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 Q2 | Jul 21, 2025 | Leaven Partners | 6.7% | 21.9% | 6930 JP, 7229 JP, 9479 JP, 9867 JP | dislocation, mispricing, Sentiment, valuation, volatility | The letter discusses how sharp macro-driven selloffs and rapid rebounds have created repeated valuation dislocations across equities. Management emphasizes that forced selling, policy uncertainty, and crowded positioning lead to prices diverging from intrinsic value. These dislocations are viewed as cyclical opportunities for disciplined investors willing to act against consensus. | 6930 JP 7229 JP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Brent Jackson | Nippon Antenna Co., Ltd. | Information Technology | Communications Equipment | Bull | New York Stock Exchange | Cost Controls, deep value, Japan, Net-Net, Overcapitalized Balance Sheet, turnaround | 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. | ||||||||