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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 5, 2025 | Cedar Grove Capital Management | 0.4% | 0.4% | ALC, HIMS, LNSR, TLT | healthcare, Multi-Strategy, Short Selling, small caps, special situations, Trade Policy | Trump administration's tariff implementation has created unprecedented market uncertainty and negative economic impacts. Manager notes tariffs were expected to be negotiation tactics but have become permanent policy, causing market drawdowns and forcing strategy adjustments. | LNSR HIMS |
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| 2026 Q1 | Apr 21, 2026 | Brandes Small Cap Value Fund | 8.2% | 8.2% | DOX, EPC, GLOB, KMT, LNSR, MHK, NICE, OTEX, PKE | AI, Consumer Staples, industrials, Outperformance, small cap, technology, value | NICE MHK NICE MHK |
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| 2026 Q1 | Apr 10, 2026 | Cedar Grove Capital Management | -23.0% | -23.0% | ABVX, EVLV, HIMS, KITS.TO, LNSR, MTY.TO, NKTR, OSW, REAL, SNWV, TOI, WW | Biotechnology, consumer, healthcare, Long/Short, Multi-Strategy, small cap, special situations | MTY.TO NKTR ABVX TOI SNWV EVLV REAL KITS.TO |
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| 2024 Q4 | Dec 31, 2024 | Brandes Small Cap Value Fund | 5.8% | 24.8% | AOUT, ARLO, BSCAX, BSCMX, BSCRX, CAE, DII, ELAN, EPC, ERJ, EXE, FSTR, GHM, HBI, HXL, IMKTA, INVX, KMT, LNSR, MOG.A, MTX, NPK, NTGR, ORION, PAHC, PKE, RBBN, SMG, TKR, UTMD, WKC | aerospace, healthcare, industrials, Machinery, small caps, technology, value | The fund seeks long-term capital appreciation through value investing in small-cap companies. The fund exhibits lower valuations than the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. The manager believes value stocks have attractive potential going forward. | TKR |
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| 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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| 2020 Q4 | Jan 1, 2021 | Merion Road Capital | 11.5% | - | FCPT, FERGY, LNSR, MHH, PINS, RMCF | Long/Short, risk management, small caps, stock picking, value | MHH FERGY PINS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Wasatch Small Cap Growth Strategy | LENSAR | Medical Devices | Health Care Equipment & Supplies | Neutral | NASDAQ | ALLY System, Binary Outcome, Cataract Surgery, Femtosecond Laser, Medical Device, negative cash flow, product launch, small-cap | View Pitch |
| May 19, 2026 | Substack | Triples Investing | Lensar | Healthcare | Medical Devices | Bull | acquisition interest, Alcon, Cataract Surgery, Femtosecond Laser, FTC approval, Lensar, Medical devices, Ophthalmology, recurring revenue, strategic value | View Pitch | |
| Apr 13, 2026 | Fund Letters | Cedar Grove Capital Management | LENSAR | Health Care | Health Care Equipment | Bull | NASDAQ | Cataract Surgery, CVR, Femtosecond Laser, international expansion, M&A Arbitrage, Medical devices, Ophthalmology | 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. | ||||||||