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 |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Jan 20, 2024 | Blue Tower Asset Management | 8.8% | 0.0% | AAPL, EBIX, EZPW, GCAP.L, MASI, SBRCY | global, Retrospective, Russia, Sanctions, value | TCS Group came under blocking sanctions from the US in the 2nd half of 2023 when it was added to the SDN list. The fund will likely be unable to exit any Russian investments until there is a bilateral ceasefire in Ukraine and a mutual easing of sanctions. Sanctions have frozen Russian investments, leading to high levels of dispersion among accounts in the composite. | EBIX EZPW CGEO.L SBER.ME CNR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Blue Tower Asset Management | Ebix | Information Technology | Software | Bull | NASDAQ | Bankruptcy, Contrarian Investing, Insurance Technology, Regulatory Investigation, Share Buybacks, short-seller attacks, Software, Timing | 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. | ||||||||