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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 25, 2026 | Wasatch Micro Cap Fund | -3.2% | -3.2% | CDNL, EZPW, LINC, RDVT, UTI, VITL, WLDN | AI, Education, gold, infrastructure, Micro-Cap, software | WLDN VITL RDVT CDNL EZPW UTI LINC |
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| 2025 Q1 | Mar 31, 2025 | Wasatch Micro Cap Fund | -16.6% | -16.6% | ADUS, BOW, COCO, ESQR, EZPW, GCMG, GDYN, HCI, LMB, MAMA, PNTG, WEAV, XPOF | Biotechnology, Concentration, financials, healthcare, insurance, Micro Cap, value | The Fund's overweight to the financials sector was a large contributor to performance relative to the benchmark. The Fund held several insurance companies whose stocks were higher after announcing strong operating results, including HCI Group providing homeowners insurance in Florida and Bowhead Specialty Holdings focused on casualty and professional liability insurance. | ADUS XPOF WEAV EZPW BOW HCI |
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| 2025 Q4 | Jan 22, 2026 | Wasatch Micro Cap Fund | 1.9% | 4.8% | ADUS, AXGN, BLZE, CLMB, COCO, CSTL, ESQR, EZPW, MAMA, RDVT, SXI, TATT, VECO, VITL | Biotechnology, growth, healthcare, Microcap, profitability, Quality, underperformance | The fund focuses on high-growth, high-quality companies with differentiated business models, avoiding the low-quality market rally that dominated 2025. The managers emphasize companies with strong fundamentals gauged by cash flow and earnings, believing these will ultimately be rewarded as the market returns to favoring profitability. Healthcare sector, particularly biotechnology and pharmaceutical companies in early research and development stages, dominated benchmark returns. The fund had no exposure to this area due to focus on profitable companies, which weighed on relative performance as many biotech companies are years away from turning a profit. | CLMB CSTL MAMA AXGN |
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| 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 |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Blue Tower Asset Management | EZCORP | Consumer Discretionary | Consumer Finance | Neutral | NASDAQ | consumer finance, Counter-cyclical, Margin Improvement, pawn lending, trading strategy, turnaround, undervalued, Volatility | View Pitch |
| Apr 28, 2026 | Fund Letters | Wasatch Micro Cap Fund | EZCORP, Inc. | Credit Services | Consumer Finance | Bull | NASDAQ | Alternative credit, Collateral lending, consumer finance, gold prices, Inflation beneficiary, Jewelry scrapping, Pawn Services | View Pitch |
| Apr 13, 2026 | Fund Letters | Wasatch Micro Cap Fund | EZCORP, Inc. | Consumer Discretionary | Consumer Finance | Bull | NASDAQ | Balance sheet restructuring, Consumer credit, convertible notes, Counter-cyclical, defensive stock, Latin America, Pawn Services | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Investor Overview | EZCORP, Inc. | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Veltri Capital Insights | EZCORP Incorporated | Financials | Credit Services | Bull | NASDAQ | — | 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. | ||||||||