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Turnaround
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 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 | Oct 9, 2025 |
Heartland Value Fund Will Nasgovitz
|
View | Turnaround, Value, Small Caps, M&A, Food | CVGW, PBPB, XRAY | Food, Mergers and acquisitions, small caps, turnaround, Value Investing |
| 2025 Q2 | Aug 1, 2025 |
AGT Partners Gregory See
|
View | Turnaround, Energy, Quality | - | Balance Sheet Repair, earnings growth, Energy Cycle, Gearing, turnaround |
| 2024 Q4 | Apr 2, 2025 |
AGT Partners Gregory See
|
View | Turnaround, Value, Concentration | - | Concentration, insider buying, ROE Expansion, turnaround, Valuation discipline |