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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Far View Capital Management. This analysis is provided for institutional research purposes only and is not investment advice.
"Far View returned +0.91% in H1 2026, benefiting from Westwing's turnaround and UNFI's cyberattack recovery, offset by Sanuwave's wound-care market disruption and Russell 2000 removal. The manager established a mid-sized position in Upsales Technology AB at a double-digit free cash flow yield after a demerger revealed hidden 35%+ EBITDA margin profitability."
Far View Partners generated a net return of +0.91% in H1 2026, comprised of -4.01% in Q1 and +5.13% in Q2, bringing since-inception returns to +93.27% with a 4.49% CAGR. Performance benefited from strong results at Westwing, continued recovery at United Natural Foods following a cyberattack, and a private investment in Ingenuity. These gains were offset by substantial losses in Sanuwave, where CMS audit-driven disruptions in the wound-care market led to a guidance cut coinciding with Russell 2000 removal, and setbacks at Lifecore Biomedical due to customer shifts and product delays. The manager established a new position in Upsales Technology AB, a Swedish CRM software provider, after identifying that a planned demerger of its AI subsidiary had obscured the core business's profitability inflection to 35%+ EBITDA margins. Acquired at a double-digit free cash flow yield, the position was built to mid-sized after extensive diligence confirmed durable competitive advantages. Despite momentum-driven markets favoring recent winners, the manager remains committed to finding overlooked companies through deep research and patient capital deployment, maintaining full investment with currency hedges at quarter-end.
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