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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 4, 2025 | Thornburg Small/Mid Cap Core Fund | 2.4% | 0.1% | AIT, ATGE, BJ, CLH, COHR, CWST, ITT, LPLA, PNFP, PSTG, SMPL, STKL, SXT, TLN, VRT, WAL | AI, Defensive, industrials, Quality, rates, small caps, technology, valuation | The fund maintained a constructive outlook on small and mid-cap equities, citing wide valuation discounts versus large caps and improving market breadth. Managers pursued a barbell approach balancing cyclicals and defensives, emphasizing quality and strong balance sheets to manage volatility amid Fed easing and election uncertainty. Industrials and technology were key drivers, supported by AI-related and infrastructure demand. | View | |
| 2025 Q3 | Oct 24, 2025 | Pzena Global Small Cap Focused Value Strategy | 10.7% | 13.9% | 1910.HK, AAP, HNI, RCO.PA, REZI, SCS, SNV, SPB, SXT, TFX, TYRES.HE, UMI.BR | Cyclical, global, Outperformance, 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 |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 21, 2025 | Value Investors Club | investor8888 | Sensient Technologies Corp. | Materials | Specialty Chemicals | Bull | NYSE | flavors and extracts, M&A potential, Natural food coloring, specialty chemicals, Synthetic dye replacement, underfollowed U.S. midcap | View Pitch |
| Oct 3, 2025 | Value Investors Club | investor8888 | Sensient Technologies | Materials | Specialty Chemicals | — | NYSE | natural colors, food ingredients, synthetic dye ban, RFK Jr., Red Dye 3, secular growth, flavors, consolidation, M&A optionality | 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. | ||||||||