Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 27, 2026Fund LettersCedar Creek PartnersEXCE Exco Resources Oil & Gas E&POil & Gas Exploration & Production Bull -deep value, energy, Expert Market, Fairfax, illiquid, natural gas, Oil & Gas E&P, PV-10 Valuation, Reserve Development
Jul 27, 2026Fund LettersPM Capital Australian Companies FundCSL.AX CSL Limited BiotechnologyBiotechnology Bull Australian Securities ExchangeAustralia, biotechnology, healthcare, leadership transition, M&A Integration, Plasma Therapies, turnaround, Value
Jul 27, 2026Fund LettersPM Capital Australian Companies FundCGF.AX Challenger Limited Insurance - LifeAsset Management & Custody Banks Bull Australian Securities ExchangeAnnuities, asset management, Australia, demographic trends, financials, market leader, Regulatory Tailwind, retirement income
Jul 27, 2026Fund LettersPM Capital Australian Companies Fund- Capstone Copper Specialty ChemicalsCopper Bull Australian Securities ExchangeChile, Commodities, Copper, Cyclical, Labor disputes, materials, Mining, turnaround
Jul 27, 2026Fund LettersSpheria Global Opportunities FundSTO.AX Santos Ltd Oil & Gas E&POil & Gas Exploration & Production Bull Australian Securities ExchangeAsia-Pacific, Australia, Energy security, Free Cash Flow, LNG, Oil & Gas, production growth, shareholder returns, Value
Jul 27, 2026Fund LettersSpheria Global Opportunities FundSN SharkNinja, Inc. Furnishings, Fixtures & AppliancesHousehold Appliances Bull New York Stock ExchangeConsumer Discretionary, direct-to-consumer, e-commerce, high-ROIC, household appliances, innovation, market share gains, Share Buyback, US consumer
Jul 27, 2026Fund Lettersabrdn U.S. Small Cap Equity FundUTI Universal Technical Institute, Inc. Education & Training ServicesSpecialized Consumer Services Bull New York Stock ExchangeAutomotive training, For-Profit Education, Healthcare Training, Labor shortage, Skilled labor, Technical Training, Vocational Education, Workforce Development
Jul 27, 2026Fund Lettersabrdn U.S. Small Cap Equity FundTVTX Travere Therapeutics, Inc. BiotechnologyBiotechnology Bull NASDAQbiotechnology, Kidney Disorders, Label Expansion, Metabolic Disorders, Orphan drugs, pipeline development, rare diseases, Specialty pharma
Jul 27, 2026Fund Lettersabrdn U.S. Small Cap Equity FundBLBD Blue Bird Corporation Farm & Heavy Construction MachineryConstruction Machinery & Heavy Trucks Bull NASDAQAlternative Fuel, commercial vehicles, Electric Vehicles, Electrification, Fleet Modernization, Replacement Demand, School Buses, Transportation equipment
Jul 27, 2026Fund Lettersabrdn U.S. Small Cap Equity FundCOHU Cohu, Inc. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAI infrastructure, Cyclical Recovery, data center, High-Bandwidth Memory, high-performance computing, Inspection Equipment, semiconductor equipment, Testing Equipment
Jul 27, 2026Fund Lettersabrdn U.S. Small Cap Equity FundMTRN Materion Corporation Other Industrial Metals & MiningSpecialty Chemicals Bull New York Stock Exchangeadvanced materials, Aerospace, Defense, high-performance materials, Multi-Industry Exposure, semiconductors, specialty chemicals
Jul 27, 2026Fund Lettersabrdn U.S. Small Cap Equity FundFROG JFrog Ltd. Software - ApplicationApplication Software Bull NASDAQAI-driven Coding, Application Software, Artificial Intelligence, Developer Tools, Devops, SaaS, software platform, technology
Jul 27, 2026Fund LettersLakehouse Global Growth FundWK Workiva Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI agents, Application Software, CFO Platform, Compliance, Enterprise software, Equity, ESG, Financial Reporting, growth, SaaS
Jul 27, 2026Fund LettersLakehouse Global Growth FundADYEN.AS Adyen N.V. Software - InfrastructureTransaction & Payment Processing Services Bull -AI companies, Customer loyalty, Equity, Fintech, growth, Netherlands, payment processing, Single Platform, Unified Commerce, Usage-Based Billing
Jul 27, 2026Fund LettersLakehouse Global Growth FundMELI MercadoLibre Inc. Internet RetailInternet & Direct Marketing Retail Bull NASDAQdigital payments, e-commerce, Emerging markets, Equity, Fintech, growth, Latin America, marketplace, Reinvestment, Underbanked
Jul 27, 2026Fund LettersLakehouse Global Growth FundV Visa Inc. Credit ServicesTransaction & Payment Processing Services Bull New York Stock Exchangedigital payments, Equity, financial technology, Fraud Protection, growth, payment processing, stablecoins, Transaction Network, value-added services
Jul 27, 2026Fund LettersLakehouse Global Growth FundVEEV Veeva Systems Inc. Health Information ServicesHealth Care Technology Bull New York Stock ExchangeAI agents, Clinical trials, Equity, growth, Health Care Technology, life sciences, Mission-Critical Software, Pharmaceutical, regulatory compliance, SaaS
Jul 27, 2026Fund LettersLakehouse Global Growth FundGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQAI infrastructure, Cloud computing, digital advertising, Equity, growth, hyperscaler, Interactive Media, search engine, semiconductors, TPU Hardware
Jul 27, 2026Fund LettersUnconventional ValueMNTN MNTN Software - ApplicationInteractive Media & Services Bull NASDAQadtech, AI, Connected tv, CTV Advertising, Net Expansion, platform, Post-IPO, SaaS, SMB, Value
Jul 27, 2026Fund LettersUnconventional ValueRELY Remitly Global Software - InfrastructureTransaction & Payment Processing Services Bull NASDAQCross Border Payments, Digital Native, Fintech, growth, market share gains, operating leverage, Remittances, stablecoins

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: