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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 20, 2025 | Wasatch Micro Cap Fund | 9.5% | - | LMB, PAR, PI, PNTG, VITL | digital transformation, Energy Infrastructure, High Growth, Micro Caps, Sustainable Food | The fund benefited from holdings in Vital Farms and Willdan Group as consumer demand for ethical food and energy infrastructure rose. Managers favor high-growth companies with durable business models in sustainability, logistics, and digital transformation. Despite near-term underperformance versus speculative biotech, they expect strong upside as fundamentals reassert. | PNTG LMB VITL PI WLDN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Ken Korngiebel | Pennant Group Inc. | Health Care | Health Care Facilities | Bull | NASDAQ | Acquisitions, Demographics, efficiency, healthcare, Hospice, recovery, Regulation, Reimbursement, valuation | 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. | ||||||||