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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 Insiders Fund targets insider-validated opportunities across five structural themes: semiconductors, AI automation, onshoring, defense, and healthcare demographics."
The Insiders Fund lost 7.14% in Q1 2026, primarily due to Iran war-induced volatility, while maintaining focus on five structural investment themes. The fund's strategy targets insider-validated opportunities across domestic semiconductor capacity, AI-enabled automation, economic onshoring, defense manufacturing, and healthcare demographics. Key positions include Alphabet as the largest holding despite 10% quarterly decline, Energy Transfer benefiting from AI data center power demands, and Rockwell Automation capitalizing on factory digitization trends. The successful Intel trade generated 133% annualized returns before exit. Boeing gained 6.27% despite war headwinds, positioned for defense contract wins and potential China aircraft deals. Healthcare holdings like Abbott and DexCom target aging population opportunities and diabetes market expansion. The manager replaced consumer positions with defense and healthcare names following insider buying signals. Portfolio remains 100% long with selective additions through naked puts on insider-purchased names. Outlook remains cautious given geopolitical risks and mega-IPO supply concerns, though Fed rate cuts and Trump administration policies may provide support.
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