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 Q4 | Feb 11, 2025 | Artemis Global Select Fund (converted to Artemis SmartGARP Global Smaller Companies Fund on October 6, 2025) | 2.7% | 10.1% | 6861 JP, AXP, FI, NVO CN, TSM, WFC | - | View | ||
| 2024 Q3 | Nov 19, 2024 | Artemis Global Select Fund (converted to Artemis SmartGARP Global Smaller Companies Fund on October 6, 2025) | -3.7% | - | 005930 KS, AMZN, CEG, MTX GR, NVO CN | - | View | ||
| 2025 Q3 | Oct 13, 2025 | GreensKeeper Value Fund | 4.0% | 0.2% | ADBE, CBOE, FI, GD, GOOG, ICLR, NVO CN | Canada Economy, Capitalism, Free Trade, innovation, Protectionism | GreensKeeper defends capitalism and free-trade principles amid rising nationalism and protectionism. It argues that open markets and creative destruction remain the foundation of prosperity and peace, contrasting with Europes state-directed inefficiencies. In Canada, the fund calls for dismantling oligopolies and embracing competition to unlock economic potential. | ADBE NVO FI GD ICLR GOOG |
View |
| 2025 Q3 | Oct 13, 2025 | The Baird Chautauqua Global Growth Fund | 6.8% | 17.2% | 6160 JP, ADYEN NA, BABA, CSU, MU, NVO CN | Artificial Intelligence, China, healthcare, technology, Trade tariffs | Global equities rallied as tariffs eased and monetary policy loosened. The fund remains focused on secular growth areas such as AI, digital transformation, and healthcare, while overweighting Chinese holdings aligned with domestic consumption and innovation. Trade normalization and selective growth exposure drive strategy. | BABA |
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. | ||||||||