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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 15, 2025 | Smoak Capital Management | - | 10.6% | FILA IM, IGR LN | Buybacks, Capital Allocation, international, Japan, valuation gaps | The letter emphasizes a growing opportunity set outside the U.S., driven by valuation gaps, currency movements, and improving capital allocation abroad. Management highlights Japan in particular, citing accelerating buybacks, dividends, and M&A as evidence of structural reform unlocking shareholder value. Volatility from U.S. trade policy is framed as a catalyst pushing capital toward underappreciated non-U.S. markets. | IGR LN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Daniel Smoak | IG Design Group plc | Consumer Discretionary | Commercial Services & Supplies | Bull | New York Stock Exchange | deep value, Gift Packaging, Liquidation, net cash, restructuring, turnaround | 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. | ||||||||