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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | VH Standard Asset Management | 8.1% | 7.1% | BASE, BERY, BPMC, BRDG, COOP, DFS, ESGR, GMS, GTLS, HES, JNPR, JWN, LFCR, RDFN, SGOV, SPTN, STR, SWTX, TURN, X | Antitrust, Cash, Deregulation, M&A, Merger Arbitrage, Regulatory | The manager notes a significant pickup in M&A activity within the biotech-pharma-healthcare industry recently, which has provided deal flow for the portfolio. Johnson & Johnson's $15 billion acquisition of Intra-Cellular received no regulatory scrutiny, exemplifying the more permissive environment. | View | |
| 2025 Q1 | May 17, 2025 | VH Standard Asset Management | - | - | ALTM, ALTR, APO, AZPN, BECN, BRDG, COF, DFS, DNB, EDR, ESGR, HCP, HEES, HHH, HRI, JNPR, JWN, K, PDCO, PLYA, RDFN, RDUS, SWTX, TURN, WBA | Capital markets, M&A, Merger Arbitrage, risk management, volatility | The manager expects M&A activity to pick up significantly, leading to increased overbids and excess returns. Current environment shows minimal overbids, quiet go-shops, and subdued optimism, but historical patterns suggest this will revert to more competitive conditions similar to the 1980s merger boom. | View | |
| 2025 Q1 | Mar 31, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | AAON, ANF, ARIS, FLYW, ITCI, PCVX, PTGX, RBA, SHAK, SWTX | AI, Biotechnology, energy, growth, healthcare, small caps, technology, Trade Policy | Healthcare remains the largest sector in the US at $5 trillion, growing 5% annually driven by aging population and chronic conditions. Recent M&A activity has picked up in pharmaceuticals and medical devices as companies seek portfolio expansion. The sector is generally more favorably priced than most sectors despite recent underperformance. | ANF AAON SHAK PCVX FLY SWTX PTGX RBA ARIS ITCI |
View |
| 2025 Q1 | Mar 31, 2025 | AMG GW&K Small Cap Core Fund | -7.3% | -7.3% | ADC, ARQT, BWIN, CBZ, CHX, COCO, FLYW, FNA, GBCI, GMED, HALO, HLI, HMN, ICFI, INSM, INTA, ITCI, LOPE, MGY, MTSI, NWE, PAR, PATK, PPBI, PRIM, RBC, SKY, SPXC, STAG, STRL, SWTX, TNDM, UMBF, UTZ | AI, Biotechnology, energy, financials, Quality, small caps, Trade Policy | The fund discusses navigating uncertainty from tariff announcements and trade policy changes by the current U.S. Administration. The manager analyzes potential impacts on manufacturing, consumers, and trading partners, while monitoring for signs of policy moderation or negotiation. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Carillon Eagle Small Cap Growth Fund | SpringWorks Therapeutics | Health Care | Biotechnology | Bull | NASDAQ | acquisition target, biotechnology, Cancer, Commercial Stage, M&A, Precision-medicine, rare diseases | View Pitch |
| Jan 8, 2026 | Fund Letters | Mario J. Gabelli | SpringWorks Therapeutics, Inc. | Health Care | Biotechnology | Bull | NASDAQ | acquisition, Approval, arbitrage, Biotech, cashflow, Oncology, pipeline, Spread | 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. | ||||||||