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 | Aug 27, 2025 | Fawkes Capital Management | 7.6% | - | AVIO IM, MAXR, NVDA, PKE, VH2 GR | ai buildout, DataCenters, Energy Demand, fiscal spending, infrastructure | The letter centers on infrastructure spending as a multi-year investment cycle, with emphasis on German and AI-related infrastructure buildouts. Management argues that energy, datacenter capacity, and grid investments are structurally underappreciated by markets. The theme is supported by government policy and secular demand growth. | MAXR PKE NVDA VH2 GR |
View |
| 2024 Q1 | Apr 15, 2024 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | CLMB, CMP, DCO, GLDD, HNRG, LFCR, LTRPA, PKE, RDVT, SSP, TBRG, TRU, VSAT, WMT | - | View | ||
| 2025 Q3 | Nov 11, 2025 | Prosper Stars & Stripes | 9.8% | 8.6% | ARX, BRBR, GDYN, KLG, PKE, TATT | cyclicals, earnings, Recovery, small caps, Valuations | The letter emphasizes that small caps are positioned for a multi-year recovery as earnings trends broaden beyond AI-driven megacaps and benefit from monetary easing, fiscal stimulus, and depressed sentiment. The manager argues that small-cap valuations remain highly attractive after an extended underperformance cycle, with improving fundamentals expected in 2026 as earnings recover across cyclical sectors. Policy tailwinds, productivity gains, and stabilization in economic indicators reinforce the case for renewed small-cap leadership. | TATT |
View |
| 2025 Q4 | Jan 23, 2026 | Brandes Small Cap Value Fund | 5.9% | 23.4% | ALKS, AOBC, ARLO, AVDL, CENT, DIIBF, ELAN, EPC, GHM, GIL, GRFS, HURC, HXL, IMKTA, INVX, KMT, MOG.A, NTGR, ORN, PKE, PZZA, RGP, SEE, UTMD | healthcare, industrials, Outperformance, positioning, small caps, value | The fund focuses on small-cap value investing, seeking companies with strong balance sheets, compelling growth prospects, and durable free cash flow generation. The fund exhibits lower valuations than the Russell 2000 Index while maintaining exposure to undervalued opportunities. Management expresses optimism about the potential of value stocks in general. The fund specifically targets small-cap companies, maintaining significant overweight positions in industrials while underweighting financials and real estate compared to benchmarks. The portfolio is positioned as an attractive complement to other small-cap offerings with differentiated exposure and risk characteristics. | CENT |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Xinyu Ru | Park Aerospace Corp. | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, Budgets, Composites, Engines, Missiles | 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. | ||||||||