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Long/Short
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 2, 2025 |
LRT Capital Management Lukasz Tomicki
|
View | Valuation, Quality, Long/Short | ABG, CAAP, CCI, CHE, CHTR, CIGI, CM, DRI, FN, GPI, IESC, PBR, RLI, SNEX, SSD, TD, TRV, TTC, UNH, XOM | Hedges, Long/Short, Quality, Shiller PE, small caps |
| 2025 Q3 | Oct 2, 2025 |
Militia Capital David Orr
|
View | Shorting, Long/Short, Risk | - | Gross Leverage, Long/Short, risk management, Short Interest, small caps |
| 2025 Q2 | Jul 21, 2025 |
Wasatch Long/Short Alpha Fund Mick Rasmussen
|
View | Quality Growth, Long/Short | FN, GWRE, HQY, INSP, NSA, RKLB, SG, SKY | Defensive, Long/Short, Quality, valuation |