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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 8, 2024 | VH Standard Asset Management | -2.2% | -2.2% | AMED, AXNX, AYX, CBAY, CPRI, DOMA, ETRN, HAYN, HES, KRTX, NWLI, PXD, SCX, SPLK, TAST, TCN, TDCX, TGH | Cash Alternative, diversification, liquidity, Merger Arbitrage, risk management | The fund participated in several completed biotech transactions during March, including SOVO which was one of their largest risk exposures. The SOVO transaction received FTC additional information requests in October, prompting the manager to double their position from 2% to 5% of AUM before reducing exposure as the stock price approached the deal price. | View | |
| 2022 Q3 | Oct 28, 2022 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | CELH, COHR, EVOP, KRTX, RPD, SLAB, SMPL, SWAV, UEIC, WING | - | View | ||
| 2022 Q3 | Oct 28, 2022 | Miller Value Partners Opportunity Equity | 9.8% | 9.8% | ADT, DXC, KRTX, MAT, SCPPF, SFIX, SI, UBER | - | View | ||
| 2023 Q4 | Jan 23, 2024 | VH Standard Asset Management | - | - | AMED, AYX, CERE, CHS, CPRI, HES, IMGN, KRTX, MDWT, OLK, PATI, PCTI, PFIN, RYZB, SGEN, SOVO, SPLK | Absolute Returns, Deal Completion, diversification, M&A, Merger Arbitrage, risk management | The fund completed 44 deals since inception with merger arbitrage strategy focused on M&A transactions. Notable position in Seagen closed yielding positive contribution. Strategy involves investing in securities of companies involved in mergers, acquisitions, tender offers, and asset sales. | View | |
| 2024 Q3 | Sep 30, 2024 | Bronte Capital Amalthea Fund | -3.7% | 0.0% | AXP, BAC, BMY, BRK-B, C, COF, DFS, GOOGL, JPM, KRTX, REGN, SMMT, V | Antitrust, Biotechnology, Hedge Fund, Long/Short, payments, Short Selling | Fund discusses multiple biotech investments including Regeneron's platform for drug development using genetically modified mice and genetic databases. Also covers failed short position in Karuna Therapeutics which was acquired by Bristol-Myers Squibb for $14 billion, and Summit Therapeutics which developed a bispecific cancer drug targeting PD1 and VEGF pathways. | DFS V REGN |
View |
| 2023 Q4 | Feb 20, 2024 | Bronte Capital Amalthea Fund | -3.7% | 0.0% | AFRM, BMY, CVNA, FL, HIBB, KRTX, NKE | Footwear, Long/Short, retail, risk management, Short Selling, Social Media | Fund operates with over 600 short positions experiencing significant squeeze pressure in December. Manager discusses challenges of maintaining large short book during market rallies and emphasizes importance of proprietary research versus following popular short ideas. | HIBB KRTX CVNA |
View |
| 2023 Q4 | Jan 17, 2024 | Patient Capital Management | 5.6% | 15.8% | AMZN, COIN, EXPE, FTCH, GOOGL, KRTX, META, SPLK, UBER, UBS, WAL | Banking, growth, Long/Short, Opportunistic, Quality, technology, value | Manager believes low multiple classic value stocks have been left for dead and offer very handsome return potential after the worst performance in history. Previous episodes of low-multiple underperformance were followed by sustained outperformance averaging 18%-plus annualized returns. | FTCH EXPE WAL HUBS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Bronte Capital Amalthea Fund | Karuna Therapeutics Inc. | Health Care | Biotechnology | Bear | NASDAQ | Bear, biotechnology, clinical trial, drug development, FDA approval, M&A, Schizophrenia | 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. | ||||||||