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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 2, 2024 | Alger Small Cap Focus Fund | 6.4% | 5.9% | AGYS, CABA, KRUS, NTRA, RGEN, WING | - | View | ||
| 2025 Q2 | Aug 19, 2025 | Prosper Stars & Stripes | 9.6% | -0.8% | AGYS, AZTA, EXPO, FTAI, HELE, KRMN, MGNI, PACK, SPHR, TATT, TKNO | alpha, Long/Short, risk control, stock selection, volatility | The letter discusses navigating volatility through disciplined long/short equity exposure amid tariff shocks, recession fears, and rapid market reversals. Management emphasizes risk control, flexible net exposure, and stock selection as drivers of alpha. The approach seeks consistent compounding regardless of market direction. | View | |
| 2025 Q2 | Jul 22, 2025 | Conestoga Small Cap Composite | 4.8% | -7.1% | AAON, AGYS, BFAM, CWAN, DSGX, ESE, EXPO, FSS, JBTM, MMSI, NEOG, RBC, ROAD, SLP | Beta, earnings, growth, Quality, small caps | The commentary highlights the challenges of conservative growth investing during periods dominated by low-quality, high-beta stock rallies. Management maintains focus on profitable small-cap companies with strong balance sheets and recurring revenues. Small-cap growth is positioned to benefit as fundamentals reassert importance over speculation. | SLP KIDS SSTI ERII HLMN MEG ROAD WLDN PL |
View |
| 2025 Q2 | Jul 21, 2025 | Wasatch Micro Cap Fund | 12.6% | - | AGYS, AXGN, GDYN, LMB, ROAD, WEAV | earnings growth, growth, innovation, Market cycles, Micro-Cap | The letter focuses on high-growth micro-cap companies with differentiated models and strong management teams. A risk-on environment favored lower-quality peers, creating relative underperformance. The fund remains focused on long-term growth rather than short-term style rotations. | GDYN AGYS ROAD LMB |
View |
| 2025 Q2 | Jul 21, 2025 | Wasatch Small Cap Growth Strategy | - | - | AGYS, BRBR, CWAN, FN, GSHD, NVMI | earnings momentum, free cash flow, growth, Quality, small cap | The strategy emphasizes high-quality small-cap growth companies with proven earnings momentum. Short-term headwinds from tariffs and speculative trading masked underlying business strength. Long-term confidence remains anchored in fundamentals and free cash flow generation. | GSHD |
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| 2025 Q2 | Jul 1, 2025 | Langdon Global Smaller Companies | 10.5% | 10.5% | AGYS, AND CN, ATG LN, FEVR LN | buyouts, compounders, healthcare, industrials, software | Global small-cap leaders in industrials, software, and healthcare continued to compound value through secular niche dominance and disciplined capital allocation. The portfolio benefited from take-private activity, recurring-revenue models, and consolidation trends in fragmented markets. Compounders remain a durable theme as select smaller companies grow free cash flow predictably across cycles. | View | |
| 2024 Q1 | Apr 15, 2024 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | AGYS, CWAN, FIVN, HQY, MEDP, NEOG, NVMI, YETI | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Conestoga Small Cap Composite | 10.1% | 7.8% | AGYS, ALTR, DH, EXPO, LMAT, MMSI, MODN, MSA, MSTR, PYCR, SITE, SLP, SMCI, SPXC, SSD, STVN, TREX, ULS | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Alger Mid Cap Focus Fund | 4.6% | 18.7% | 1732020D, AGYS, AYX, BSY, NTRA, PANW | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Alger Small Cap Focus Fund | -21.8% | -21.8% | AGYS, FTAI, GWRE, NARI, WGS, XMTR | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Alger Weatherbie Specialized Growth Fund | -19.5% | -19.5% | AGYS, PGNY, PLMR, SMTC, UPST, VSEC | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Wasatch Small Cap Growth Strategy | - | - | AGYS, BROS, FRPT, GLOB, ITCI, RBC | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Wasatch Long/Short Alpha Fund | - | - | AGYS, BROS, FRPT, GLOB, ITCI, RBC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Ken Korngiebel | Agilysys, Inc. | Information Technology | Software | Bull | NASDAQ | contrarian, Execution Issues, Hospitality Software, Management Meeting, market share | View Pitch |
| Nov 29, 2025 | Fund Letters | Greg Dean | Agilysys, Inc. | Information Technology | Application Software | Bull | NASDAQ | cloud, hospitality, recurring revenue, SaaS, vertical software | View Pitch |
| Oct 29, 2025 | Seeking Alpha | Seeking Alpha | Agilysys, Inc. | Software - Application | Neutral | adjusted EBITDA, Agilysys, cross-sell potential, Enterprise software, Gross margin, hospitality industry, Marriott deal, Revenue Growth, travel sector risks, valuation multiples | 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. | ||||||||