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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 2, 2025 | Summers Value Fund | -1.8% | -12.8% | ADMA, CCSI, DERM, ELMD, INSP, LGND, OTCM, SPOK, VSTS, ZIMV | Biotech, healthcare, Pharmaceuticals, small caps, underperformance, value | The fund holds multiple pharmaceutical positions including Ligand Pharmaceuticals, ADMA Biologics, and Journey Medical. Healthcare sector sentiment remains weak amid uncertainty from new administration proposals to curb drug pricing and cut Medicare/Medicaid reimbursement. The fund initiated two short positions in pharmaceutical companies where sales expectations are believed to be too high. | DERM DERM |
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| 2023 Q4 | Feb 27, 2024 | Summers Value Fund | - | 16.1% | ELMD, FRPT, INSP, ISDR, LFCR, MODV, OTCM, PINC, SPOK, UFPT, UTMD, VRTV, ZIMV | Biotechnology, dividends, healthcare, Long/Short, Medical Devices, small caps, value | The fund has significant exposure to medical device companies including UFP Technologies (linked to da Vinci surgical robot growth), Inspire Medical (sleep apnea devices), and Zimvie (spine and dental). The manager sees strong growth potential in surgical robotics and sleep apnea treatment markets. | ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN |
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| 2024 Q4 | Dec 31, 2024 | Summers Value Fund | - | 27.4% | AAPL, AMZN, CCSI, ELMD, GOOGL, INDV, ISRG, LFCR, META, MODV, MSFT, NVDA, OTCM, PINC, SPOK, UFPT, UTMD, VSTS, ZBH, ZIMV | healthcare, Long/Short, Medical Devices, small caps, value | Manager believes small-cap stocks are well-positioned to outperform relative to large-cap stocks going forward, driven by lower valuations, poor sentiment, and an expected uptick in M&A under the new administration. Small-cap stocks continued a multi-year trend of underperformance in 2024. | ZIMV INDV UFPT ELMD |
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| 2024 Q4 | Jan 30, 2025 | Summers Value Partners | - | 27.4% | AAPL, AMZN, CCSI, ELMD, GOOGL, INDV, ISRG, LFCR, META, MODV, MSFT, NVDA, OTCM, PINC, SPOK, UFPT, UTMD, VSTS, ZBH, ZIMV | Concentration, healthcare, Long/Short, Medical Devices, small caps, value | Manager believes small-cap stocks are well-positioned to outperform relative to large-cap stocks going forward, driven by lower valuations, poor sentiment, and an expected uptick in M&A under the new administration. Small-cap stocks furthered a multi-year trend of underperformance in 2024, although the indexes closed positive in absolute terms. | ZIMV INDV UFPT ELMD |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Value Investors Club | woop | OTC Markets Group Inc. | Industrials | Commercial Services & Supplies | Bull | industrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing | 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. | ||||||||