| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 24, 2025 | Pzena Global Small Cap Focused Value strategy | 10.7% | 13.9% | 1910 HK, AAP, HAS LN, OEC, RCO FP, REZI | consumer, cyclicals, small caps, tariffs, value | Pzenas global small-cap portfolio outperformed its benchmark, led by Resideo, Advance Auto Parts, and Steelcase. The fund added positions in Samsonite, Rémy Cointreau, and Sensata, emphasizing undervalued cyclical and consumer franchises resilient to tariff pressures. Management sees opportunities in economically sensitive sectors with discounted valuations. | SNSA 1910 HK CNXN ORION HAS SCS AAP RESI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||