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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 12, 2025 | Alpha Wealth Funds – The Insiders Fund | - | - | ADBE, APPF, COP, CYH, DVN, ET, GRAL, INBX, LLY, LULU, LUV, MPLX, MSCI, MSFT, ROK, SNBR, ZBRA | Automation, concentrated, energy, healthcare, insider buying, tariffs, technology | The fund is significantly impacted by Trump tariff policies, with the manager reducing exposure to manufacturing or sales in China. The tariff regime is described as expansive with few places to hide, forcing portfolio adjustments across multiple positions. | INBX ROK ZBRA APPF ADBE MSCI ET GRAL |
View |
| 2024 Q4 | Dec 31, 2024 | BlackRock Innovation And Growth Term Trust | 1.0% | - | AAXN, CSGP, CYH, DKNG, FND, FOXF, GDRX, LMCA, SAIA, TPG, TW, VRT | AI, growth, innovation, Options, private equity, SMID Cap, technology | BlackRock sees AI as a broadening dynamic with attractive risk-reward potential among AI-exposed companies across semiconductors, software and digital advertising. They identify emerging opportunities in datacenter-related businesses operating in optical equipment, connectivity solutions, and application specific chips. | View | |
| 2023 Q3 | Nov 22, 2023 | Livello Capital | 0.0% | 0.0% | CINE.L, CYH, RAD, VST | Bankruptcy, credit, Defaults, distressed, high yield, rates, Recession | Default activity continues to pick up with October seeing the greatest number of defaults in three years. Year-to-date default activity of $75.6bn already ranks as the fourth largest annual total on record. The combined par amount outstanding of distressed bonds and leveraged loans rose by $29.6bn to finish at $214.5bn. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||