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
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 22, 2026 | Third Avenue Value Fund | 7.2% | 7.2% | 1 HK, 5726.T, HOG, RHI, TDW, VAL | Consolidation, energy, Geopolitical, global, Iran, Offshore, small cap, value | RHI HOG |
View | |
| 2023 Q4 | Dec 31, 2023 | Apis Deep Value Fund | 3.1% | 2.2% | 4046.T, 5726.T, EDAP | aerospace, global, healthcare, Japan, materials, small caps, technology, value | Osaka Soda produces silica gel beads crucial for chromatography in manufacturing GLP-1 drugs like Wegovy, Ozempic, and Mounjaro. The company holds over 50% market share globally with only two known competitors. The GLP-1 market is expected to surge from $28bn to over $100bn by 2030. | EDAP 5726.T 4046.T |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Apis Deep Value Fund | Osaka Titanium | Materials | Steel | Bull | Tokyo Stock Exchange | Aerospace, Aircraft Manufacturing, Cyclical, duopoly, Japan, materials, Pricing power, supply chain, Titanium, Value | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||