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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 18, 2025 | Mairs & Power – Growth Fund | - | 1.9% | IDA, JPM, MEDP, META, MSFT, UNH | Competitive Advantage, earnings, innovation, Reinvestment, secular growth | The letter highlights durable earnings growth driven by innovation, market leadership, and reinvestment discipline. Management favors companies with strong competitive advantages and long growth runways. Volatility is viewed as an opportunity to add to high-quality growth franchises. | View | |
| 2025 Q1 | Apr 9, 2025 | Vulcan Value Partners – Large Cap | -2.1% | -2.1% | MEDP, SWK, SWKS, TPG | - | View | ||
| 2024 Q1 | Apr 25, 2024 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | CCK, CNM, MEDP | - | View | ||
| 2024 Q1 | Apr 23, 2024 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | CNMD, DUOL, ELF, INSM, INTA, MEDP, RDNT, SMCI, VKTX | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Mairs & Power – Small Cap Fund | 0.0% | 9.0% | AZEK, CLFD, CVRX, DOC, KNF, MEDP, NVT, WK | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | AGYS, CWAN, FIVN, HQY, MEDP, NEOG, NVMI, YETI | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Vulcan Value Partners – Small Cap | -2.5% | 13.6% | 938 GR, EG, ELV, KKR, LYV, MEDP, PGHN SW, QRVO | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Madison Small Cap Fund | 4.0% | 22.2% | AMN, FROG, GOGO, KN, MEDP, VFC, WSC | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | BRBR, FOXF, MEDP, PCTY, PNFP, XPEL | - | View | ||
| 2023 Q4 | Dec 31, 2023 | NCG Small Cap Growth Strategy | 4.8% | 14.8% | BRZE, CSTL, CWAN, DAVA, GWRE, MEDP, NTRA, TNDM | - | View | ||
| 2023 Q4 | Dec 31, 2023 | NCG SMID Cap Growth Strategy | 4.8% | 15.5% | BRZE, CSTL, CWAN, DAVA, DXCM, GWRE, MEDP, NTRA, TNDM, VRT | - | View | ||
| 2024 Q3 | Oct 7, 2024 | Headwaters Capital Management, LLC | 8.8% | 21.4% | ASGTF, CSGP, EYE, FICO, MEDP | - | View | ||
| 2024 Q3 | Oct 7, 2024 | Rodrigo Benedetti | - | - | APP, EW, LUMN, MEDP, TAVR | - | View | ||
| 2025 Q3 | Oct 6, 2025 | Giverny Capital Asset Management | 6.8% | 12.6% | CSU CN, KMX, MEDP, TSM | Artificial Intelligence, Founder-led, Medtech, quality growth, semiconductors | Giverny Capital attributes underperformance to Constellation Softwares CEO transition but remains confident in founder-led, high-quality businesses. The letter highlights Medpace and Taiwan Semiconductor as new or growing positions benefiting from innovation and disciplined management. It expresses concern over AI exuberance, likening Nvidias valuation surge to prior bubbles while holding a measured, long-term view on durable tech exposure. | NVDA US MEDP US |
View |
| 2025 Q3 | Oct 28, 2025 | Canopy Investors | -4.1% | - | MEDP, TREX | Biotech, healthcare, innovation, Quality, small caps | The fund underperformed due to a market rotation favoring speculative small caps, but management remains focused on high-quality, cash-generative companies with durable growth profiles. Holdings like Medpace benefited from biotech innovation and clinical research demand, highlighting long-term opportunities in life sciences and industrial technology. The team expects quality small- and mid-cap stocks to regain leadership once speculative excess subsides. | TREX MEDP TREX US MEDP US TREX US MEDP US |
View |
| 2025 Q3 | Oct 24, 2025 | Wasatch Long/Short Alpha Fund | -7.3% | - | FN, FOUR, FRPT, INSP, MEDP, OPEN, SG | AI, Quality, Shorting, small caps, Speculation | The fund declined as speculative, unprofitable small caps surged on AI and quantum themes. Managers describe the market as highly euphoric, reminiscent of 202021. They are adding shorts in overpriced speculative names while holding quality long positions like Fabrinet and Medpace, expecting normalization when fundamentals matter again. | View | |
| 2025 Q3 | Oct 24, 2025 | Mairs & Power – Small Cap Fund | - | 2.1% | AZEK, INSP, MEDP, PATK | AI, Housing, infrastructure, small caps, valuation | The fund highlights narrow market leadership dominated by mega-cap AI stocks while small caps trade at a notable discount despite earnings stability. Managers emphasize opportunities in industrial and building products benefiting from data-center infrastructure and housing demand. They maintain a disciplined valuation approach amid tariff uncertainty and interest-rate cuts. | PATK |
View |
| 2025 Q3 | Oct 22, 2025 | Optimist Fund | 9.1% | 44.5% | CVNA, FVRR, HFG GR, MEDP, MNDY, RVLV, TDUP, W | AI, Consumer cyclicals, E-Commerce, growth, small caps | The Optimist Fund gained 9.1%, driven by small-cap cyclicals like Wayfair, ThredUp, and Carvana as fundamentals inflected upward. The manager emphasizes structural growth in e-commerce and data-driven efficiency, with selective use of AI to enhance scalability. Portfolio concentration in innovative, founder-led firms reflects conviction in multi-year compounding potential. | MEDP CVNA TDUP W MEDP CVNA TDUP W |
View |
| 2024 Q3 | Oct 21, 2024 | Giverny Capital Asset Management | 7.0% | 20.2% | BRK/A, FND, MEDP, PGR | - | View | ||
| 2025 Q3 | Oct 20, 2025 | Baillie Gifford – International Alpha | 6.7% | 19.5% | 0XXT LN, BHP AU, COIN, EDEN FP, ENSG, ENTG, GMAB DC, MEDP, MSCI, NVO, SHOP, UNH | Artificial Intelligence, Digital Platforms, Global Growth, Healthcare Innovation, semiconductors | The fund highlights AI enthusiasm driving markets to record highs, with holdings like AppLovin, Shopify, and TSMC benefiting from data infrastructure and digital platform growth. Healthcare positions such as Medpace and Novo Nordisk are viewed as cyclical recovery opportunities tied to innovation in clinical trials and obesity drugs. Managers remain focused on global quality growth across sectors despite U.S. market dominance. | View | |
| 2025 Q3 | Oct 20, 2025 | Wasatch Small Cap Growth Strategy | -3.7% | - | BRBR, FN, INSP, MEDP, NVM, SHAK | Artificial Intelligence, Growth Investing, healthcare, semiconductors, small caps | The fund underperformed as small-cap volatility and speculative AI stocks distorted relative performance. Managers emphasize high-quality, long-duration growth companies like Medpace and Nova that benefit from structural healthcare and semiconductor trends. They remain confident in small-cap fundamentals and expect normalization as low-quality rallies fade. | View | |
| 2024 Q3 | Oct 15, 2024 | LVS Advisory – Growth | 0.0% | 36.7% | MEDP | - | View | ||
| 2025 Q3 | Oct 14, 2025 | Vulcan Value Partners – Focus Plus | 3.7% | 7.0% | FI, GOOG, MEDP | Artificial Intelligence, Cloud, Enterprise, software, value | Alphabet continued to deliver robust results driven by AI expansion and favorable legal outcomes, while Salesforce underperformed due to investor skepticism about AI monetization. Vulcan maintains confidence in Salesforces entrenched enterprise software ecosystem and sees AI as an enhancer of long-term profitability. | Salesforce Inc GOOGL US |
View |
| 2025 Q3 | Oct 14, 2025 | Vulcan Value Partners – Large Cap | 4.6% | 9.5% | CBRE, FI, GOOG, KMX, MEDP | Buybacks, fundamentals, Quality, tariffs, value | The letter highlights disciplined investing in stable value companies like Fiserv and CBRE, focusing on margin of safety and repurchases at attractive valuations. Volatility from tariff-related uncertainty provided opportunities to redeploy capital toward discounted high-quality businesses. Vulcan stresses fundamentals over short-term macro trends. | GOOGL MEDP FISV |
View |
| 2025 Q3 | Oct 14, 2025 | Vulcan Value Partners – Small Cap | 4.1% | 6.1% | KMX, MEDP | Capital Allocation, free cash flow, Quality, small caps, value | Vulcan highlights disciplined capital allocation amid volatile markets, using price-to-value ratios to identify stable value companies. The fund added Fiserv as a discounted high-quality business and maintained strong conviction in holdings like Medpace and CarMax. Management emphasizes long-term compounding through free cash flow growth and margin of safety. | View | |
| 2025 Q3 | Oct 10, 2025 | Headwaters Capital Management, LLC | -2.9% | -5.4% | BSY, DRVN, INSP, MEDP, ORCL | AI, Autos, Capex, infrastructure, valuation | Headwaters argues the AI build-out has become a CAPEX-driven earnings bubble akin to the telecom boom, with $400B+ in projected annual data-center spend. The fund prefers overlooked industrial and auto-service firms such as Driven Brands that benefit from stable, recurring demand. | View | |
| 2024 Q4 | Jan 9, 2025 | LVS Advisory – Growth | - | 37.0% | MEDP | - | View | ||
| 2025 Q4 | Jan 27, 2026 | Giverny Capital Asset Management | 0.0% | 12.6% | ALGN, ANET, CACC, CSU.TO, FERG, FI, GOOGL, HEI, HWKN, IBP, JPM, KGIC, KMX, MA, MEDP, META, SCHW, TSM, TWFG, WSO | AI, HVAC, insurance, Quality, small caps, technology, value | Manager discusses AI's transformative potential while noting uncertainty around returns on massive infrastructure investments. Believes AI won't displace portfolio companies like HVAC distributors and insurance companies, which may gain efficiency advantages. Compares current AI buildout to historical railroad and telecom infrastructure booms where users benefited more than builders. Portfolio is significantly overweight smaller companies with 45% in companies below $54 billion market cap versus 12.5% for the S&P 500. Manager believes these market leaders in niche areas will outperform over time despite recent underperformance relative to mega-cap tech stocks. Manager emphasizes owning high-performing businesses with strong earnings growth and capital returns. Notes the S&P Quality Index underperformed in 2025 but believes quality usually wins in the end. Recent portfolio upgrades focused on improving returns on capital, earnings growth and management quality. | FISV CACC KMX ALGN WSO KNSL SCHW ANET |
View |
| 2025 Q4 | Jan 20, 2026 | Fairlight Global Small & Mid Cap Fund | 0.0% | -7.9% | CPRT, DPLM.L, FDS, G24.DE, HLMA.L, IDXX, IT, MEDP, REC.MI, ULTA | AI, global, healthcare, Quality, small caps, technology, underperformance | Several portfolio companies experienced sharp multiple contractions due to perceived higher risk of disintermediation from expected widespread adoption of Generative Artificial Intelligence. The manager estimates this was an 8% hit to returns, though believes the extent of recent derating is excessive given companies' successful track records of defending market leadership. The fund focuses exclusively on high-quality businesses with demonstrable track records of earning outsized returns on capital, stable management teams, conservative balance sheets, and avoiding single points of failure. Portfolio companies collectively grew revenues by 6% and EPS by 9% in 2025 despite challenging conditions. Healthcare represents 13% of portfolio exposure with holdings like IDEXX Laboratories in companion animal diagnostics and Medpace in clinical research. These companies benefit from recurring revenue models, market share gains, and structural industry growth tailwinds supporting improved diagnosis and drug development. | IT |
View |
| 2025 Q4 | Jan 18, 2026 | Vulcan Value Partners – Small Cap | 1.3% | 10.7% | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYSG, SSCC, SWKS, TRU, UNH | AI, Buybacks, insurance, Margin Of Safety, Quality, small caps, technology, value | AI is in early stages of disrupting numerous businesses similar to the Internet in the 1990s. The manager notes AI stocks accounted for approximately 61% of the S&P 500's return in 2025. Unlike the dot-com era, some AI leaders are real businesses financing substantial AI investments with self-generated cash flow, though valuations for some are attractive while others may be overvalued. The manager emphasizes following value investing discipline by purchasing only companies from their MVP list with stable values at discounted prices. They focus on businesses with sustainable competitive advantages trading below intrinsic value estimates, with portfolios showing improved price-to-value ratios across all strategies despite positive absolute returns. Small Cap returns have lagged Large Cap for an extended period, with Small Cap Value performing even worse. The manager notes conversations with clients questioning continued Small Cap allocation, spotty sell-side coverage, and an ignored segment creating opportunities. Their Small Cap portfolio remains most discounted with weighted average price-to-value ratio in mid-50s. The manager owns more insurance-related businesses, highlighting opportunities in the sector. They discuss Ryan Specialty Holdings as a commercial excess and surplus insurance broker, and Everest Group as a leading reinsurance company trading at discount to tangible book value despite producing underwriting profits. Share repurchases are highlighted as value-creating when companies buy back stock below intrinsic value. Medpace used strong balance sheet and free cash flow to repurchase over 8% of shares at approximately 50% of estimated intrinsic value, giving shareholders 100% return on each dollar spent on buybacks. | FISV SWKS TRU KMX RYAN |
View |
| 2025 Q4 | Jan 18, 2026 | Vulcan Value Partners – Focus Plus | 0.1% | 7.1% | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, SW, SWKS, TRU, UNH | AI, Buybacks, healthcare, insurance, small caps, technology, value | AI is in early stages of disrupting numerous businesses similar to the Internet in the 1990s. The manager believes AI is as real and transformational as the Internet, with approximately 61% of the S&P 500's return in 2025 coming from AI-related stocks. However, concerns exist about paying too much for AI businesses despite their real potential. The manager is finding tremendous opportunities in non-AI related companies that are steadily compounding their values but being ignored by the market. These 'old economy' companies are becoming increasingly discounted while AI stocks dominate returns, creating attractive value opportunities similar to the late 1990s dot-com era. Small Cap returns have lagged Large Cap for an extended period, with the manager noting conversations about whether to continue allocating to Small Caps. The Small Cap portfolio has a weighted average price to value ratio in the mid-50s, representing the most discounted portfolio. Sell-side coverage is spotty to nearly non-existent for many small cap holdings. Share repurchases are highlighted as a key value creation mechanism, with Medpace repurchasing over 8% of shares at approximately 50% of intrinsic value, effectively providing 100% returns on capital deployed. Companies are using strong balance sheets and free cash flow for opportunistic buybacks at discounted valuations. | MSFT CSGP CRM GOOG CBRE RYAN |
View |
| 2025 Q4 | Jan 18, 2026 | Vulcan Value Partners – Focus Plus | 0.1% | 6.2% | CBRE, CRM, CSGP, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, SW.PA, SWKS, TRU, UNH | AI, healthcare, insurance, Quality, small caps, technology, value | Manager emphasizes value investing discipline, focusing on companies trading at substantial discounts to intrinsic value. Portfolio has improved price-to-value ratios across all strategies while delivering positive returns. Small Cap portfolio has weighted average price-to-value ratio in mid-50s, which manager considers incredible in current environment. Artificial Intelligence is disrupting numerous businesses similar to the Internet in the 1990s. AI stocks accounted for approximately 61% of S&P 500's return in 2025. Manager believes AI is as transformational as the Internet but warns against paying excessive valuations for AI-related companies, drawing parallels to dot-com bubble. Small Cap returns have lagged Large Cap for extended period, with Small Cap Value performing even worse. Manager sees this as opportunity, noting sell-side coverage is sparse and segment is ignored and unloved. Small Cap portfolio remains most discounted with weighted average price-to-value ratio in mid-50s. Manager focuses on MVP list of highest quality, most stable value companies in the world with sustainable competitive advantages. Lower quality companies have outperformed higher quality companies, especially in Small Cap, with companies having negative earnings accounting for 28% of Russell 2000 Value Index return. Medpace used strong balance sheet and free cash flow to repurchase over 8% of shares at approximately 50% of estimated intrinsic value. Every dollar spent on share repurchases gave 100% return because they were purchasing at half of estimated fair value, increasing estimated value per share by 29% in single quarter. | View | |
| 2025 Q4 | Jan 18, 2026 | Vulcan Value Partners – Large Cap | -1.5% | 7.9% | CBRE, CRM, CSGP, EVER, FI, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RI.PA, RYAN, SSNC, STLA, SW, SWKS, TRU, UNH | AI, Buybacks, healthcare, insurance, small caps, technology, value | Manager emphasizes value investing discipline, focusing on companies trading at substantial discounts to intrinsic value. Portfolio weighted average price to value ratio improved to low 60s while maintaining positive returns. Small Cap portfolio has weighted average price to value ratio in mid-50s, representing incredible opportunity in current environment. Artificial Intelligence is in early stages of disrupting numerous businesses, similar to Internet in 1990s. AI stocks accounted for approximately 61% of S&P 500's return in 2025. Manager acknowledges AI as transformational technology but warns against paying excessive valuations for AI-related companies, drawing parallels to dot-com bubble. Small Cap returns have lagged Large Cap for extended period, creating attractive opportunities. Small Cap Value has been particularly weak. Manager notes sell-side coverage of Small Caps is much less robust, leading to ignored and unloved segment. Small Cap portfolio remains most discounted with weighted average price to value ratio in mid-50s. Share repurchases highlighted as value-creating activity when companies buy back stock below intrinsic value. Medpace repurchased over 8% of shares at approximately 50% of estimated intrinsic value, increasing estimated value per share by 29% in single quarter. Every dollar spent on buybacks provided 100% return due to purchasing at half of fair value. | View | |
| 2025 Q4 | Jan 18, 2026 | Vulcan Value Partners – Small Cap | 3.2% | 9.5% | CBRE, CRM, CSGP, FISV, GOOGL, ITRN, KMX, MC.PA, MEDP, MSFT, QRVO, RE, RI.PA, RYAN, SSNC, STLA, SW.PA, SWKS, TRU, UNH | AI, discount, insurance, Quality, small cap, value | Manager emphasizes value investing discipline, focusing on companies trading at substantial discounts to intrinsic value. Small Cap portfolio has weighted average price to value ratio in mid-50s, representing significant margin of safety in current environment. Artificial Intelligence is disrupting numerous businesses similar to the Internet in the 1990s. AI stocks accounted for approximately 61% of S&P 500 returns in 2025, creating market concentration risks reminiscent of dot-com era. Small Cap returns have lagged Large Cap for extended period, creating attractive opportunities. Manager notes sell-side coverage is sparse and segment is ignored and unloved, often indicating good allocation timing. Portfolio includes more insurance-related businesses including Everest Group reinsurance and Ryan Specialty excess and surplus insurance broker. These companies offer attractive risk-adjusted returns and capital allocation opportunities. | ITRN EG |
View |
| 2025 Q4 | Jan 18, 2026 | Mairs & Power – Small Cap Fund | 0.0% | 4.0% | ABT, AIR, BSY, CASY, CVRX, EXAS, INSP, KNF, MEDP, MGPI, NVT, WK | AI, earnings, healthcare, rates, small caps, technology, Valuations | AI and increasing market concentration took center stage in 2025, with the rate of investment in technology and AI infrastructure spending driving market narrative. McKinsey projects nearly $7 trillion in capital expenditures will be needed worldwide by 2030 to build up AI infrastructure. The managers believe they are entering a transition period for AI, with signals that the cycle is moving into a higher risk phase given the flood of capital and unusual financing structures. Small cap companies are showing their first signs of earnings growth recovery after three years of contraction, posting 13% growth in 2025. Small cap stocks are still trading at a significant discount to the S&P 500, which the managers believe presents an attractive opportunity for long-term investors. Lower interest rates, reduced corporate tax burdens, and regulatory relief could offer further support to small caps. The Federal Reserve cut rates in the fourth quarter with expectations for lower interest rates continuing into 2026. Lower rates should provide a tailwind to profitability for smaller companies and make it easier for them to find talent. Interest rate changes take time to work through the economy, typically around a year to feel the effects. | View | |
| 2025 Q4 | Jan 15, 2026 | Canopy Investors | - | - | 4194.T, ASSA-B.ST, AUTO.L, AZEK, JHX, MEDP, MONC.MI, NEM, PTC, TREX, TW | AI, Enterprise Software, global, Japan, Quality, SMID Cap, valuation | AI has driven significant market rotation away from quality stocks, with concerns about disruption weighing on enterprise software and online classifieds companies. The fund believes AI disruption fears are overdone for their portfolio companies, which are more likely to be beneficiaries than victims of AI adoption. Quality was the worst-performing investment factor in H1 FY26, with lower-quality and more volatile stocks significantly outperforming. This represents a continuation of quality underperformance reminiscent of the late 1990s dot-com era, driven by speculative investor behavior and thematic investing. Japan faces structural labor shortages driving increased mid-career hiring and workforce mobility. The country has a new pro-business Prime Minister and depreciating yen enhancing export competitiveness, though it faces labor shortages, inflation, and geopolitical risks with China. Enterprise software companies face investor concerns about AI disruption, particularly around AI agents displacing traditional interfaces and reducing barriers to entry. However, many providers digitize structured processes that AI cannot easily replace and are likely to benefit from AI integration. | 4194 JP TREX AUTO LN MEDP PTC |
View |
| 2024 Q3 | Sep 30, 2024 | Wasatch Small Cap Growth Strategy | - | - | CWAN, ENSG, FROG, HQY, INSP, MEDP | - | View | ||
| 2022 Q4 | Sep 2, 2023 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | ENS, FWRD, ISS DC, MEDP, VIP GR | - | View | ||
| 2024 Q2 | Jul 23, 2024 | Mairs & Power – Small Cap Fund | 0.0% | 9.0% | CASY, CLFD, CVRX, MEDP | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | FFO GR, INSP, MEDP, RBC, SITE, SPT | - | View | ||
| 2025 Q1 | Apr 15, 2025 | Giverny Capital Asset Management | -3.4% | -3.4% | AAON, ALL, ANET, FIVE, KMX, KNSL, LMN CN, MEDP, PGR, TWFG | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | CYBR, FIVE, GDYN, INSP, MEDP, PCTY | - | View | ||
| 2023 Q4 | Feb 20, 2024 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | BWMN, CCCS, CNM, FF0 GR, GNRC, HLNE, LGIH, MEDP, MODG, QLYS, WING, XPEL | - | View | ||
| 2024 Q4 | Jan 24, 2025 | Giverny Capital Asset Management | 0.8% | 21.1% | AHT LN, ALGN, FERG, FI, IBP, KNSL, MEDP, MTB | - | View | ||
| 2023 Q4 | Jan 18, 2024 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | CNM, FF0 GR, FIVE, GNRC, GSHD, MEDP, MKTX, PAYC, POOL, TECH, TREX, WING | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Vulcan Value Partners – Small Cap | 9.1% | 9.4% | 938 GR, CIGI, CWK, FORT LN, IBST LN, ISS DC, MEDP, PK, VCP LN, VRT AU | - | View | ||
| 2022 Q4 | Jan 3, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | BOOM, CYBR, FIVE, FOXF, GDYN, ISNP, MEDP, PCTY | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 20, 2026 | Fund Letters | Jack McManus | Medpace Holdings, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Biotech, Bookings, Cro, Cyclicality, earnings | View Pitch |
| Jan 8, 2026 | Seeking Alpha | Seeking Alpha | Medpace Holdings, Inc. | Healthcare | Clinical Research | Neutral | NASDAQ Stock Market | Clinical research, earnings growth, growth-at-a-reasonable-price, investment strategy, margin of safety, Medpace, S&P 500 outperformance, stock analysis, Time Until Payback, valuation | View Pitch |
| Jan 8, 2026 | Seeking Alpha | Seeking Alpha | Medpace Holdings, Inc. | Clinical Research | Clinical Research | Neutral | NASDAQ Stock Market | Buy and Hold, Clinical research, earnings growth, growth-at-a-reasonable-price, margin of safety, Medpace, S&P 500, Time Until Payback, valuation, Volatility | View Pitch |
| Jan 8, 2026 | Seeking Alpha | Seeking Alpha | Medpace Holdings, Inc. | Clinical Research | Clinical Research | Neutral | NASDAQ Stock Market | Clinical research, earnings growth, growth-at-a-reasonable-price, investment strategy, margin of safety, Medpace, S&P 500, Stock performance, valuation, Volatility | View Pitch |
| Dec 3, 2025 | Fund Letters | Jack McManus | Medpace Holdings Inc | Health Care | Biotechnology | Bull | NASDAQ | Biotech, Bookings, Cro, Margins, Outsourcing | View Pitch |
| Nov 29, 2025 | Fund Letters | C.T. Fitzpatrick | Medpace Holdings Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Biotech, buybacks, Clinical research, FCF, growth | View Pitch |
| Nov 29, 2025 | Fund Letters | Rich Eisinger | Medpace Holdings Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Clinical research, Cro, growth, Outsourcing, ROIC, Scalability | View Pitch |
| Nov 29, 2025 | Fund Letters | Jordan McNamee | Medpace Holdings Inc. | Health Care | Contract Research Organization | Bull | NASDAQ | Biotech, capital allocation, Cro, FCF, founder-led, growth, Margins, share repurchase | View Pitch |
| Nov 29, 2025 | Fund Letters | Greg Dean | Medpace Holdings, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Biotech, Cro, growth, Headcount, Outsourcing, Scalability | View Pitch |
| Nov 28, 2025 | Fund Letters | Jordan McNamee | Medpace Holdings Inc. | Health Care | Contract Research Organization | Bull | NASDAQ | Biotech, capital allocation, Cro, FCF, founder-led, growth, Margins, share repurchase | 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. | ||||||||