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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Wasatch Small Cap Growth Strategy | 1.7% | 15.2% | BOOT, BRBR, PACS, PCTY, ROAD, TMDX | consumer, financials, growth, healthcare, infrastructure, SaaS, small cap, technology | U.S. small-cap stocks gained after the November election on expectations of less regulation, tax cuts and stronger economic growth. The managers believe business conditions are generally favorable for smaller companies, though they note some pockets of consumer spending weakness. | TMDX ROAD PCTY BRBR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2025 | Short Thesis | Hindenburg | PACS Group Inc | Health Care | Health Care Technology (Medical Imaging/AI) | Bear | NASDAQ | Commoditized, Competition, Hospitals, Imaging, Software | 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. | ||||||||