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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jun 30, 2026 | Aristotle Small/Mid Cap Equity | 9.9% | 13.6% | AGI, JLL, MRCY, MTSI, UMBF, WSBC | Commercial real estate, defense, Onshoring, Regional Banks, semiconductors, small caps, SMID Cap, value | WSBC UMBF JLL AGI MRCY MTSI |
View | |
| 2025 Q1 | Mar 31, 2025 | Polaris Global Equity | 4.1% | 4.1% | 000660.KS, 005930.KS, 066570.KS, ABBV, ALSN, ARW, CFR, CG, CVS, DCOM, DG.PA, DNB.OL, DTE.DE, EBC, ENI.MI, FTK.DE, GILD, HNR1.DE, IAG.L, INCH.L, IPG, LOOM.ST, MEOH.TO, MGA.TO, MKSI, MPC, MSFT, MTB, MUV2.DE, NTRS, NXT.L, OTEX.TO, PFS, PUB.PA, SBH, SDZ, SW, TTE, UTHR, VIPS, WBS, WMB, WSBC | AI, energy, Europe, financials, global, tariffs, technology, Trade | The Trump Administration has initiated far-reaching changes to reset decades of global trade agreements. Tariffs came to the forefront of every discussion in global markets, with broader-than-expected tariffs causing market volatility. By disrupting natural trade flows, tariffs can lead to reduced economic efficiency and slower global growth. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Fund Letters | Aristotle Small/Mid Cap Equity | WesBanco, Inc. | Other | Regional Banks | Bull | loan growth, M&A Integration, margin expansion, operating efficiency, regional bank, Trust Services, Value, wealth management | View Pitch | |
| Apr 1, 2026 | Seeking Alpha | Seeking Alpha | WesBanco, Inc. | Financial Services | Regional Banks | Neutral | NASDAQ Stock Market | asset quality, loan growth, merger, net interest margin, Premier Financial, price-to-earnings, regional bank, South Florida expansion, Sunbelt region, WesBanco | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Alpha Mantra | WesBanco, Inc. | Financials | Banks - Regional | Neutral | NASDAQ | — | 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 |
|---|---|---|---|---|---|---|---|---|
| Cliff Asness | AQR Capital Management | $190.6B | $24.1M | 0.01% | 725,566 | -21,098 | -2.83% | 0.6884% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $383,025 | 0.00% | 11,523 | -518 | -4.30% | 0.0109% |
| Israel Englander | Millennium Management LLC | $233.2B | $882,090 | 0.00% | 26,537 | -3,597 | -11.94% | 0.0252% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $15.6M | 0.02% | 469,183 | +248,032 | +112.16% | 0.4451% |
| Matthew Barrett | Glendon Capital Management | $1.7B | $30.2M | 1.80% | 909,091 | +140,000 | +18.20% | 0.8625% |
| Rich Handler | Jefferies | $19.3B | $212,005 | 0.00% | 6,378 | +6,378 | +100.00% | 0.0061% |