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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q4 | Jan 1, 2022 | Wasatch Small Cap Growth Strategy | -1.3% | 42.5% | ATVI, FERG, LEAT, LNSR, RCKY | gaming, Performance, small caps, stock picking, value | RCKY LNSR LEAT ATVI FERG |
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| 2023 Q1 | Aug 5, 2023 | Deep Sail Capital Partners | 13.8% | 23.5% | CVNA, DUOL, LEAT, MELI, NVDA, RADI, RCM, WE.TO | Banking, E-Commerce, LatAM, Long/Short, Recession, small caps | Manager expects a recession in fall 2023 driven by banking crisis and ZIRP policy consequences. Regional banks face structural issues on both asset and liability sides, leading to reduced lending and consumer demand. | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM |
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| 2022 Q4 | Jan 3, 2023 | Deep Sail Capital Partners | 13.8% | 23.5% | AEP CN, LEAT, RICK | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Wasatch Small Cap Growth Strategy | Leatt Corporation | Leisure | Leisure Products | Bull | COVID Tailwinds, Downhill Biking, margin expansion, Motocross, Nano-cap, Niche Provider, Outdoor Recreation, Product Diversification, Revenue Growth, Safety Equipment | 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. | ||||||||