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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 2, 2024 | VH Standard Asset Management | - | -3.5% | AMED, AMK, AMZN, CERE, CPRI, FREE, HCP, HES, HIBB, INTC, IRBT, JBLU, JNPR, MXL, SAVE, SIMO, SQNS, TSEM, VMW, VZIO | capital preservation, diversification, healthcare, Merger Arbitrage, risk management, technology | The fund has significant exposure to healthcare merger arbitrage opportunities, representing 27% of the portfolio. Recent completed transactions include SGEN (Seagen) acquired by Pfizer, which generated a 0.96% gain for the fund. | View | |
| 2024 Q2 | May 2, 2024 | TPG Angelo Gordon | - | - | ACI, AGR, AMZN, ANSS, COF, DFS, EVBG, IRBT, JBLU, KR, PGTI, PNM, SAVE, SNPS | CLO, CMBS, credit, high yield, Leveraged Loans, private credit, rates, real estate | Persistently elevated interest rates and uncertainty about future rate decisions continued to cloud the marketplace. Investment volume was down close to 50% year-over-year as of the end of February, reflecting uncertainty about pricing, elevated debt costs, and limited availability of financing. With $2 trillion of commercial mortgages set to mature over the next 36 months, there will be a growing opportunity to provide rescue capital or acquire high-quality assets at reset valuations. | View | |
| 2024 Q4 | Jan 31, 2025 | Legacy Ridge Capital | - | 40.3% | AAL, CEG, DAL, JBLU, KMI, LUV, NRG, RYAAY, SAVE, TLN, UAL, VST | Airlines, Capital Cycle, Concentration, energy, Midstream, Power Generation, value | Airlines sector experienced classic bullwhip effect post-COVID but is now showing signs of recovery with capacity discipline emerging. Industry consolidation and rationalization since 2009 has improved economics, with capacity growth at decade lows and management commentary suggesting multi-year earnings improvement similar to 2012-2014 period. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 11, 2025 | Substack | Monopolistic Investor | JetBlue Airways Corporation | Industrials | Airlines | Bear | airline industry, asset turnover, competitive moat, financial instability, high debt, JetBlue Airways, JetForward initiative, negative free cash flow, profitability challenges, turnaround potential | 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. | ||||||||