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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 2, 2024 | VH Standard Asset Management | - | -3.5% | AMED, AMK, AMZN, CERE, CPRI, FREE, HCP, HES, HIBB, INTC, IRBT, JBLU, JNPR, MXL, SAVE, SIMO, SQNS, TSEM, VMW, VZIO | capital preservation, diversification, healthcare, Merger Arbitrage, risk management, technology | The fund has significant exposure to healthcare merger arbitrage opportunities, representing 27% of the portfolio. Recent completed transactions include SGEN (Seagen) acquired by Pfizer, which generated a 0.96% gain for the fund. | View | |
| 2025 Q2 | Aug 11, 2025 | BlackRock Global Dividend Fund | 8.4% | 9.1% | AVGO, AZN, CMS, KO, META, MSFT, NVDA, ORCL, RELX, TSM, UNH, VMW, WMT | dividends, global, healthcare, Quality, technology, Utilities, volatility | Strong AI semiconductor demand drove performance for holdings like Broadcom and Taiwan Semiconductor. Oracle benefited from robust cloud and database growth with a landmark multi-cloud deal projected to generate $30 billion annually. The fund avoided Nvidia despite AI-driven rallies due to valuation concerns. | View | |
| 2024 Q2 | Jul 10, 2024 | Generation Investment Management Global Equity | - | - | AMAT, AMZN, AVGO, BDX, CCC, GOOGL, MSFT, NTNX, NVDA, TWLO, VMW, VWS.CO | AI, Cloud, Data centers, energy, Esg, sustainability, technology | Discusses the power demands of Generative AI and its impact on data centers. Notes that AI requires significant electricity for training and inference, with cloud companies investing heavily in AI hardware. Examines sustainability implications of AI's energy consumption. | NTNX |
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| 2024 Q1 | Feb 4, 2024 | TPG Angelo Gordon | - | - | AMGN, ATVI, AVGO, BLK, HZNP, ICE, MSFT, PFE, SGEN, VMW | Clos, CMBS, credit, high yield, interest rates, Leveraged Loans, private credit, real estate | Default rates for leveraged loans increased to 3.15% in the U.S. as of Q4, with J.P. Morgan forecasting a rise to 3.25% in 2024. High yield default activity totaled $83.7 billion in 2023, a 75% increase from 2022. Interest coverage ratios for borrowers continue to reflect the impact of rising interest rates and are expected to continue eroding. | View | |
| 2024 Q3 | Oct 31, 2024 | Rewey Asset Management | 9.8% | 18.5% | AAPL, AMZN, GOOG, INTT, KD, LWAY, META, MSFT, NVDA, ORCL, SAP, TSLA, VMW | active management, rates, small caps, technology, value | Manager believes small and smid-cap value stocks are experiencing a rotation driven by Fed rate cuts and investor neglect. The Russell 2500 Value outperformed the S&P 500 in Q3, and the manager sees this as the beginning of a broader trend supported by undervaluation, Fed rate cuts, and soft economic landing expectations. | KD INTT LWAY |
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| 2024 Q2 | Jun 30, 2024 | Mar Vista Focus Fund | 3.4% | 0.0% | AAPL, ADBE, AMZN, AVGO, CRM, DIS, GOOGL, MCHP, META, MSFT, NKE, NVDA, VMW | AI, Concentration, growth, large cap, semiconductors, software, technology | AI enthusiasm has driven approximately 60% of market gains year-to-date, with six megacap firms benefiting significantly. The manager believes AI will have transformative long-term effects but notes the market is pricing in immediacy while benefits will accrue gradually. AI advancements are already showing promising results in enhancing consumer engagement and improving advertiser performance. | META AVGO CRM DIS NKE MSFT GOOGL AAPL |
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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. | ||||||||