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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 18, 2026 | Argosy Investors | - | - | ALNT, CDW, CELH, COF, DAVA, DFH, FMX, FND, FSV, GDDY, HOV, KOF, POOL, TOITF, W | AI, Financial Services, Homebuilders, M&A, software, technology, value | POOL COF FND CDW FSV TOITF |
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| 2024 Q4 | Mar 11, 2025 | Argosy Investors | - | - | ALNT, CDW, CSWI, DAVA, MSFT, NVDA, TOITF | AI, Buybacks, Data centers, small caps, technology, Utilities, value | Manager discusses cooling enthusiasm around AI following DeepSeek release and draws parallels to late 1990s telecom buildout. Notes AI's potential to reduce coding and marketing labor, which could impact companies like Endava. | CDW ALNT |
View |
| 2022 Q4 | Jan 30, 2023 | Andvari Associates | 0.0% | 20.3% | ADBE, CPRT, CSGP, CSU, DBGI, MA, MLAB, SPGI, TOITF, TYL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 24, 2026 | Fund Letters | Argosy Investors | Topicus.com Inc. | Software - Infrastructure | Systems Software | Bull | Toronto Stock Exchange | acquisition strategy, Constellation Software Spinoff, European, M&A, Software, technology, vertical market software | 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. | ||||||||