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | Invesco Small Cap Value Fund | 6.5% | 0.2% | BECN, CAKE, COHR, GLOB, IART, LITE, LIVN, NRG, QDEL, TKR | Balance Sheets, cash flow, Mean reversion, small caps, valuation | The letter emphasizes historically wide valuation discounts in small-cap equities relative to large caps, driven by years of underperformance and risk aversion. Management argues that balance sheet strength, cash flow durability, and normalized earnings power provide downside protection. The fund positions value as a cyclical opportunity as economic uncertainty stabilizes and market breadth improves. | View | |
| 2025 Q2 | Aug 2, 2025 | Meridian Contrarian Fund | 16.4% | - | BWXT, CCO CN, NVTS, PACK, QDEL, SG | contrarian, fundamentals, mispricing, Recovery, Sentiment | The commentary highlights contrarian opportunities created by extreme pessimism and market overreactions. Management targets misunderstood companies where fundamentals are stabilizing despite negative sentiment. Long-term gains are expected as perceptions improve and earnings recover. | QDEL PACK SG NVTS BWXT CCO CN |
View |
| 2025 Q1 | Apr 30, 2025 | Invesco Small Cap Value Fund | -14.6% | -14.6% | QDEL | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ATNI, AZEK, CPLP, ITRI, MODV, PWSC, QDEL, SP | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Meridian Contrarian Fund | 6.9% | 0.0% | BEPC, NVTS, QDEL, SG, SGH, THC | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Meridian Growth Fund | 6.8% | 0.0% | ACVA, IRDM, QDEL, RBRI, SHC, TRMB | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | BYRN, CCSI, FORR, NGNE, QDEL, SG | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Invesco Small Cap Value Fund | 6.5% | 19.5% | ATGE, BECN, COHR, HSIC, LITE, MXL, NFE, QDEL, RMBS, SPB, WAL | - | View | ||
| 2022 Q3 | Sep 30, 2022 | Alger Small Cap Focus Fund | 6.4% | 5.9% | HSKA, MRCY, NTRA, QDEL, RBC, SWAV | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | James England | QuidelOrtho Corp. | Health Care | Diagnostics | Bull | NASDAQ | diagnostics, healthcare, recovery, Recurringrevenue, synergies | View Pitch |
| Oct 21, 2025 | Value Investors Club | Novana | QuidelOrtho Corp. | Health Care | Health Care Supplies | Bull | NASDAQ | deleveraging, diagnostics, FCF inflection, Immunoassay, IVD, rerating | 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. | ||||||||