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 17, 2025 | Rewey Asset Management | 6.1% | -1.3% | DCO, HOLX, LAKE, OFIX | active, defense, Medical Devices, small caps, SMID, undervalued, value | Manager believes small and SMID caps remain neglected and undervalued with many names fitting criteria for long-term selection. Active stock selection is appropriate for smaller caps due to limited liquidity in ETFs, ability to avoid weaker companies, and vast under-researched universe with over 5000 equities providing alpha generation opportunities. | OFIX LAKE DCO OFIX LAKE DCO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Rewey Asset Management | Orthofix Medical | Health Care | Health Care Equipment | Bull | NASDAQ | 7D FLASH, AccelStim, Bone Growth Therapy, Diabetic Amputation, Engine Capital, FDA clearance, Innovation Pipeline, insider buying, margin expansion, Medical devices, Orthopedics, Seaspine Merger, Spine | View Pitch |
| Jan 8, 2026 | Fund Letters | Chip Rewey | Orthofix Medical Inc. | Health Care | Medical Devices | Bull | NASDAQ | Activism, Insiderbuying, Marginexpansion, Medtech, turnaround | 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. | ||||||||