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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 24, 2025 | Long Cast Advisers | 4.0% | -1.0% | MTRX, PDEX, PESI, QRHC, RSSS | Compounding, industrials, Inefficiency, SmallCaps, valuation | The manager reiterates that small-cap inefficienciesparticularly in niche industrials and underfollowed service companiescreate persistent mispricings. The letter shows several examples where revenue durability and strong balance sheets remain underappreciated by the market despite cyclical noise. Small caps remain attractive for patient investors seeking idiosyncratic compounders with valuation dislocations. | QRHC PESI RSSS MTRX PDEX |
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| 2023 Q3 | Oct 31, 2023 | Long Cast Advisers | 6.0% | 16.0% | PDEX, SOTK | - | View | ||
| 2024 Q3 | Oct 25, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, PDEX, SNES | - | View | ||
| 2025 Q4 | Jan 24, 2026 | Long Cast Advisers | 1.0% | 0.0% | CCRD, CCRN, EEFT, LSYN, MAMA, MTRX, NRC, PDEX, PESI, QRHC, RELL, RSSS | healthcare, Owner-Operator, small caps, Staffing, value | Significant focus on healthcare staffing through CCRN investment, with nurse staffing industry facing competitive pressures but potential for margin improvement. Also invested in NRC, a healthcare consulting and patient survey company with strong margins despite industry headwinds. Portfolio concentrated in small and micro-cap companies with intent to own for multiple years. Manager emphasizes patient capital approach targeting 15% annualized returns through well-researched small company investments. Focus on companies trading at attractive valuations with strong balance sheets and cash positions. CCRN example shows investment in company with 40% of market cap in cash and low enterprise value multiples. | RSSS MTRX NRC CCRN |
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| 2024 Q4 | Jan 24, 2025 | Long Cast Advisers | 20.0% | 39.0% | CCRD, MTRX, PDEX, PESI, QRHC, RSSS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Seeking Alpha | Seeking Alpha | Pro-Dex, Inc. | Medical Devices | Orthopedic Devices | Bull | NASDAQ Stock Market | capital allocation, Customer concentration, financial health, growth potential, management success, operating margins, orthopedic devices, Pro-Dex, Inc., secular tailwinds, surgical drivers | View Pitch |
| Nov 28, 2025 | Fund Letters | Avram Fisher | Pro-Dex, Inc. | Health Care | Medical Devices | Bull | NASDAQ | buybacks, Catalysts, EBITDA, Medtech, Oem, robotics, Smallcap, Surgical | 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. | ||||||||