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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 21, 2025 | Wasatch Micro Cap Fund | 12.6% | - | AGYS, AXGN, GDYN, LMB, ROAD, WEAV | earnings growth, growth, innovation, Market cycles, Micro-Cap | The letter focuses on high-growth micro-cap companies with differentiated models and strong management teams. A risk-on environment favored lower-quality peers, creating relative underperformance. The fund remains focused on long-term growth rather than short-term style rotations. | GDYN AGYS ROAD LMB |
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| 2022 Q4 | Dec 31, 2022 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | CLB, GDYN, GKOS, MEG, PI, XMTR | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Baron Small Cap Fund | 9.6% | 14.5% | ASGN, DXCM, EWCZ, GDYN, GTLS, INSP, IT, NEOG, PLNT, TTD, VRT | - | View | ||
| 2025 Q3 | Nov 11, 2025 | Prosper Stars & Stripes | 9.8% | 8.6% | ARX, BRBR, GDYN, KLG, PKE, TATT | cyclicals, earnings, Recovery, small caps, Valuations | The letter emphasizes that small caps are positioned for a multi-year recovery as earnings trends broaden beyond AI-driven megacaps and benefit from monetary easing, fiscal stimulus, and depressed sentiment. The manager argues that small-cap valuations remain highly attractive after an extended underperformance cycle, with improving fundamentals expected in 2026 as earnings recover across cyclical sectors. Policy tailwinds, productivity gains, and stabilization in economic indicators reinforce the case for renewed small-cap leadership. | TATT |
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| 2022 Q3 | Sep 30, 2022 | Baron Small Cap Fund | 9.6% | 14.5% | AVNT, AXNX, AZPN, CAKE, CLVT, GDYN, HLLY, ICLR, IT, KNSL, MRCY, RPAY, TTD | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Baron Small Cap Fund | 9.6% | 14.5% | ASGN, CGNX, COLD, DRVN, GDYN, GTLS, IT, SHLS, SPT | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | CYBR, FIVE, GDYN, INSP, MEDP, PCTY | - | View | ||
| 2022 Q4 | Jan 3, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | BOOM, CYBR, FIVE, FOXF, GDYN, ISNP, MEDP, PCTY | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Ken Korngiebel | Grid Dynamics Holdings, Inc. | Information Technology | IT Services | Bear | NASDAQ | Digital transformation, Generative Ai Risk, IT services, macro headwinds, Outsourcing | 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. | ||||||||