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 | Dec 5, 2025 | Desert Lion Capital | - | 13.4% | ACS SJ, ARA SJ, ART SJ, LEW SJ | discount rates, earnings, SmallCaps, SouthAfrica, valuation | The manager stresses extreme undervaluation across South African small and mid-caps despite strong earnings growth and healthy balance sheets. Lower discount rates, rising capital flows, and company-specific execution create a disconnect between fundamentals and prices. The letter argues that deep-value opportunities can re-rate meaningfully as liquidity returns. | LEW SJ ARA SJ ART SJ ACS SJ |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Rudi van Niekerk | Acsion Limited | Real Estate | Real Estate Development | Bull | New York Stock Exchange | buybacks, development, Insiders, Real Estate, 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. | ||||||||