Canada, Cash, Defensive, Europe, free cash flow, small caps, value
Manager focuses on undervalued companies with low expectations and attractive valuations. Seeks good businesses with low valuations where market expectations are modest, believing these provide better risk-adjusted returns than growth stocks.
brands, consumer, M&A, small caps, Tools, turnaround, value
Manager focuses on undervalued companies trading below intrinsic value, particularly small and underfollowed companies where significant changes create pricing inefficiencies. FILA trades at only 3.2x core EBITDA when assigning reasonable valuation to DOMS subsidiary. QEP trades at 4.5x EV/EBIT despite improved operations after divestitures.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
