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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 13, 2026 | AMG GW&K Small Cap Core Fund | 0.0% | 0.0% | AEIS, ALGM, ARQT, AVNT, FWRG, HLI, IDA, MTSI, RBC, SF, STRL, UTZ, VCYT, VIAV | energy, healthcare, industrials, small caps, technology, value | View | ||
| 2023 Q4 | Dec 31, 2023 | NCG Micro Cap Growth Strategy | 9.5% | 10.2% | ACVA, ALKT, AUGX, CCS, CSTL, DCBO, ENFN, FWRG, PDFS, SEMR, TNDM, VCYT | Fed Pivot, growth, healthcare, Microcap, Quality, small caps, technology | Healthcare holdings drove much of the underperformance across all strategies in 2023, primarily due to investor perception that GLP-1 drug benefits will reduce medical interventions. Many healthcare companies began recovering in Q4 and the manager believes in long-term growth fundamentals. | ENFN VCYT PDFS SEMR ALKT CCCS FWRG AUGX ACVA DCBO CSTL TNDM |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | NCG Micro Cap Growth Strategy | First Watch Restaurant Group | Consumer Discretionary | Hotels, Restaurants & Leisure | Bull | NASDAQ | Daytime dining, Fresh Ingredients, Geographic Expansion, Restaurant Chain, Service Quality, Unit economics | View Pitch |
| Jan 8, 2026 | Value Investors Club | anonymouscashflow | First Watch Restaurant Group, Inc. | Consumer Discretionary | Restaurants | Bear | New York Stock Exchange | Consumer services, Daytime dining, Foodservice operations, hospitality, Restaurants | 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. | ||||||||