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 Q1 | Apr 30, 2025 | Fidelity Small Cap Discovery Fund | - | -8.1% | BECN, CIEN, COKE, FAF, FCFS, G, MMS, MTTR, NSIT, OLN, OMI, PATK, PFGC | financials, healthcare, industrials, small cap, technology, value | The fund focuses on companies with low implied expectations where there is substantial disparity between current share price and intrinsic value. Value stocks tended to lag during the quarter while expensive, high-momentum stocks outperformed, creating stylistic headwinds for the fund. | View | |
| 2025 Q4 | Feb 11, 2026 | BlackRock Mid-Cap Value Fund | 2.5% | 13.7% | BAX, BDX, CAH, CVS, FCNCA, FIS, MMS, SSNC, WCC, WDC | AI, dividends, financials, healthcare, industrials, inflation, mid cap, value | Manager notes exuberance driven by artificial intelligence and narrow leadership raises questions about durability. They see value investing as offering a risk-aware way to participate in secular themes, including AI. Large-scale AI-related capital spending could strain power, materials, and construction capacity. The fund explicitly follows a value investing approach, investing in mid-cap companies that pay attractive, sustainable and growing dividends. Manager emphasizes value investing offers a risk-aware way to participate in secular themes and argues for selectivity and disciplined risk control. | View | |
| 2025 Q3 | Oct 28, 2025 | BlackRock Mid-Cap Value Fund | 5.5% | 10.7% | BAX, BDX, CAH, CVS, FCNCA, FIS, MMS, WDC, XBI | dividends, financials, healthcare, mid cap, technology, value | The fund maintains a value-oriented strategy focused on companies with resilient earnings, strong balance sheets, and attractive valuations. This fundamentals-first approach provides a solid foundation and positions portfolios to navigate volatility effectively while seizing opportunities through active management. | View | |
| 2024 Q2 | Jun 30, 2024 | Fidelity Small Cap Discovery Fund | -7.2% | 0.5% | BECN, CIEN, COKE, FAF, FCFS, G, MMS, MTTR, NSIT, OLN, OMI, PATK, PFGC | consumer discretionary, healthcare, industrials, small cap, value | The fund focuses on companies with low implied expectations where there is substantial disparity between current share price and intrinsic value. The strategy emphasizes identifying disparities through intensive bottom-up research and seeking attractive risk-adjusted returns through disciplined portfolio construction. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||