Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
SmallCaps
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 |
Forager International Shares Fund Steve Johnson
|
View | Japan, SmallCaps, Reform | 4194 JP, 5038 JP, CRH, FI, FIX, INCH LN, NUTX, ZEG LN | Digitization, Governance, Japan, Reform, SmallCaps |
| 2025 Q3 | Oct 9, 2025 |
FAM Small Cap Fund John Fox
|
View | SmallCaps, RealEstate, Waste | CWST, NOMD | Compounding, industrials, Quality, SmallCaps, Waste |
| 2025 Q3 | Oct 20, 2025 |
Immersion Investment Partners David Polansky
|
View | Concentration, SmallCaps, Catalysts | CELH, MAMA | Consumer Brands, EBITDA, M&A, Small Cap Equities, Software Analytics |
| 2025 Q3 | Oct 8, 2025 |
Compound Everyday Capital Management LLP Sumit Sarda
|
View | Quality, Compounding, SmallCaps | - | Compounding, Franchises, Quality, SmallCaps, volatility |
| 2025 Q3 | Sep 30, 2025 |
Peapack Private Matthew P.Remo
|
View | AI, SmallCaps, Abundance | - | Artificial Intelligence, fiscal stimulus, Inflation Risk, productivity, small caps |
| 2025 Q3 | Oct 9, 2025 |
Forager Australian Shares Fund Steve Johnson
|
View | Gold, Discipline, SmallCaps | CCL AU, CTD AU, HPG AU, IEL AU, PPE AU | Discipline, gold, Process, SmallCaps, valuation |
| 2025 Q2 | Jul 25, 2025 |
Third Avenue Small-Cap Value Fund Vic Cunningham
|
View | SmallCaps | CTLP, SUPN, VC | Balance Sheets, Buybacks, M&A, small caps, valuation |
| 2025 Q2 | Jun 30, 2025 |
Ennismore European Smaller Companies Fund Margaret Webb
|
View | SmallCaps | COST LN, WTB LN | Europe, Idiosyncratic, small caps, stock selection, valuation |
| 2025 Q2 | Aug 7, 2025 |
NCG Small Cap Growth Strategy Tom Press
|
View | SmallCaps | - | growth, innovation, profitability, small caps, Valuation discipline |
| 2025 Q2 | Jul 22, 2025 |
Longleaf Partners Small-Cap Fund Ross Glotzbach
|
View | SmallCaps | BATRA, CUERVO* MM, OSCR, PCH, SAM, WEST | Balance Sheets, mispricing, small caps, value creation, volatility |
| 2025 Q2 | Jul 25, 2025 |
Baron Discovery Fund Andrew Peck
|
View | SmallCaps | ASIC, CWAN, INSP, KRMN, KTOS, MAC, MEG, RH, WYNN | early stage, innovation, long runway, small caps, volatility |
| 2025 Q2 | Jun 30, 2025 |
FMI Small Cap Equity Jonathan T. Bloom
|
View | SmallCaps | NSIT | alpha, earnings recovery, small caps, Valuations, volatility |
| 2025 Q2 | Jun 30, 2025 |
Riverwater Micro Opportunities Strategy Adam Peck
|
View | SmallCaps | ABEO, ARIS, LEU, TILE | fundamentals, liquidity, Microcaps, mispricing, small caps |
| 2025 Q2 | Jul 21, 2025 |
Miller Value Partners Deep Value Strategies Daniel Lysik
|
View | SmallCaps | GCI, JELD, NBR | deep value, Market Concentration, Mean reversion, small caps, Valuations |
| 2025 Q2 | Jul 30, 2025 |
Greystone Capital Adam Wilk
|
View | SmallCaps | APG, DR CN, KITS CN, NRP, SYZ CN | Compounding, Intrinsic Value, Patience, small caps, Valuations |
| 2025 Q2 | Jul 11, 2025 |
Heartland Value Fund Will Nasgovitz
|
View | SmallCaps | KWR, PLAB, XRAY | earnings growth, liquidity, small caps, stock selection, Valuation Discount |
| 2025 Q2 | Jul 27, 2025 |
Diamond Hill Small Cap Fund Chris Welch
|
View | SmallCaps | AEO, ASH, ASTH, ASUR, AZZ, CIVI, DCO, ENOV, FA, FBIN, GHM, LEU, NSP, PLOW, RRR, STRW, UTZ | alpha, industrials, Intrinsic Value, Resilience, small caps |
| 2025 Q2 | Jul 1, 2025 |
Protean Small Cap Carl Gustafsson
|
View | SmallCaps | ENITY SS, OSSD SS, SINCH SS, SNTIA NO | fundamentals, growth, Inefficiency, Nordics, small caps |
| 2025 Q2 | Jul 31, 2025 |
Northern Small Cap Value Fund Sridhar Kancharla
|
View | SmallCaps | - | Discipline, Mean reversion, profitability, small caps, value |
| 2025 Q2 | Jul 18, 2025 |
Mairs & Power – Small Cap Fund Andrew R. Adams
|
View | SmallCaps | AZEK, CGNX, HUBG, NEOG, RDNT, TECH, WK | fundamentals, Mean reversion, small caps, Valuation gap, volatility |
| 2025 Q2 | Jul 27, 2025 |
Hotchkis & Wiley Small Cap Value Fund Jim Miles
|
View | SmallCaps | - | cycle, fundamentals, Quality, SmallCaps, Valuation gap |
| 2025 Q2 | Jul 2, 2025 |
Royce Investment Partners Small Cap Francis Gannon
|
View | SmallCaps | - | Balance Sheets, M&A, Mean reversion, neglect, small caps |
| 2025 Q2 | Aug 5, 2025 |
Baron Small Cap Fund Cliff Greenberg
|
View | SmallCaps | - | earnings, Founders, growth, innovation, small caps |
| 2025 Q2 | Jul 22, 2025 |
Aristotle Small Cap Equity Fund Dave Adams
|
View | SmallCaps | ACIW, ALIT, BHLB, CHE, CMCO, DY, FLS, GRDN, IPAR, JBGS, MNRO, MTSI, SMG, TROX, VRRM | Balance Sheets, fundamentals, Inefficiency, small caps, Valuations |