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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | AEI, ARIS, ATI, BOOT, BRBR, CLBT, MMSI, SHAK, VNOM, WWD | earnings growth, Recovery, selectivity, small caps, volatility | The commentary emphasizes small-cap recovery potential supported by improving earnings visibility. Management highlights selectivity amid policy and rate uncertainty. Small-cap growth is viewed as attractive for long-term investors. | MMSI BRBR CLBT VNOM ARIS BOOT AVAV ATI WWD SHAK |
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| 2024 Q1 | May 10, 2024 | Choice Equities Capital Management | -1.8% | 5.5% | CROX, HEES, PAR, SHAK, URI | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | AAON, ANF, ARIS, FLYW, PCVX, PTGX, RBA, SHAK, SWTX | - | View | ||
| 2023 Q3 | Oct 31, 2023 | Choice Equities Capital Management | -1.8% | 5.5% | CROX, MGNI, SHAK | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BRBR, LNTH, MMSI, MNDY, PI, POWL, PRM, RMBS, SHAK, ZWS | AI, cyclicals, energy, industrials, small caps | The fund outperformed amid small-cap strength and AI-related industrial demand. Top contributors included Rambus and Impinj, both benefiting from hyperscaler and RFID adoption. Managers expect AI and data center capex to sustain industrial growth, while cyclical tailwinds in energy and reshoring enhance long-term fundamentals. | ZWS PRM PI RMBS |
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| 2025 Q3 | Oct 20, 2025 | Wasatch Small Cap Growth Strategy | -3.7% | - | BRBR, FN, INSP, MEDP, NVM, SHAK | Artificial Intelligence, Growth Investing, healthcare, semiconductors, small caps | The fund underperformed as small-cap volatility and speculative AI stocks distorted relative performance. Managers emphasize high-quality, long-duration growth companies like Medpace and Nova that benefit from structural healthcare and semiconductor trends. They remain confident in small-cap fundamentals and expect normalization as low-quality rallies fade. | View | |
| 2025 Q3 | Oct 14, 2025 | Madison Small Cap Fund | -1.6% | -6.6% | CIEN, CRL, CSL, EXP, GMS, HXL, SAIA, SHAK, SMPL | aerospace, Artificial Intelligence, Construction, industrials, small caps | The fund underperformed amid speculative excess and AI-driven momentum but reaffirms its focus on quality small caps. It highlights opportunities in industrial and aerospace companies like Hexcel and Eagle Materials, citing cyclical recovery potential. The managers reject AI hype as overblown and maintain discipline on valuation and fundamentals. | CRL EXP HXL |
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| 2023 Q3 | Sep 30, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | EEFT, FIVE, HQY, INSP, OLLI, SHAK, SILK, YETI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Eric Mintz | Shake Shack Inc. | Consumer Discretionary | Restaurants | Bull | NYSE | Brand, expansion, Margins, Restaurants, traffic | 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. | ||||||||