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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 1, 2026 | Long Cast Advisers | 0.0% | 0.0% | CCRN, CRAWA, ENVX, MAMA, MPTI, MTRX, NRC, PDEX, PESI, QHRC, RELL, RSSS, ZBH | Concentration, Construction, healthcare, management, small caps, value | RSSS MAMA PDEX MTRX |
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| 2023 Q3 | Oct 31, 2023 | Long Cast Advisers | 6.0% | 16.0% | AIM, CCRD, DAIO, MAMA, MTRX, PDEX, QHRC, RELL, RSSS, SANW, SNES, SOTK | Concentration, Manufacturing, Medical Devices, Quality, small caps, value | Manager focuses exclusively on small company investing with a research-intensive approach. Portfolio consists of small, customer-centric companies run by smart, humble managers who iterate towards better solutions. Small caps are currently discounted due to rising rates as they have more vulnerabilities than larger companies. | SOTK PDEX |
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| 2023 Q4 | Feb 13, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, DAIO, MAMA, MTRX, PDEX, QHRC, RELL, RSSS, SOTK | Concentration, Manufacturing, Medical Devices, small caps, value | PDEX operates as a contract manufacturer in the medical device space, producing battery-powered handheld drivers for surgeons. The company has doubled its manufacturing capacity and secured a large order doubling its backlog to $41M, suggesting strong growth potential for FY24. | SOTK PDEX |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||