Fundos

418 fundos com cartas publicadas.

13D Activist Fund

Ken Squire · Event driven · US · JP · EU · Global
2 cartas · Q4 2025 → Q2 2026

abrdn U.S. Small Cap Equity Fund

Aberdeen Investments · Long only quality value · US
1 cartas · Q1 2025

Ace River Capital Partners, L.P.

Nicholas D'Agnillo · Concentrated value · US
3 cartas · Q1 2025 → Q4 2025

Alger Capital Appreciation Fund

Fred Alger Management, LLC · Large cap growth · US
1 cartas · Q1 2026

Alger Mid Cap Focus Fund

Fred Alger Management, LLC · Mid cap blend · US
4 cartas · Q4 2024 → Q1 2026

Alger Mid Cap Growth Fund

Fred Alger Management, LLC · Mid cap blend · US
1 cartas · Q3 2025

Alger Small Cap Focus Fund

Fred Alger Management, LLC · Long only growth · US
4 cartas · Q1 2025 → Q1 2026

Alger Spectra Fund

Fred Alger Management, LLC · Large cap growth · US
6 cartas · Q4 2024 → Q1 2026

Alger Weatherbie Specialized Growth Fund

Fred Alger Management, LLC · Long only growth · US
6 cartas · Q4 2024 → Q1 2026

Alluvial Capital Management

Dave Waters · Small cap value · Global
4 cartas · Q4 2024 → Q4 2025

Alphyn Capital Management

Samer Hakoura · Concentrated quality · Global
3 cartas · Q4 2024 → Q3 2025

American Century Small Cap Value Fund

Jeff John · Small cap value · US
3 cartas · Q3 2025 → Q1 2026

AMG Frontier Small Cap Growth Fund

Frontier Capital Management Co., LLC · Long only growth · US
1 cartas · Q1 2025

AMG River Road Large Cap Value Select Fund

River Road Asset Management · Large cap value · US
1 cartas · Q4 2024

AMG River Road Mid Cap Value Fund

River Road Asset Management · Long only value · US
1 cartas · Q4 2024

AMG River Road Small Cap Value Fund

River Road Asset Management · Small cap value · US
1 cartas · Q1 2025

AMG River Road Small-Mid Cap Value Fund

River Road Asset Management · Long only value · US
1 cartas · Q4 2024

AMG Yacktman Focused Fund

Stephen Yacktman · Concentrated value · US · Global
1 cartas · Q1 2026

Andvari Associates

Douglas Ott · Concentrated quality · US · Global
2 cartas · Q4 2024 → Q1 2025

Antipodes Global Value Fund

Antipodes Partners Limited · Long only value · Global
1 cartas · Q3 2025

Aoris International Fund

Stephen Arnold · Concentrated quality · Global
5 cartas · Q2 2025 → Q2 2026

Aoris International Fund

Stephen Arnold · Concentrated quality · Global
1 cartas · Q4 2024

Apis Flagship Fund

Daniel Barker · Long short equity · Global · US · JP · EM · EU
1 cartas · Q4 2025

Appalaches Capital — Core LO

Jake Keys · Long only quality value · US · Global
1 cartas · Q1 2025

Argosy Investors

Mike Loeb · Concentrated value · US · Global
1 cartas · Q1 2026

Ariel Appreciation Fund

· Long only value · US
2 cartas · Q4 2025 → Q1 2026

Ariel Appreciation Fund

· Long only value · US
3 cartas · Q4 2024 → Q2 2025

Ariel Focus Fund

· Concentrated value · US
4 cartas · Q3 2025 → Q2 2026

Ariel Focus Fund

· Concentrated value · US
3 cartas · Q4 2024 → Q2 2025

Ariel Fund

· Small cap value · US
6 cartas · Q4 2024 → Q1 2026

Ariel Global Fund

· Long only value · Global
5 cartas · Q2 2025 → Q2 2026

Ariel International Fund

· Long only value · EU · UK · JP · EM
3 cartas · Q4 2025 → Q2 2026

Ariel Mid Cap Value Composite

· Long only value · US
1 cartas · Q3 2025

Ariel Small Cap Value Composite (Tax-Exempt)

· Small cap value · US
1 cartas · Q3 2025

Ariel Small Cap Value Composite (Tax-Exempt)

· Small cap value · US
1 cartas · Q1 2026

Ariel Small Cap Value Concentrated Composite

· Small cap value · US
1 cartas · Q3 2025

Ariel Small Cap Value Tax-Exempt Composite

· Small cap value · US
3 cartas · Q4 2024 → Q2 2025

Aristotle Atlantic Core Equity Strategy

Aristotle Atlantic Partners, LLC · Long only quality value · US
3 cartas · Q4 2024 → Q2 2025

Aristotle Atlantic Focus Growth Strategy

Aristotle Atlantic Partners, LLC · Large cap growth · US
2 cartas · Q4 2024 → Q2 2025

Aristotle Atlantic Large Cap Growth Strategy

Aristotle Atlantic Partners, LLC · Large cap growth · US
4 cartas · Q4 2024 → Q3 2025

Aristotle Core Equity Fund

Aristotle Atlantic Partners, LLC · Long only quality value · US
2 cartas · Q4 2025 → Q1 2026

Aristotle Global Equity Composite

Howard Gleicher · Long only quality value · Global
3 cartas · Q4 2024 → Q2 2025

Aristotle Growth Equity Fund

Aristotle Atlantic Partners, LLC · Large cap growth · US
1 cartas · Q4 2025

Aristotle International Equity Composite

· Long only quality value · Global
2 cartas · Q4 2024 → Q1 2025

Aristotle International Equity Fund

· Long only quality value · Global
1 cartas · Q3 2025

Aristotle Small Cap Equity Composite

Aristotle Capital Boston, LLC · Small cap value · US
3 cartas · Q4 2024 → Q2 2025

Aristotle Small Cap Equity Fund

Aristotle Capital Boston, LLC · Small cap value · US
3 cartas · Q3 2025 → Q1 2026

Aristotle Small/Mid Cap Equity Composite

Aristotle Capital Boston, LLC · Mid cap blend · US
2 cartas · Q4 2024 → Q2 2025

Aristotle Small/Mid Cap Equity Composite

Aristotle Capital Boston, LLC · Mid cap blend · US
1 cartas · Q3 2025

Aristotle Value Equity Fund

· Large cap value · US
1 cartas · Q1 2026

Aristotle Value Equity WM Composite

· Large cap value · US
5 cartas · Q4 2024 → Q4 2025

Arquitos Capital Management

Steven Kiel · Special situations · US
3 cartas · Q3 2025 → Q1 2026

Artisan Developing World Fund

Artisan Partners Limited Partnership · Long only growth · Global
1 cartas · Q1 2026

Artisan Global Discovery Fund

Jason White · Long only growth · Global
5 cartas · Q4 2024 → Q1 2026

Artisan Global Opportunities Fund

Jim Hamel · Long only growth · Global
2 cartas · Q4 2024 → Q1 2026

Artisan Mid Cap Fund

· Long only growth · US
1 cartas · Q4 2025

Artisan Mid Cap Value Fund

Thomas A. Reynolds IV · Long only value · US
1 cartas · Q2 2026

Artisan Select Equity Fund

· Long only quality value · US
1 cartas · Q2 2025

Artisan Select Equity Strategy

Daniel J. O'Keefe · Concentrated value · Global · US
4 cartas · Q4 2024 → Q1 2026

Artisan Small Cap Fund

Jay Warner · Long only growth · US
3 cartas · Q3 2025 → Q1 2026

Artisan Value Fund

· Large cap value · US
3 cartas · Q2 2025 → Q1 2026

Ashva Capital Management LLC

Ankur Shah · Concentrated quality · US
2 cartas · Q2 2025 → Q4 2025

Askeladden Capital

Samir Patel · Small cap value · US
1 cartas · Q4 2024

Atai Capital Management

Brandon Daniel · Small cap value · US
3 cartas · Q4 2024 → Q3 2025

Auxier Focus Fund

Jeff Auxier · Long only quality value · US
1 cartas · Q1 2026

Ave Maria Growth Fund

Ave Maria Mutual Funds · Long only growth · US
2 cartas · Q1 2025 → Q3 2025

Ave Maria Rising Dividend Fund

Ave Maria Mutual Funds · Long only quality value · US
2 cartas · Q3 2025 → Q4 2025

Ave Maria Value Fund

Ave Maria Mutual Funds · Long only value · US
1 cartas · Q3 2025

Bailard Technology Strategy

Bailard, Inc. · Large cap growth · US
1 cartas · Q3 2025

Baird Chautauqua International and Global Growth Funds

Haicheng Li · Large cap growth · Global
3 cartas · Q2 2025 → Q4 2025

Baron Asset Fund

Andrew Peck · Long only growth · US
1 cartas · Q4 2025

Baron Discovery Fund

BAMCO, Inc. · Long only growth · US
5 cartas · Q1 2025 → Q1 2026

Baron Durable Advantage Fund

Alex Umansky · Large cap growth · US
2 cartas · Q3 2025 → Q4 2025

Baron Emerging Markets Fund

BAMCO, Inc. · Long only growth · EM
2 cartas · Q3 2025 → Q4 2025

Baron Fifth Avenue Growth Fund

BAMCO, Inc. · Large cap growth · US
5 cartas · Q4 2024 → Q1 2026

Baron Financials ETF

BAMCO, Inc. · Long only growth · US · Global
2 cartas · Q4 2025 → Q1 2026

Baron FinTech Fund (renomeado Baron Financials ETF a 12/12/2025)

Josh Saltman · Long only growth · US
2 cartas · Q2 2025 → Q4 2025

Baron Focused Growth Fund

BAMCO, Inc. · Concentrated quality · US
6 cartas · Q4 2024 → Q1 2026

Baron Global Opportunity Fund

BAMCO, Inc. · Long only growth · Global · US · EM
2 cartas · Q2 2025 → Q4 2025

Baron Global Opportunity Fund

BAMCO, Inc. · Long only growth · Global · US · EM
1 cartas · Q4 2025

Baron Growth Fund

BAMCO, Inc. · Concentrated quality · US
1 cartas · Q4 2025

Baron Health Care Fund

Neal Kaufman · Long only growth · US
6 cartas · Q4 2024 → Q1 2026

Baron Opportunity Fund

BAMCO, Inc. · Long only growth · US
3 cartas · Q2 2025 → Q4 2025

Baron Partners Fund

BAMCO, Inc. · Concentrated quality · US
2 cartas · Q4 2024 → Q4 2025

Baron Real Estate Fund

BAMCO, Inc. · Long only growth · US · Global
3 cartas · Q2 2025 → Q4 2025

Baron Real Estate Income Fund

BAMCO, Inc. · Long only growth · US · Global
2 cartas · Q2 2025 → Q4 2025

Baron Small Cap Fund

BAMCO, Inc. · Long only growth · US
2 cartas · Q2 2025 → Q4 2025

Baron SMID Cap ETF

BAMCO, Inc. · Long only growth · US
1 cartas · Q1 2026

Baron Technology Fund (renomeado Baron Technology ETF a 12/12/2025)

Michael A. Lippert · Long only growth · US · Global
2 cartas · Q3 2025 → Q4 2025

BBH Select Mid Cap ETF

Brown Brothers Harriman & Co. (SID) · Mid cap blend · US
2 cartas · Q4 2025 → Q1 2026

BBH Select Series – Mid Cap Fund

Brown Brothers Harriman & Co. (SID) · Mid cap blend · US
1 cartas · Q3 2025

Bell Global Equities Fund

Ned Bell · Long only quality value · Global
2 cartas · Q4 2024 → Q1 2026

Black Bear Value Fund

Adam Schwartz · Long short equity · US · Global
5 cartas · Q1 2025 → Q1 2026

BlackRock Science and Technology Term Trust

BlackRock Advisors, LLC · Long only growth · US · Global
1 cartas · Q3 2025

BlackRock Technology and Private Equity Term Trust

BlackRock Advisors, LLC · Long only growth · US · Global
1 cartas · Q4 2025

Blue Tower Asset Management, LLC

Andrew Oskoui, CFA · Long only value · Global
1 cartas · Q4 2025

Brasada Capital Management

Ed Zhang · Long only quality value · US
3 cartas · Q2 2025 → Q1 2026

Brennan Asset Management

Patrick Brennan · Concentrated value · US · EM · EU
1 cartas · Q4 2024

Bretton Fund

Stephen Dodson · Concentrated quality · US
4 cartas · Q4 2024 → Q4 2025

Bristlemoon Global Fund

George Hadjia · Long short equity · Global
4 cartas · Q1 2025 → Q1 2026

Bristol Gate Capital Partners US Equity Strategy

Bristol Gate Capital Partners Inc. · Long only quality value · US
5 cartas · Q1 2025 → Q2 2026

Bronte Capital Amalthea Fund

John Hempton · Long short equity · Global · US · EU
1 cartas · Q2 2025

Brown Advisory Global Leaders Strategy

Brown Advisory Institutional · Concentrated quality · Global
1 cartas · Q4 2024

Brown Advisory Global Leaders Strategy

Brown Advisory Institutional · Concentrated quality · Global
1 cartas · Q2 2025

Brown Advisory Large-Cap Growth Strategy

Brown Advisory Institutional · Large cap growth · US
1 cartas · Q3 2025

Brown Advisory Large-Cap Growth Strategy

Brown Advisory Institutional · Large cap growth · US
1 cartas · Q2 2025

Brown Advisory Mid-Cap Growth Strategy

Brown Advisory Institutional · Long only growth · US
1 cartas · Q2 2025

Brown Advisory Mid-Cap Growth Strategy

Brown Advisory Institutional · Mid cap blend · US
2 cartas · Q3 2025 → Q4 2025

Brown Advisory Small-Cap Growth Strategy

Brown Advisory Institutional · Long only growth · US
1 cartas · Q2 2025

Broyhill Asset Management

Christopher R. Pavese · Long only value · US · Global · EU
4 cartas · Q1 2025 → Q1 2026

Buckley Capital Partners, LP

· Concentrated value · US
1 cartas · Q1 2026

Buckley Capital Partners, LP

Zack Buckley · Small cap value · US · Global
1 cartas · Q1 2025

Burke Wealth Management Focused Growth Composite

Burke Wealth Management, LLC · Large cap growth · US
7 cartas · Q4 2024 → Q2 2026

ByteTree Asset Management — The Multi-Asset Investor

Charlie Morris · Multi strategy · UK · Global
1 cartas · Q1 2026

Cambiar SMID Fund

Cambiar Investors LLC · Long only quality value · US
1 cartas · Q1 2026

Carillon Eagle Growth & Income Fund

Carillon Tower Advisers, Inc. · Large cap growth · US
6 cartas · Q4 2024 → Q1 2026

Carillon Eagle Mid Cap Growth Fund

Carillon Tower Advisers, Inc. · Long only growth · US
5 cartas · Q4 2024 → Q4 2025

Carillon Eagle Small Cap Growth Fund

Carillon Tower Advisers, Inc. · Long only growth · US
6 cartas · Q4 2024 → Q1 2026

Carillon Scout Mid Cap Fund

Carillon Tower Advisers, Inc. · Mid cap blend · US
4 cartas · Q1 2025 → Q4 2025

Causeway International Value Equity

· Long only value · EU · UK · JP · EM
2 cartas · Q4 2025 → Q1 2026

Cedar Creek Partners, LLC

Tim Eriksen · Small cap value · US
7 cartas · Q4 2024 → Q2 2026

Cedar Grove Capital Management, LLC

Paul Cerro · Long short equity · US · Canada
1 cartas · Q1 2026

Choice Equities Capital Management

Mitchell Scott, CFA · Small cap value · US
1 cartas · Q2 2025

ClearBridge Dividend Strategy

John Baldi · Large cap value · US
5 cartas · Q1 2025 → Q1 2026

ClearBridge Global Infrastructure Income Strategy

Daniel Chu CFA · Long only quality value · Global · US · EU · UK · Canada · EM
1 cartas · Q2 2025

ClearBridge Global Value Improvers Strategy

Grace Su · Long only value · Global · US · EU · JP · EM
1 cartas · Q2 2025

ClearBridge Growth Strategy

Evan Bauman · Long only growth · US
5 cartas · Q4 2024 → Q4 2025

ClearBridge Large Cap Growth Strategy

Erica Furfaro · Large cap growth · US
4 cartas · Q4 2024 → Q4 2025

ClearBridge Large Cap Growth Strategy

Erica Furfaro · Large cap growth · US
1 cartas · Q1 2026

ClearBridge Large Cap Value Strategy

Dmitry Khaykin · Large cap value · US
1 cartas · Q1 2025

ClearBridge Mid Cap Growth Strategy

Brian Angerame · Long only growth · US
2 cartas · Q2 2025 → Q3 2025

ClearBridge Mid Cap Strategy

Brian Angerame · Mid cap blend · US
5 cartas · Q4 2024 → Q1 2026

ClearBridge Select Strategy

Aram Green · Long only growth · US
2 cartas · Q2 2025 → Q4 2025

ClearBridge Small Cap Growth Strategy

Jeffrey Bailin CFA · Long only growth · US
6 cartas · Q4 2024 → Q1 2026

ClearBridge Small Cap Strategy

Albert Grosman · Long only quality value · US
1 cartas · Q2 2025

ClearBridge SMID Cap Growth Strategy

Brian Angerame · Long only growth · US
1 cartas · Q4 2024

ClearBridge Value Strategy

Sam Peters CFA · Large cap value · US
3 cartas · Q4 2024 → Q2 2025

Columbia Global Technology Growth Fund

Columbia Management Investment Advisers, LLC · Large cap growth · Global
3 cartas · Q3 2025 → Q1 2026

Columbia Seligman Global Technology Fund

Columbia Management Investment Advisers, LLC · Large cap growth · Global
2 cartas · Q1 2025 → Q2 2025

Columbia Threadneedle Global Technology Growth Strategy

Columbia Management Investment Advisers, LLC · Large cap growth · Global
3 cartas · Q4 2024 → Q2 2025

Conestoga Capital Advisors — Micro Cap Growth Composite

Joseph F. Monahan · Long only growth · US
1 cartas · Q1 2026

Conestoga Capital Advisors — Small Cap Growth Composite

Joseph F. Monahan · Long only growth · US
6 cartas · Q4 2024 → Q1 2026

Conestoga Capital Advisors — SMid Cap Growth Composite

Joseph F. Monahan · Long only growth · US
1 cartas · Q1 2026

Contrarius Global Equity Fund

Contrarius Investment Management Limited · Long only value · Global
1 cartas · Q3 2025

Conventum - Alluvium Global Fund

Stuart Pearce · Concentrated quality · Global
3 cartas · Q4 2024 → Q2 2025

Cooper Investors Global Equities Fund (Unhedged)

Cooper Investors Pty Limited · Long only quality value · Global
5 cartas · Q4 2024 → Q1 2026

Crossroads Capital Investment Partners, LP

Crossroads Capital, LLC · Long short equity · Global
3 cartas · Q2 2025 → Q4 2025

Crossroads Capital Investment Partners, LP

Ryan O’Connor · Long short equity · US · Global
2 cartas · Q1 2025 → Q1 2026

Crossroads Capital Investment Partners, LP

Ryan O’Connor · Long short equity · US · Global
1 cartas · Q4 2024

Curreen Capital Partners LP

Christian Ryther · Special situations · Global
7 cartas · Q4 2024 → Q2 2026

Deep Sail Capital Partners LP

Sean · Long short equity · US
3 cartas · Q3 2025 → Q1 2026

Deep Sail Capital Partners LP

Sean · Long short equity · US
1 cartas · Q1 2025

Diamond Hill Large Cap Concentrated Fund

Austin Hawley CFA · Concentrated value · US
1 cartas · Q4 2024

Diamond Hill Large Cap Fund

Austin Hawley CFA · Large cap value · US
3 cartas · Q1 2025 → Q3 2025

Diamond Hill Large Cap Strategy

Austin Hawley CFA · Large cap value · US
1 cartas · Q1 2026

Diamond Hill Long-Short Strategy

Chris Bingaman CFA · Long short equity · US
1 cartas · Q1 2025

Diamond Hill Mid Cap Strategy

Chris Welch CFA · Mid cap blend · US
3 cartas · Q4 2024 → Q3 2025

Diamond Hill Mid Cap Strategy

Chris Welch CFA · Mid cap blend · US
1 cartas · Q4 2025

Diamond Hill Select Fund

Austin Hawley CFA · Concentrated value · US
1 cartas · Q3 2025

Diamond Hill Select Strategy

Diamond Hill Capital Management, Inc. · Concentrated value · US
3 cartas · Q4 2024 → Q1 2026

Diamond Hill Small Cap Fund

Aaron Monroe CFA · Small cap value · US
1 cartas · Q1 2025

Diamond Hill Small Cap Strategy

Aaron Monroe CFA · Small cap value · US
1 cartas · Q3 2025

Diamond Hill Small Cap Strategy

Aaron Monroe CFA · Small cap value · US
1 cartas · Q4 2025

Diamond Hill Small-Mid Cap Strategy

Diamond Hill Capital Management, Inc. · Long only value · US
1 cartas · Q2 2025

Dodge & Cox Stock Fund

Dodge & Cox Investment Policy Committee · Large cap value · US
1 cartas · Q1 2026

Eagle Capital Management, LLC

· Concentrated quality · US · Global
1 cartas · Q1 2026

Eagle Point Capital

Matt Franz · Long only quality value · US
1 cartas · Q1 2026

Emerald Focused Equity Strategy

Emerald Wealth Partners AG · Concentrated quality · Global
1 cartas · Q4 2025

Emerald Wealth Partners Growth Equity Strategy

Emerald Wealth Partners AG · Long only growth · Global
2 cartas · Q4 2025 → Q1 2026

Emeth Value Capital

Andrew Carreon · Concentrated value · Global
1 cartas · Q4 2024

Fairlight Alpha Fund LP

Andrew Martin · Special situations · Global
1 cartas · Q4 2025

FAM Funds (Fenimore Asset Management)

Fenimore Asset Management, Inc. · Long only quality value · US
6 cartas · Q4 2024 → Q1 2026

Fidelity Growth Strategies Fund

Fidelity Management & Research Company LLC · Mid cap blend · US
4 cartas · Q1 2025 → Q1 2026

First Eagle Gold Fund

First Eagle Investments · Concentrated value · Global
1 cartas · Q3 2025

FMI Funds — Carta a Accionistas

Fiduciary Management, Inc. (FMI) · Long only quality value · Global · US
3 cartas · Q1 2025 → Q1 2026

FMI Funds — Carta a Accionistas

Fiduciary Management, Inc. (FMI) · Long only quality value · Global · US
1 cartas · Q4 2025

FMI International Equity Strategy (Unhedged)

Fiduciary Management, Inc. (FMI) · Long only quality value · Global
1 cartas · Q4 2024

FMI Large Cap Equity Strategy

Fiduciary Management, Inc. (FMI) · Long only quality value · US
1 cartas · Q4 2024

FMI Small Cap Equity Strategy

Fiduciary Management, Inc. (FMI) · Long only quality value · US
1 cartas · Q4 2024

Focus Capital Advisers

· Concentrated value · Global
1 cartas · Q4 2024

FPA Crescent Fund

First Pacific Advisors · Multi strategy · Global · US
3 cartas · Q3 2025 → Q1 2026

Fundsmith Equity Fund

Terry Smith · Concentrated quality · Global
2 cartas · Q2 2025 → Q4 2025

Gator Capital Management — Financial Partners Funds

Derek Pilecki · Long short equity · US · EU · Canada · Global
4 cartas · Q2 2025 → Q1 2026

Generation IM Global Equity Strategy

Generation Investment Management LLP · Concentrated quality · Global
2 cartas · Q4 2024 → Q4 2025

Generation Investment Management Global Equity Strategy

Miguel Nogales · Concentrated quality · Global
1 cartas · Q1 2025

Giverny Capital Asset Management

David M. Poppe · Concentrated quality · US
1 cartas · Q4 2025

GMO Equity Dislocation Strategy

Ben Inker · Long short equity · Global
1 cartas · Q4 2025

Green Alpha Investments

· Long only growth · Global
0 cartas ·

Greenhaven Road Capital

Scott Miller · Long short equity · US · UK
2 cartas · Q3 2025 → Q4 2025

Greenhaven Road Capital Fund

Scott Miller · Long short equity · US
4 cartas · Q4 2024 → Q3 2025

Greenlight Capital

David Einhorn · Long short equity · US · Global
5 cartas · Q4 2024 → Q1 2026

GreensKeeper Value Fund

Michael McCloskey · Concentrated value · Global · US
5 cartas · Q4 2024 → Q1 2026

GreenWood Investors

Steven Wood · Concentrated value · Global · EU
1 cartas · Q4 2024

Greystone Capital Management

Adam Wilk · Concentrated value · US · Canada
5 cartas · Q4 2024 → Q4 2025

GROW Small Cap Equity Long/Short L.P.

· Long short equity · US
1 cartas · Q1 2026

Guinness Global Equity Income Fund

Ian Mortimer · Long only quality value · Global
1 cartas · Q1 2026

Guinness Global Innovators Fund

Ian Mortimer · Long only growth · Global
1 cartas · Q4 2024

Guinness Global Innovators Fund

Ian Mortimer · Long only growth · Global
1 cartas · Q1 2026

Harbor Capital Appreciation Fund

Jennison Associates LLC · Large cap growth · US
1 cartas · Q3 2025

Harbor Mid Cap Fund

EARNEST Partners LLC · Mid cap blend · US
1 cartas · Q3 2025

Harbor Mid Cap Value Fund

LSV Asset Management · Long only value · US
1 cartas · Q4 2025

Harding Loevner Global Equity Strategy

Harding Loevner LP · Long only growth · Global
4 cartas · Q3 2025 → Q2 2026

Hardman Johnston Global Equity

Hardman Johnston Global Advisors LLC · Long only growth · Global
2 cartas · Q1 2025 → Q4 2025

Hardman Johnston Global Equity

Hardman Johnston Global Advisors LLC · Long only growth · Global
2 cartas · Q4 2024 → Q3 2025

Hardman Johnston Large Cap Equity

Hardman Johnston Global Advisors LLC · Long only growth · US
1 cartas · Q1 2025

Hayden Capital

Fred Liu · Concentrated quality · Global · EM · US
3 cartas · Q2 2025 → Q1 2026

Headwaters Capital Management

Christopher Godfrey · Concentrated quality · US
4 cartas · Q4 2024 → Q3 2025

Heartland Mid Cap Value Fund

Colin McWey · Long only value · US
4 cartas · Q1 2025 → Q1 2026

Heartland Opportunistic Value Equity Strategy

Troy McGlone · Long only value · US
4 cartas · Q2 2025 → Q1 2026

Heartland Value Fund

Will Nasgovitz · Small cap value · US
3 cartas · Q3 2025 → Q1 2026

Himalaya Capital

Li Lu · Concentrated quality · Global
1 cartas · Q4 2024

Hinde Group (1578 Partners, LP)

Marc Werres · Concentrated quality · US
4 cartas · Q1 2025 → Q1 2026

Hosking Partners Global Equity Strategy

Jeremy Hosking · Long only value · Global
3 cartas · Q4 2025 → Q2 2026

Hotchkis & Wiley Large Cap Fundamental Value Fund

· Large cap value · US
3 cartas · Q1 2025 → Q1 2026

Hotchkis & Wiley Large Cap Fundamental Value Fund

· Large cap value · US
4 cartas · Q2 2025 → Q1 2026

Hotchkis & Wiley Large Cap Fundamental Value Fund

· Large cap value · US
3 cartas · Q4 2024 → Q1 2026

Hotchkis & Wiley Large Cap Fundamental Value Fund

Hotchkis & Wiley team · Large cap value · US
1 cartas · Q1 2026

Hotchkis & Wiley Large Cap Fundamental Value Fund

Hotchkis & Wiley Capital Management · Large cap value · US
2 cartas · Q1 2025 → Q1 2026

Hotchkis & Wiley Mid-Cap Value Fund

Hotchkis & Wiley team · Long only value · US
5 cartas · Q4 2024 → Q1 2026

Immersion Investment Partners, LP

David Polansky · Small cap value · US
3 cartas · Q2 2025 → Q4 2025

Impax Global Environmental Markets Fund

Hubert Aarts · Long only growth · Global
2 cartas · Q1 2025 → Q1 2026

Impax US Sustainable Economy Fund

Scott LaBreche · Large cap growth · US
1 cartas · Q4 2025

Ironvine Capital Partners — Concentrated Equity Composite

Ironvine Capital Partners, LLC · Concentrated quality · US · Global
7 cartas · Q4 2024 → Q2 2026

Ithaka US Growth Strategy

Scott O’Gorman, CFA · Large cap growth · US
2 cartas · Q4 2024 → Q1 2025

Jackson Peak Capital

Patrick O’Brien · Long short equity · Global
5 cartas · Q1 2025 → Q1 2026

Janus Henderson Forty Fund

Janus Henderson Investors · Large cap growth · US
5 cartas · Q1 2025 → Q1 2026

Janus Henderson Global Sustainable Equity Fund

Janus Henderson Investors · Long only growth · Global
3 cartas · Q3 2025 → Q1 2026

Janus Henderson Global Technology and Innovation Fund

Denny Fish · Large cap growth · Global
1 cartas · Q3 2025

Janus Henderson Venture Fund

Janus Henderson Investors · Long only growth · US
1 cartas · Q1 2025

JB Global Capital

Jack Beiro · Concentrated value · Global · US · EM
1 cartas · Q4 2025

JB Global Capital

Jack Beiro · Concentrated value · Global
1 cartas · Q3 2025

Jensen Quality Growth Equity Composite

Allen Bond · Large cap growth · US
1 cartas · Q4 2025

Jensen Quality Mid Cap Fund

Adam Calamar · Mid cap blend · US
1 cartas · Q1 2026

Kathmandu Partners, LP

Vincent Lo · Concentrated value · Global · EM
1 cartas · Q2 2025

Kingdom Capital Advisors, LLC

David Bastian · Special situations · US
7 cartas · Q4 2024 → Q2 2026

Kopernik Global All Cap Equity Funds

David Iben · Long only value · Global · EM
0 cartas ·

Kovitz Core Equity Strategy

Kovitz Investment Group Partners, LLC · Long only quality value · US
1 cartas · Q2 2025

L1 Capital International (Unhedged) Active ETF

David Steinthal · Long only quality value · Global
1 cartas · Q1 2026

L1 Long Short Fund Limited

Raphael Lamm · Long short equity · Global
1 cartas · Q3 2025

Lakehouse Global Growth Fund

Lakehouse Capital Pty Ltd · Concentrated quality · Global
2 cartas · Q4 2025 → Q1 2026

Latitude Investment Management

Freddie Lait · Long only quality value · Global
1 cartas · Q4 2025

Laughing Water Capital

Matthew Sweeney · Special situations · US
4 cartas · Q2 2025 → Q1 2026

Legacy Ridge Capital Management

Kris · Concentrated value · US
1 cartas · Q4 2025

Legacy Ridge Capital Partners Equity Fund I, LP

Kristopher P. Kelley · Concentrated value · US
1 cartas · Q2 2025

Liberty Park Fund

Charles P. Murphy, CFA · Long short equity · US
1 cartas · Q3 2025

Long Cast Advisers

Avram Fisher · Small cap value · US
6 cartas · Q4 2024 → Q2 2026

Longleaf Partners Fund

Southeastern Asset Management · Concentrated value · US
6 cartas · Q4 2024 → Q1 2026

Longleaf Partners Fund

Southeastern Asset Management · Concentrated value · US
1 cartas · Q1 2026

Longleaf Partners Global Fund

Southeastern Asset Management · Concentrated value · Global
1 cartas · Q4 2025

Longleaf Partners Small-Cap Fund

Southeastern Asset Management · Concentrated value · US
6 cartas · Q4 2024 → Q1 2026

Longriver Partners Fund

Graham F. Rhodes · Concentrated quality · Global
1 cartas · Q2 2025

LongRun Equity

Rothschild & Co Wealth Management · Concentrated quality · Global
1 cartas · Q1 2025

LongRun Equity Fund

· Concentrated quality · Global
1 cartas · Q3 2025

Loomis Sayles Small Cap Growth Fund

· Long only growth · US
1 cartas · Q4 2025

Loomis Sayles Small/Mid Cap Growth Fund

· Long only growth · US
1 cartas · Q2 2025

LRT Global Opportunities

Lukasz Tomicki · Long short equity · US · Global
1 cartas · Q3 2025

LVS Advisory

Luis V. Sanchez · Multi strategy · US · Global
5 cartas · Q4 2024 → Q4 2025

Macquarie Core Equity Fund

· Large cap value · US
1 cartas · Q2 2025

Macquarie Large Cap Growth Fund

· Large cap growth · US
3 cartas · Q1 2025 → Q3 2025

Madison Large Cap Fund

Madison Asset Management, LLC · Long only quality value · US
4 cartas · Q1 2025 → Q1 2026

Madison Sustainable Equity Strategy

Maya Bittar, CFA · Long only quality value · US
1 cartas · Q1 2025

Magallanes Value Investors, S.A. SGIIC

Iván Martín Aránguez · Long only value · EU · PT · UK
6 cartas · Q1 2025 → Q2 2026

Magellan Global Fund (Open Class — Active ETF MGOC)

· Concentrated quality · Global
2 cartas · Q3 2025 → Q4 2025

Mairs & Power Balanced Fund

Kevin V. Earley · Multi strategy · US
4 cartas · Q1 2025 → Q1 2026

Mairs & Power Growth Fund

Mairs & Power, Inc. · Large cap growth · US
3 cartas · Q4 2024 → Q4 2025

Mairs & Power Small Cap Fund

Mairs & Power, Inc. · Small cap value · US
3 cartas · Q1 2025 → Q4 2025

Manole Capital Management

Warren Fisher · Long short equity · US
1 cartas · Q4 2024

Maple Tree Capital

Henry Invests · Long only growth · US
2 cartas · Q1 2025 → Q3 2025

Mar Vista Global Quality Strategy

Silas Myers · Large cap growth · Global
2 cartas · Q4 2024 → Q2 2025

Mar Vista U.S. Quality Premier Strategy

Silas Myers · Large cap growth · US
3 cartas · Q2 2025 → Q4 2025

Mar Vista U.S. Quality Strategy

Silas Myers · Large cap growth · US
5 cartas · Q4 2024 → Q1 2026

Maran Capital Management

Dan Roller · Special situations · US · Global
1 cartas · Q4 2024

Marram Investment Management

Vivian Y. Chen, CFA · Long only value · US
1 cartas · Q4 2025

Massif Capital Real Assets Strategy

William M. Thomson · Long short equity · Global
1 cartas · Q1 2026

Massif Capital, LLC

· Long short equity · US · Global
1 cartas · Q4 2024

Matrix Asset Advisors

Matrix Asset Advisors · Large cap value · US
3 cartas · Q2 2025 → Q2 2026

Matrix Asset Advisors — Capital Markets Commentary

Matrix Asset Advisors · Large cap value · US
1 cartas · Q4 2025

McIntyre Partnerships

Chris McIntyre · Special situations · US
4 cartas · Q4 2024 → Q1 2026

Meridian Contrarian Fund

ArrowMark Partners · Long only value · US
3 cartas · Q2 2025 → Q4 2025

Meridian Growth Fund

ArrowMark Partners · Long only growth · US
5 cartas · Q1 2025 → Q1 2026

Meridian Hedged Equity Fund

ArrowMark Partners · Long only quality value · US
5 cartas · Q4 2024 → Q4 2025

Meridian Small Cap Growth Fund

ArrowMark Partners · Long only growth · US
6 cartas · Q4 2024 → Q1 2026

Merion Road Small Cap Fund, LP

Aaron Sallen · Small cap value · US
2 cartas · Q1 2025 → Q3 2025

Middle Coast Investing

· Long only value · US · EU
3 cartas · Q4 2024 → Q1 2026

Miller Value Partners — Deep Value Strategy

Dan Lysik, CFA · Special situations · US
3 cartas · Q1 2025 → Q1 2026

Minot Light Capital Appreciation Fund

Tom Wetherald · Small cap value · US
1 cartas · Q4 2024

Minot Light Capital Partners

Tom Wetherald · Special situations · US
1 cartas · Q3 2025

Montaka Global Investments

Andrew Macken · Long only quality value · Global
2 cartas · Q2 2025 → Q1 2026

Moon Capital Management

· Concentrated value · US
2 cartas · Q4 2024 → Q4 2025

Mott Capital Management, LLC — Thematic Growth Strategy

Michael Kramer · Long only growth · US
1 cartas · Q4 2025

Munro Global Growth Fund

Nick Griffin · Long only growth · Global
3 cartas · Q4 2024 → Q4 2025

NewBridge Large Cap Growth Equity

Victory Capital Management Inc. — NewBridge Asset Management · Large cap growth · US
1 cartas · Q4 2025

Night Watch Investment Management

Roderick van Zuylen · Long short equity · Global
5 cartas · Q4 2024 → Q1 2026

Nightview Capital

Arne Alsin · Concentrated quality · US
2 cartas · Q4 2024 → Q1 2026

NZS Growth Equity Strategy

NZS Capital, LLC · Long only growth · Global
4 cartas · Q1 2025 → Q2 2026

O'Keefe Stevens Advisory

Dominick D'Angelo · Long only value · US
7 cartas · Q4 2024 → Q2 2026

Oakmark Equity and Income Fund

M. Colin Hudson · Multi strategy · US
6 cartas · Q4 2024 → Q1 2026

Oakmark Fund

William C. Nygren · Long only value · US
1 cartas · Q1 2026

Oakmark Fund

William C. Nygren · Large cap value · US
1 cartas · Q1 2026

Oakmark Global Select Fund

David G. Herro · Concentrated value · Global
4 cartas · Q4 2024 → Q1 2026

Oakmark International Fund

David G. Herro, CFA · Long only value · EU · UK · JP · EM
4 cartas · Q4 2024 → Q1 2026

Oakmark Select Fund

William C. Nygren · Concentrated value · US
6 cartas · Q4 2024 → Q1 2026

Optimist Fund

Jordan McNamee · Concentrated quality · Global
7 cartas · Q4 2024 → Q2 2026

Orbis International Equity Fund

Graeme Forster · Long only value · Global
1 cartas · Q4 2025

Osterweis Opportunity Fund

Osterweis Capital Management · Long only growth · US
1 cartas · Q1 2026

Palm Valley Capital Fund

Eric Cinnamond · Small cap value · US
6 cartas · Q4 2024 → Q1 2026

Parnassus Core Equity Fund

Todd Ahlsten · Concentrated quality · US
2 cartas · Q1 2025 → Q3 2025

Parnassus Core Equity Fund

Todd Ahlsten · Concentrated quality · US
1 cartas · Q4 2024

Parnassus Growth Equity Fund

Andrew Choi · Large cap growth · US
2 cartas · Q4 2024 → Q1 2025

Parnassus Mid Cap Fund

Lori Keith · Mid cap blend · US
2 cartas · Q3 2025 → Q4 2025

Parnassus Mid Cap Growth Fund

Ian Sexsmith, CFA · Mid cap blend · US
2 cartas · Q1 2025 → Q2 2025

Parnassus Value Equity Fund

Krishna Chintalapalli (Parnassus Investments) · Large cap value · US
1 cartas · Q3 2025

Patient Opportunity Equity Strategy

Christina Siegel Malbon · Long only value · US
3 cartas · Q2 2025 → Q1 2026

Pelican Bay Capital Management — Concentrated Value

Tyler Hardt · Concentrated value · US
2 cartas · Q3 2025 → Q4 2025

Penn Davis McFarland, Inc.

Penn Davis McFarland, Inc. · Long only value · US
1 cartas · Q1 2025

Pernas Research

Deiya Pernas · Long only growth · US
1 cartas · Q4 2025

Pershing Square Holdings, Ltd.

William A. Ackman · Concentrated quality · US · Global
2 cartas · Q2 2025 → Q2 2026

PGIM Jennison Health Sciences Fund

Jennison Associates · Long only growth · US
2 cartas · Q1 2025 → Q2 2025

Plural Partners Fund

Chris Waller · Concentrated value · Global
2 cartas · Q1 2025 → Q4 2025

Polen 5Perspectives Small Growth Strategy

Drew Cupps · Long only growth · US
2 cartas · Q4 2025 → Q1 2026

Polen Capital Focus Growth Strategy

Dan Davidowitz · Large cap growth · US
5 cartas · Q4 2024 → Q1 2026

Polen Capital International Growth

Todd Morris · Long only growth · Global
1 cartas · Q3 2025

Polen Capital International Growth Strategy

Daniel Fields · Long only growth · Global
1 cartas · Q4 2025

Polen U.S. Small Cap Growth Strategy

Andrew Cupps · Long only growth · US
1 cartas · Q3 2025

Polen U.S. SMID Cap Growth

Andrew Cupps · Long only growth · US
1 cartas · Q3 2025

Praetorian Capital Fund LLC

Harris Kupperman · Special situations · US · EM · Global
5 cartas · Q4 2024 → Q1 2026

Pzena Global Small Cap Focused Value

Pzena Investment Management, LLC · Small cap value · Global
1 cartas · Q4 2025

Qualivian Investment Partners — Qualivian Focus Fund

Aamer Khan · Concentrated quality · US
2 cartas · Q1 2025 → Q3 2025

Recurve Capital Partners LP

Aaron Chan · Long only growth · US
4 cartas · Q4 2024 → Q3 2025

Renaissance Investment Management International Small Cap Equity Strategy

· Long only growth · Global
2 cartas · Q1 2025 → Q3 2025

Renaissance Investment Management International Small Cap Equity Strategy

· Long only growth · Global
1 cartas · Q4 2024

Renaissance Investment Management Large Cap Growth Strategy

· Large cap growth · US
6 cartas · Q4 2024 → Q1 2026

Renaissance Investment Management Small Cap Growth Strategy

· Long only growth · US
3 cartas · Q4 2024 → Q4 2025

Renaissance Small Cap Growth

Renaissance Investment Management · Long only growth · US
1 cartas · Q2 2025

Rewey Asset Management LLC

Chip Rewey · Small cap value · US
6 cartas · Q4 2024 → Q1 2026

RGA Investment Advisors

Elliot Turner · Concentrated quality · US
5 cartas · Q1 2025 → Q1 2026

Right Tail Capital LLC

Jeremy Kokemor · Long only quality value · US
3 cartas · Q2 2025 → Q1 2026

River Oaks Capital

Whit Huguley · Concentrated value · US · Canada
1 cartas · Q4 2024

RiverPark Large Growth Fund

Conrad van Tienhoven · Large cap growth · US
6 cartas · Q4 2024 → Q1 2026

Riverwater Partners Micro Opportunities Strategy

Nathan Fredrick · Long only quality value · US
6 cartas · Q4 2024 → Q1 2026

Robotti & Company Advisors, LLC

Robert Robotti · Long only value · US
1 cartas · Q4 2025

Rogue Funds

Jacob Rowe · Special situations · US · Global
2 cartas · Q4 2024 → Q1 2025

Rowan Street Capital

Alex Kopel · Concentrated quality · US · Canada
5 cartas · Q4 2024 → Q1 2026

RS Concentrated All Cap Value Strategy

· Concentrated value · US
1 cartas · Q4 2024

RS Large Cap Value Strategy

RS Value Team (Victory Capital Management) · Large cap value · US
5 cartas · Q1 2025 → Q1 2026

Saga Partners

Joe Frankenfield · Concentrated quality · US
1 cartas · Q1 2026

SaltLight Worldwide Flexible Fund

David Eborall · Concentrated quality · Global · US · EM
2 cartas · Q1 2025 → Q2 2025

Sands Capital Global Growth

Sands Capital Management, LLC · Long only growth · Global
2 cartas · Q2 2025 → Q3 2025

Sands Capital Select Growth

Frank M. Sands, CFA · Large cap growth · US · Global
1 cartas · Q4 2024

Schafer Cullen Enhanced Equity Income

· Large cap value · US
4 cartas · Q1 2025 → Q4 2025

Schafer Cullen Small Cap Value Equity

· Small cap value · US
1 cartas · Q3 2025

Schafer Cullen Value Equity

· Large cap value · US
1 cartas · Q3 2025

Sequoia Fund, Inc.

Ruane Cunniff Investment Committee · Long only quality value · Global
1 cartas · Q1 2026

Sequoia Strategy Composite

Ruane Cunniff Investment Committee · Long only quality value · US · Global
3 cartas · Q2 2025 → Q4 2025

SGA U.S. Large Cap Growth Strategy

Sustainable Growth Advisers, LP (SGA) · Large cap growth · US
1 cartas · Q1 2026

SGA U.S. Large Cap Growth Strategy

Sustainable Growth Advisers, LP (SGA) · Large cap growth · US
3 cartas · Q3 2025 → Q1 2026

Signia Small Cap Value

Richard Beaven · Small cap value · US
1 cartas · Q4 2025

Signia Small-Micro Cap Value

· Small cap value · US
1 cartas · Q4 2025

Silver Beech Capital, LP

James Hollier · Concentrated value · US · Canada
1 cartas · Q3 2025

Singular Asset Management, S.G.I.I.C., S.A. — Sigma Internacional

Jose Ramón Boluda · Long only value · Global · US · EU · EM
1 cartas · Q4 2025

Smead International Value Strategy

Smead Capital Management · Long only value · Global
1 cartas · Q1 2026

Smoak Capital Management

· Special situations · US · Global
1 cartas · Q4 2024

Sound Shore Fund

Sound Shore Management, Inc. · Long only quality value · US
6 cartas · Q4 2024 → Q1 2026

Source Capital

First Pacific Advisors · Multi strategy · Global · US
1 cartas · Q3 2025

SouthernSun Asset Management Small Cap Strategy

SouthernSun Asset Management · Small cap value · US
5 cartas · Q4 2024 → Q4 2025

SouthernSun Asset Management SMID Cap Strategy

SouthernSun Asset Management · Concentrated value · US
2 cartas · Q3 2025 → Q4 2025

Spheria Global Opportunities Fund

Spheria Asset Management · Long only quality value · Global
1 cartas · Q4 2025

Springview Partnership

Guy Baron · Long short equity · US · Global
2 cartas · Q1 2025 → Q2 2025

Stewart Asset Management Flagship Portfolio

Thomas M. Valenzuela · Concentrated quality · US
2 cartas · Q2 2025 → Q3 2025

Summers Value Fund LP

Andrew Summers · Small cap value · US
5 cartas · Q1 2025 → Q2 2026

Survivor & Thriver Fund, LP (JDP Capital)

Jeremy Deal · Concentrated quality · US · Global
3 cartas · Q1 2025 → Q1 2026

SVN Capital Fund

Shreekkanth (“Shree”) Viswanathan · Concentrated quality · Global · US · EM
1 cartas · Q2 2025

Tapasya Investment Fund I

· Concentrated value · US · EU · EM · Canada
1 cartas · Q4 2025

TCW Concentrated Large Cap Growth Fund

Brandon D. Bond, CFA · Large cap growth · US
2 cartas · Q3 2025 → Q1 2026

TCW Global Real Estate Fund

Iman H. Brivanlou · Long only quality value · Global
1 cartas · Q3 2025

TCW Relative Value Large Cap Fund

Iman H. Brivanlou · Large cap value · US
1 cartas · Q4 2025

TCW Relative Value Mid Cap Fund

Iman H. Brivanlou · Long only value · US
2 cartas · Q2 2025 → Q4 2025

The Brown Capital Management International All Company Fund

· Long only growth · EU · UK · JP · Canada
1 cartas · Q3 2025

The Brown Capital Management International All Company Strategy

· Long only growth · Global · EU · UK · EM
1 cartas · Q2 2025

The Brown Capital Management Small Company Fund

· Long only growth · US
4 cartas · Q1 2025 → Q1 2026

The Insiders Fund, LP

Harvey Warren Sax · Long only growth · US
1 cartas · Q3 2025

The Insiders Fund, LP

Harvey Sax · Special situations · US
1 cartas · Q1 2026

The London Company Income Equity Strategy

The London Company · Large cap value · US
3 cartas · Q4 2025 → Q2 2026

The London Company Small-Mid Cap Strategy

The London Company · Small cap value · US
1 cartas · Q1 2026

Third Avenue Real Estate Value Fund

Jason Wolf · Long only value · Global · US
1 cartas · Q2 2025

Third Avenue Real Estate Value Fund

Third Avenue Management · Long only value · Global
1 cartas · Q4 2025

Third Avenue Small-Cap Value Fund

Third Avenue Management · Small cap value · US
2 cartas · Q3 2025 → Q4 2025

Third Avenue Value Fund

Third Avenue Management · Long only value · Global
2 cartas · Q4 2025 → Q1 2026

Third Point LLC — Third Point Offshore Fund, Ltd.

Daniel S. Loeb · Long short equity · Global · US
4 cartas · Q4 2024 → Q1 2026

TimesSquare U.S. Focus Growth Strategy

TimesSquare Capital Management, LLC · Long only growth · US
5 cartas · Q4 2024 → Q4 2025

TimesSquare U.S. Mid Cap Growth Strategy

TimesSquare Capital Management, LLC · Long only growth · US
2 cartas · Q1 2025 → Q2 2025

TimesSquare U.S. Small Cap Growth Strategy

· Long only growth · US
4 cartas · Q1 2025 → Q4 2025

TMR Capital LLC

· Long short equity · US · Global
1 cartas · Q4 2024

Tourlite Capital Management

Jeffrey G. Cherkin · Long short equity · US
4 cartas · Q4 2024 → Q4 2025

Tsai Capital Growth Equity Strategy

Christopher Tsai · Concentrated quality · US · Canada
2 cartas · Q4 2024 → Q4 2025

Turtle Creek Equity Fund

· Concentrated quality · US · Canada
3 cartas · Q4 2024 → Q1 2026

Upslope Capital Management, LLC

George K. Livadas · Long short equity · US · Global
7 cartas · Q4 2024 → Q2 2026

Vision Capital Fund

Eugene Ng · Long only growth · Global
5 cartas · Q1 2025 → Q2 2026

Vltava Fund SICAV plc

Daniel Gladiš · Long only quality value · UK · US
7 cartas · Q4 2024 → Q2 2026

Voss Capital

Travis Cocke · Long short equity · US
6 cartas · Q4 2024 → Q1 2026

Voya MI Dynamic Small Cap Fund

Russell Shtern, CFA · Small cap value · US
2 cartas · Q3 2025 → Q1 2026

Voya MidCap Opportunities Fund

Kristy Finnegan · Long only growth · US
3 cartas · Q4 2025 → Q2 2026

Vulcan Value Partners

C.T. Fitzpatrick · Long only quality value · US · Global
6 cartas · Q4 2024 → Q1 2026

Wasatch Core Growth Fund

Paul Lambert · Long only growth · US
1 cartas · Q2 2025

Wasatch Global Select Strategy

Mick Rasmussen · Long only growth · Global
1 cartas · Q4 2025

Wasatch Long/Short Alpha Fund

Mick Rasmussen · Long short equity · US
1 cartas · Q4 2024

Wasatch Micro Cap Fund

Ken Korngiebel · Long only growth · US
2 cartas · Q1 2025 → Q3 2025

Wasatch Small Cap Growth Fund

Ryan Snow · Long only growth · US
1 cartas · Q3 2025

Wasatch Small Cap Growth Strategy

Ryan Snow · Long only growth · US
3 cartas · Q4 2024 → Q4 2025

Wasatch U.S. Select Strategy

Mike Valentine · Long only growth · US
1 cartas · Q1 2025

Wedgewood Partners — Large Cap Focused Growth Composite

David A. Rolfe · Large cap growth · US
7 cartas · Q4 2024 → Q2 2026

Weitz Large Cap Equity Fund

Brad Hinton · Large cap value · US
1 cartas · Q1 2026

Weitz Multi Cap Equity Fund

Wally Weitz · Long only value · US
2 cartas · Q4 2024 → Q1 2025

Weitz Partners III Opportunity Fund

Wally Weitz · Long short equity · US
1 cartas · Q4 2024

White Brook Capital, LLC

Basil Alsikafi · Long only value · US
1 cartas · Q4 2024

White Brook Capital, LLC

Basil F. Alsikafi · Concentrated value · US
2 cartas · Q3 2025 → Q1 2026

White Falcon Capital Management

Balkar Sivia · Long only quality value · Global
4 cartas · Q4 2024 → Q1 2026

Zeno Investment Fund

Zeno Equity Partners LLP · Concentrated quality · Global · EM · US
1 cartas · Q1 2026