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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, Alpha Wealth Funds - The Insiders Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"The manager has concentrated capital into tech giants like Alphabet and AMD while cutting biotech exposure, ending the period 95% invested in a supportive 'goldilocks' environment."
The Insiders Fund, LP ended June 2025 up ~5.27%, with YTD returns reaching ~8-9%. Outperforming the S&P 500's downside volatility, the fund has rotated significantly into tech (Alphabet, AMD, Applied Materials) and reduced healthcare sector exposure due to anticipated policy headwinds from DOGE and HHS. Major positions in Energy Transfer and AppFolio highlight the fund's strategy of navigating tariff risks. The fund remains 95% invested, pointing to lower interest rates and priced-in geopolitical risks as supportive factors for a continuation of the market's bullish trend.
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