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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 7, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, CCRN, CTEK, DAIO, ENVX, LRCX, MTRX, PESI, PSSR, QRHC, RELL, RSSS, SNES | concentrated, Cyclical, Fundamental Analysis, small caps, Turnarounds, value | Manager focuses exclusively on small companies that are barely included in any indices, using fundamental analysis to evaluate financial statements and corporate strategies. The concentrated approach targets well-researched small companies offering compelling opportunities for high returns through long-term cash earnings analysis. | View | |
| 2023 Q3 | Oct 31, 2023 | Long Cast Advisers | 6.0% | 16.0% | AIM, CCRD, DAIO, MAMA, MTRX, PDEX, QHRC, RELL, RSSS, SANW, SNES, SOTK | Concentration, Manufacturing, Medical Devices, Quality, small caps, value | Manager focuses exclusively on small company investing with a research-intensive approach. Portfolio consists of small, customer-centric companies run by smart, humble managers who iterate towards better solutions. Small caps are currently discounted due to rising rates as they have more vulnerabilities than larger companies. | SOTK PDEX |
View |
| 2023 Q1 | Aug 5, 2023 | Long Cast Advisers | 6.0% | 16.0% | CCRD, CCRN, DAIO, ENVX, MTRX, PESI, SOTK, TBTC | Construction, energy, nuclear, small cap, turnaround, value | PESI operates one of only three DOE-licensed facilities for low-level nuclear waste treatment. The company has potential to significantly expand through processing Hanford cleanup waste via grouting at their Northwest facility, with regulatory approvals received in early 2023. | MTRX PESI |
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| 2023 Q2 | Jun 30, 2023 | Long Cast Advisers | 6.0% | 16.0% | CCRD, DAIO, ENVX, MMMB, MTRX, PESI, RELL, SIFY | Concentration, small caps, value | View | ||
| 2023 Q4 | Feb 13, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, DAIO, MAMA, MTRX, PDEX, QHRC, RELL, RSSS, SOTK | Concentration, Manufacturing, Medical Devices, small caps, value | PDEX operates as a contract manufacturer in the medical device space, producing battery-powered handheld drivers for surgeons. The company has doubled its manufacturing capacity and secured a large order doubling its backlog to $41M, suggesting strong growth potential for FY24. | SOTK PDEX |
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| 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. | ||||||||