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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 30, 2025 | Invesco Discovery Fund | -12.2% | -12.2% | 1ITCI IM, ALAB, BBIO, COOP, EMBR3 BZ, EVR, FRPT, LITE, PSN, RKLB, WAY | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Artisan Partners Small Cap Fund | 9.0% | 14.0% | ARGX, BL, CCCS, ELF, FRPT, HALO, IPGP, LSCC, MPWR, MYRG, PCOR, RGEN, SHLS, SMAR, VMI | - | View | ||
| 2025 Q1 | Mar 31, 2025 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | -9.6% | -9.6% | ACVA, ADUS, AZEK, BFAM, BJ, BOOT, CBLL, CHEF, CWST, DAWN, ERJ, FORM, FROG, FRPT, HLNE, INR, INSM, ITCI, KTOS, MGY, MVBF, PAY, PI, RRX, SLNO, TTEK, VERX, VRNA, VVV, WHD | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Artisan Partners Small Cap Fund | 9.0% | 14.0% | ARGX, BL, ELF, FRPT, HALO, IPGP, LSCC, MYRG, NQG GR, NTBL, PCOR, SHLS, SMAR, VMI, WING | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Wasatch Long/Short Alpha Fund | -7.3% | - | FN, FOUR, FRPT, INSP, MEDP, OPEN, SG | AI, Quality, Shorting, small caps, Speculation | The fund declined as speculative, unprofitable small caps surged on AI and quantum themes. Managers describe the market as highly euphoric, reminiscent of 202021. They are adding shorts in overpriced speculative names while holding quality long positions like Fabrinet and Medpace, expecting normalization when fundamentals matter again. | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Seeking Alpha | Daniel Mellado | Freshpet, Inc. | Consumer Staples | Packaged Foods | Neutral | 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. | ||||||||