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Voss Value Fund's investment thesis on Academy Sports + Outdoors ($ASO) — Q1 2023 | Buyside Digest

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$ASONYSEAcademy Sports + Outdoors

BULL

Voss Value Fund—ASO

Fund Letter

Q1 2023

Published May 16, 2023

View Fund Profile

$47.87USD

+6.5% vs last month

$53.81Pitched

-11.0% since pitch

Market Cap$3.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Academy Sports and Outdoors is a premier retail business situated in high-migration southern states with superior store economics, where even underperforming locations match the competitor average. ASO's robust expansion...

— Travis Cocke

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Voss Value Offshore FundBULL

Pitched May 16, 2023

Academy Sports and Outdoors is a highly profitable sports retailer positioned in high-growth Southern states. The company possesses...

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