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Special Situations
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 4, 2025 |
Symphony International Holdings Limited Georges Gagnebin
|
View | Special Situations | - | alignment, Governance, portfolio sales, realisation, tariffs |
| 2025 Q3 | Oct 9, 2025 |
Kingdom Capital Advisors David Bastian
|
View | Special Situations, Turnaround, Value, Discipline | AIV, AKA, FGF, GCO, HRBR, MAGN, NLOP, UNFI, UNTC, VNTRF, WW | cash flow, special situations, tariffs, turnaround, Value Investing |
| 2025 Q3 | Nov 11, 2025 |
AMG GW&K Small Cap Core Fund Daniel L. Miller
|
View | Special Situations | - | cash flow, earnings, fundamentals, small caps, volatility |
| 2025 Q3 | Oct 20, 2025 |
Arquitos Capital Management Steven L. Kiel
|
View | Special Situations, Small Caps, Technology | ENDI, FNCH, LQDA | Biotechnology, FDA, healthcare, Litigation, small caps |
| 2025 Q3 | Nov 21, 2025 | View | Special Situations | - | dividends, income, Options, volatility, Yield | |
| 2025 Q3 | Oct 28, 2025 |
Harvest Lane Asset Management Luke Cummings
|
View | Special Situations | - | Corporate Actions, Event-Driven, M&A, Merger Arbitrage, Risk Arbitrage |
| 2025 Q3 | Nov 19, 2025 |
Steyn Capital FR Retail Hedge Fund André Steyn
|
View | Special Situations | GLEN LN, JSE SJ, PRX NA | arbitrage, commodities, reforms, SAInc, valuation |
| 2025 Q3 | Nov 10, 2025 |
Mott Capital Management Thematic Growth Portfolio Michael J. Kramer
|
View | Special Situations | - | AI spending, Capex, cash flow, mega-cap tech, Rotation |
| 2025 Q3 | Oct 29, 2025 |
Olesen Value Fund Christian Olesen
|
View | Special Situations, Value, Small Caps, Contrarian, Arbitrage | JPM, MN, VTU, WHZT | arbitrage, contrarian, small caps, special situations, Value Investing |