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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 30, 2025 | Summers Value Fund | -11.2% | -11.2% | ADMA, CCSI, ELMD, INDV, LQDA, SPOK, VSTS, ZIMV | Biotechnology, Defensive, healthcare, small caps, value | The Fund focuses on relatively defensive healthcare companies that have historically served as a safe harbor during market uncertainty. Recent selloff in healthcare stocks following FDA leadership changes and concerns over drug approvals is viewed as overdone. Portfolio consists of companies with predictable businesses and strong cash flow generation. | CCSI |
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| 2024 Q4 | Dec 31, 2024 | Summers Value Fund | - | 27.4% | AAPL, AMZN, CCSI, ELMD, GOOGL, INDV, ISRG, LFCR, META, MODV, MSFT, NVDA, OTCM, PINC, SPOK, UFPT, UTMD, VSTS, ZBH, ZIMV | healthcare, Long/Short, Medical Devices, small caps, value | Manager believes small-cap stocks are well-positioned to outperform relative to large-cap stocks going forward, driven by lower valuations, poor sentiment, and an expected uptick in M&A under the new administration. Small-cap stocks continued a multi-year trend of underperformance in 2024. | ZIMV INDV UFPT ELMD |
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| 2024 Q4 | Jan 30, 2025 | Summers Value Partners | - | 27.4% | AAPL, AMZN, CCSI, ELMD, GOOGL, INDV, ISRG, LFCR, META, MODV, MSFT, NVDA, OTCM, PINC, SPOK, UFPT, UTMD, VSTS, ZBH, ZIMV | Concentration, healthcare, Long/Short, Medical Devices, small caps, value | Manager believes small-cap stocks are well-positioned to outperform relative to large-cap stocks going forward, driven by lower valuations, poor sentiment, and an expected uptick in M&A under the new administration. Small-cap stocks furthered a multi-year trend of underperformance in 2024, although the indexes closed positive in absolute terms. | ZIMV INDV UFPT ELMD |
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| 2025 Q4 | Jan 15, 2026 | GROW Funds | 0.0% | 0.0% | AMZN, AXSM, CSCO, FENC, GENI, GOOGL, INDV, MAMA, MDXH, META, MSFT, NPCE, NTNX, NVDA, ORCL, SEMR, XERS | AI, Biotechnology, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, valuation | The fund has rotated to an overweight position in healthcare, viewing it as both offensive and defensive. Healthcare companies offer new products addressing large market opportunities while being nondiscretionary and less economically sensitive. Pharmaceuticals are particularly emphasized for novel therapies targeting large markets. The manager discusses the massive AI infrastructure investments by tech giants like Microsoft, Meta, Amazon, and Google, totaling hundreds of billions. However, they express skepticism about returns, comparing current partnerships to the telecom boom and dot-com era, preferring companies that use AI to improve business models rather than pure AI infrastructure plays. The fund focuses on small-cap growth companies, noting that small companies have historically outperformed during rate cutting cycles. They highlight a valuation discrepancy where small caps trade at 15x earnings versus the S&P 500 at 22x, presenting opportunities for active stock selection. | MDXH AXSM MAMA |
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| 2022 Q4 | Mar 15, 2023 | Peterson Investment Fund | -3.5% | 21.7% | BAC, CYTH SW, DRTT, HBI, IEP, INDV, SRG | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Summers Value Partners | Indivior | Pharmaceuticals, Biotechnology & Life Sciences | Pharmaceuticals | Bull | NASDAQ | contrarian, Long-Acting, Opioid Addiction, pharmaceuticals, Regulatory Approval, Sublocade, underpenetrated market | View Pitch |
| Apr 13, 2026 | Fund Letters | Summers Value Fund | Indivior | Pharmaceuticals, Biotechnology & Life Sciences | Pharmaceuticals | Bull | NASDAQ | contrarian, FDA approval, Long-Acting Buprenorphine, Opioid Addiction Treatment, pharmaceuticals, Sublocade, underpenetrated market, Value | 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. | ||||||||