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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 | The London Company SMID Cap | 0.8% | -6.6% | ACIW, AWI, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | Artificial Intelligence, fundamentals, interest rates, Mid Caps, Quality | The fund lagged its benchmark due to underperformance of high-quality holdings during a high-beta rally driven by AI enthusiasm and rate cuts. Management emphasized patience with quality-focused, cash-generative companies that historically regain leadership when speculation subsides. The team continues to avoid speculative growth, favoring resilient mid-cap franchises positioned for normalized rate environments. | DECK ACIW JKHY CWST WAT NEU SGI AWI DECK ACIW JKHY CWST WAT NEU SGI AWI |
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| 2025 Q3 | Oct 28, 2025 | The London Company Small-Mid Cap | 0.8% | -6.6% | ACIW, AWI, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | Artificial Intelligence, fundamentals, interest rates, Quality, volatility | The portfolio trailed as high-beta, speculative stocks rallied on Fed easing and AI optimism, while quality-focused names lagged. Managers noted the markets shift toward volatility and speculation, which they expect to reverse as fundamentals reassert leadership. The team continues emphasizing resilient companies with strong cash flow and durable moats as valuations stretch and rate cuts support selective opportunities. | View | |
| 2025 Q1 | Apr 4, 2025 | Palm Valley Capital Management | 0.6% | 0.6% | FLO, FORR, HTLD, KELYA, MNRO, PHYS, PSLV, REYN, RGP, TBI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 13, 2025 | Seeking Alpha | Daniel Jones | Reynolds Consumer Products | Materials | Packaging & Containers | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Brewvestor Insights | Reynolds Consumer Products | Materials | Packaging & Containers | Neutral | 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. | ||||||||