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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 2, 2025 | Night Watch Investment Management | 4.2% | 25.9% | 5842 JP, BKD, WDC | healthcare, Japan, private equity, small caps, value | The letter centers on global value investing with identifiable catalysts, insider ownership, and unique names to drive rerating potential. The manager is increasingly cautious on U.S. equities due to valuation and policy risks, while finding opportunities in Europe and Asia. Catalysts and governance reforms are viewed as key drivers of upside. | 5842 JP WDC US BKD US |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Roderick van Zuylen | Integral KK | Financials | Private Equity | Bull | NYSE | AUM growth, Governance, Japan, private equity, shareholder alignment, Transparency, valuation | 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. | ||||||||