| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 25, 2025 | Pzena Global Small Cap Focused Value Strategy | 7.6% | 2.9% | AAP, AKE.PA, DAN, HEL, HUN, JELD, LITE, RHI, TFX, TYDSF, VREX | Cyclical, global, small caps, tariffs, value, volatility | Portfolio positioned towards economically sensitive and cyclical names with attractive valuations. Manager emphasizes value opportunities created by market volatility and macro uncertainty affecting small cap stocks. | NOKBF RHI TFX ARKM.PA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||