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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | AES, AGO, AGRO, AM, BCC, BCE, BK, CAG, CAH, CHRD, CNP, CSCO, D, DCP, EME, EMN, ENB, ENLC, EPD, ETD, EVR, EXR, FFBC, FULT, GS, HCA, JHG, JNJ, JPM, KEY, KFY, KNF, LBRT, LNG, LYB, MATX, MDU, MED, MEI, MPC, MSFT, MSM, NGG, NSP, NVDA, OMAB, OMF, POR, PPL, PSX, QCRH, RRC, RY, SBAC, SLP, SO, SUN, UGI, UHT, VLO, VST, WINA, WMB | dividends, energy, income, technology, Utilities, value, volatility | The letter extensively analyzes dividend-paying tech stocks versus non-payers, finding high-dividend tech stocks outperformed when excluding the internet bubble period. Miller/Howard focuses on companies with strong dividend coverage and growth potential, with their Income-Equity strategies yielding 3.5-3.7% and positioned for dividend growth throughout market cycles. | View |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Carlo Cannell | Cannell Capital | $204.1M | $666,936 | 0.32% | 1,647 | +0 | +0.00% | 0.0424% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $433,691 | 0.00% | 1,071 | -2,503 | -70.03% | 0.0276% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $1.2M | 0.00% | 2,922 | +2,922 | +100.00% | 0.0752% |
| Lee Ainslie | Maverick Capital | $9.3B | $2.8M | 0.03% | 6,935 | -3,828 | -35.57% | 0.1785% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $3.2M | 0.00% | 7,891 | +4,329 | +121.53% | 0.2031% |
| Israel Englander | Millennium Management LLC | $233.2B | $389,552 | 0.00% | 962 | -14,587 | -93.81% | 0.0248% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $615,509 | 0.00% | 1,520 | +720 | +90.00% | 0.0391% |
| Cliff Asness | AQR Capital Management | $190.6B | $4.9M | 0.00% | 12,185 | +4,445 | +57.43% | 0.3137% |
| Bruce Kovner | Caxton Associates | $3.2B | $881,263 | 0.03% | 2,242 | +2,242 | +100.00% | 0.0560% |
| Rich Handler | Jefferies | $19.3B | $211,379 | 0.00% | 522 | +522 | +100.00% | 0.0134% |