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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, Upslope Capital Management. This analysis is provided for institutional research purposes only and is not investment advice.
"Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs like BAH and HSIC amid high macro and geopolitical risks."
Upslope Capital Management delivered +2.0% net return in Q4 2025 and +14.8% for FY 2025, outperforming the S&P Midcap 400 ETF. The manager notes that widespread gambling and AI-driven workflows are accelerating market speeds, creating long-term opportunities for detail-oriented stock pickers. Gross exposure is elevated at 174% (due to hedges in Alphabet and Intel) with a cautious 40% net beta-adjusted exposure. Significant portfolio activity includes new or expanded positions in Booz Allen Hamilton (BAH), Crown Holdings (CCK), Fanuc (6954.T), and Henry Schein (HSIC), alongside complete exits from Chemring and West Pharmaceutical.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
Growth Outlook
Market outlook remains moderate conviction: Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
Risk Appetite
Risk appetite posture is moderate conviction: Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
Forward Guidance
Forward guidance signal: Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
Language Signal
Tone analysis indicates above average conviction language: Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
Perceived Risk
Perceived risk level is evaluated as high conviction. Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
Opportunity Density
Opportunity density index indicates above average conviction actionable entry points. Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
Time Horizon
Investment time horizon reflects a above average conviction orientation. Upslope delivered a strong +14.8% net return in FY 2025, beating its benchmark. The fund is running a cautious 40% net exposure and selectively adding out-of-favor tactical longs l...
