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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | The Olstein Strategic Opportunities Fund | - | - | ABM, BLBD, CENT, DIN, GTES, IVZ, SHYF, ST, VNT, VSH | consumer, industrials, small caps, technology, value | The fund focuses on companies selling at discounts to their intrinsic value based on their normalized ability to produce free cash flow. Market volatility enabled filling the portfolio with companies that had outstanding liquidity but were affected by short-term problems. | View | |
| 2026 Q2 | Aug 11, 2026 | FPA Queens Road Small Cap Value Fund | 19.8% | 27.0% | ARW, CNXC, FN, GPK, IDCC, JBTM, LFUS, NTB, PLUS, QRVO, RLI, SFM, SNX, SYNA, UGI, UPBD, UTL, VNT, VSH | Data centers, Distribution, financials, semiconductors, small caps, technology, Utilities, value | View | ||
| 2026 Q2 | Jul 21, 2026 | The London Company Small Cap | 12.6% | 10.4% | CCCS, CTS, LSTR, MATX, MGRC, MUSA, QLYS, VNT, WTM | AI, cybersecurity, Quality, rates, semiconductors, small caps, Valuations, value | MGRC MUSA MATX CCC VNT WTM LSTR CTS QLYS |
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| 2026 Q2 | Jul 17, 2026 | American Century Small Cap Value Fund | 15.6% | - | ACLS, CRGY, EVC, KLIC, NOG, TKR, TMHC, VNT, VRRM | AI, energy, financials, industrials, Regional Banks, semiconductors, small caps, value | View | ||
| 2026 Q2 | Jul 16, 2026 | Rewey Asset Management | 20.1% | 31.2% | CCRN, OFIX, UCTT, VNT, WBS | Capital markets, defense, industrials, Regional Banks, semiconductors, Small Cap Rotation, SMID Cap, value | VNT OFIX UCTT |
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| 2024 Q1 | May 13, 2024 | The London Company Small Cap | 7.0% | 8.9% | AWI, CABO, CERT, DOOR, MATX, MBUU, QLYS, TPX, VNT | AI, industrials, Quality, rates, small caps, technology, value | The portfolio's Quality orientation continued to stand out in the small cap space where earnings weakness was more pervasive. Strong balance sheets of portfolio companies, many with net cash, remained a significant advantage in the high rate environment. The manager seeks profitable, financially stable companies that consistently generate free cash flow and high returns on unleveraged operating capital. | CERT QLYS CABO AWI VNT |
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| 2023 Q4 | Feb 8, 2024 | The Olstein Strategic Opportunities Fund | - | - | AAPL, AMZN, CFG, CWK, FA, FITB, GHM, GNRC, GOOGL, HRL, INTC, KTB, LKQ, LUV, META, MSFT, NVDA, RTX, SHYF, TPG, TSLA, USB, VNT, VSH, WRK, ZBH | financials, free cash flow, industrials, Magnificent Seven, undervalued, value | Manager believes market leaders are about to change from high-growth Magnificent Seven stocks to undervalued companies selling at large discounts to intrinsic value. Focus on companies with strong fundamentals trading below normalized free cash flow calculations. | HRTX |
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| 2022 Q3 | Oct 25, 2022 | Madison Mid Cap Fund | 7.2% | 12.4% | MCHP, MKSI, ROST, VNT | - | View | ||
| 2024 Q3 | Oct 2, 2024 | The London Company Small Cap | 7.0% | 8.9% | ACIW, CERT, INVX, PLUS, RVLV, VNT, WTM | Balance Sheet, Quality, rates, real estate, small caps, technology, value | The fund focuses on balance sheet strength and quality companies, which became a temporary headwind during Q3 as lower-quality, highly leveraged companies rallied most from rate relief. The manager emphasizes profitable, financially stable companies that generate free cash flow and high returns on capital. | CERT VNT WTM PLUS ACIW RVLV |
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| 2023 Q1 | Apr 20, 2023 | The London Company Small Cap | 7.0% | 8.9% | AQUA, ENOV, IAA, LIVN, MUSA, PAG, RBA, TPX, VNT, WTM, XYL | Banking, healthcare, Quality, small caps, technology, value | The manager emphasizes their focus on durable profitability, strong free cash flow and balance sheet flexibility as key advantages in a higher cost of capital environment. They believe the quality of their portfolios provides a tangible advantage in an unpredictable world with greater economic volatility. | ENOV AER|AWI|MUSA|NEU|SAIA|WTM AER|AWI|MUSA|NEU|SAIA|WTM LIVN TPX AVNT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | Fund Letters | The London Company Small Cap | Vontier Corp | Scientific & Technical Instruments | Industrial Machinery | Bull | New York Stock Exchange | consolidation, Convenience retail, Digitalization, Fuel Dispensing, Industrial technology, margin expansion, Modernization | View Pitch |
| Jul 17, 2026 | Fund Letters | Rewey Asset Management | Vontier Corp. | Scientific & Technical Instruments | Industrial Machinery | Bull | New York Stock Exchange | Automotive Tools, Danaher Business System, EV charging, Free Cash Flow, Fueling Equipment, Industrial technology, margin expansion, Payment systems, Share Buybacks, spin-off, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | The London Company Small Cap | Vontier Corporation | Industrials | Industrial Machinery | Bull | NYSE | cost optimization, Equity, Industrial technology, industry consolidation, Mobility Infrastructure, portfolio transformation, Technology Modernization | View Pitch |
| Apr 13, 2026 | Fund Letters | The London Company Small Cap | Vontier Corporation | Industrials | Industrial Machinery | Bull | NYSE | Convenience Store, Cyclical, industrial machinery, Mobility Infrastructure, operational efficiency, portfolio transformation, Repair Solutions | 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. | ||||||||