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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Brandes Small Cap Value Fund | 5.8% | 24.8% | AOUT, ARLO, BSCAX, BSCMX, BSCRX, CAE, DII, ELAN, EPC, ERJ, EXE, FSTR, GHM, HBI, HXL, IMKTA, INVX, KMT, LNSR, MOG.A, MTX, NPK, NTGR, ORION, PAHC, PKE, RBBN, SMG, TKR, UTMD, WKC | aerospace, healthcare, industrials, Machinery, small caps, technology, value | The fund seeks long-term capital appreciation through value investing in small-cap companies. The fund exhibits lower valuations than the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. The manager believes value stocks have attractive potential going forward. | TKR |
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| 2023 Q2 | Jul 18, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, APG, ATSG, COOP, EHC, ENOV, GDEN, LPRO, PLXS, WKC | financials, healthcare, Quality, small caps, technology, value | The portfolio focuses on small cap value investing with a significant valuation discount to large cap persisting. Quality factors were under pressure during the quarter with stocks having characteristics the manager finds unattractive performing well. The manager seeks high quality companies that can compound returns over long periods while proving resilient in downturns. | PLXS COOP ENOV FWRD. GDEN LPRO APG EHC |
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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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $1.3M | 0.00% | 53,522 | +42,354 | +379.24% | 0.0856% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $1.4M | 0.00% | 60,056 | +23,829 | +65.78% | 0.0960% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $1.5M | 0.00% | 65,400 | +56,098 | +603.07% | 0.1045% |
| Israel Englander | Millennium Management LLC | $233.2B | $4.8M | 0.00% | 203,603 | -1,399,393 | -87.30% | 0.3255% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $3.6M | 0.01% | 153,641 | +90,020 | +141.49% | 0.2456% |
| Cliff Asness | AQR Capital Management | $190.6B | $6.0M | 0.00% | 257,148 | -3,306 | -1.27% | 0.4111% |
| Oliver Murray | Brandes Investment | $13.1B | $90.1M | 0.69% | 3,845,750 | +907,490 | +30.89% | 6.1479% |
| Rich Handler | Jefferies | $19.3B | $412,790 | 0.00% | 17,618 | +17,618 | +100.00% | 0.0282% |