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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 6, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, ENVX, MAMA, MTRX, PESI, RELL, RSSS, SOTK | Concentration, Construction, Research, small caps, value | The fund focuses on small and under-owned companies with long and wide opportunity pathways. The manager looks for companies that enable ample room for compounding and can withstand market conditions without terminal value destruction. The concentrated portfolio is positioned with companies that meet this profile. | RSSS MTRX |
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| 2025 Q2 | Aug 27, 2025 | Long Cast Advisers | 19.0% | -4.0% | CCRD, EEFT, MAMA, MTRX, PDEX, PESI, QRHC, RELL, RSSS | Cash, Demand Destruction, Microcaps, payments, small caps, Trade Policy, Valuations | Manager focuses on small company investing with concentrated positions in microcaps and small caps. Portfolio includes companies like CCRD, QRHC, MTRX, and RSSS with emphasis on finding undiscovered stocks trading at cheap valuations relative to expected growth and cash flow. | QRHC EEFT CCRD QRHC CCRD |
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| 2024 Q1 | May 9, 2024 | Rewey Asset Management | 9.8% | 18.5% | 8035.T, AMAT, ARIS, CAT, COLB, GE, LRCX, MKSI, RELL, WAB | Banking, Commercial real estate, energy, semiconductors, small caps, value, water | RELL is suffering from significant investor neglect due to the downcycle in the semiconductor capital equipment cycle. The manager sees substantial recovery potential as the cycle turns, with the CHIPS Act, AI, PC refresh cycle, 5G, EVs and autonomous driving as drivers. RELL's customers like LRCX are trading at all-time highs while RELL trades near multi-year lows. | RELL COLB ARIS |
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| 2024 Q1 | May 7, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, CCRN, CTEK, DAIO, ENVX, LRCX, MTRX, PESI, PSSR, QRHC, RELL, RSSS, SNES | concentrated, Cyclical, Fundamental Analysis, small caps, Turnarounds, value | Manager focuses exclusively on small companies that are barely included in any indices, using fundamental analysis to evaluate financial statements and corporate strategies. The concentrated approach targets well-researched small companies offering compelling opportunities for high returns through long-term cash earnings analysis. | View | |
| 2024 Q1 | Apr 18, 2024 | Liberty Park Capital Management | -4.1% | -4.1% | ASPN, BELFB, BLN.TO, COHR, ENS, ENVX, HEES, HQI, INTT, ITI, KRNT, LMB, LUNA, NVEE, POWL, PWFL, RELL, SWIM, TGLS, TWI | Industrial, Long/Short, small caps, technology, value | Markets rallied to start the year thanks to AI enthusiasm, with AI-related transceivers at Coherent growing over 100% quarter-over-quarter. However, AI enthusiasm has moderated as the fund moved into Q2 2024. | BLN.TO LUNA |
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| 2024 Q1 | Apr 15, 2024 | THB Asset Management | 10.3% | 10.1% | BYON, CENX, CLNE, DOUG, FIGS, HWKN, ICHR, LIDR, LMAT, LUNA, PLUS, RELL, RES, TRNS, UCTT, UFPT, UTI, VCEL, WNC | Concentration, Economy, inflation, Micro Cap, rates, regulation, Small business | Inflation remains problematic and is a top concern among Americans, affecting their financial outlook despite robust economic conditions. Some elements have rolled over but food, energy, shelter, and insurance remain elevated, impacting daily consumer lives. | WNC |
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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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| 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 Q2 | Jul 25, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BLBD, BLN, CGNX, COHR, ENVX, ETD, HEES, INTT, ITI, KRNT, LMB, LWLG, NVEE, PRIM, RELL, SWIM, TGLS, THRY, WEAV | AI, Long/Short, small caps, technology, turnaround, value | The manager believes the current AI hype cycle is coming to an end as investors notice actual revenue from AI is minimal relative to enormous capital equipment investment. OpenAI forecasts only $3.4 billion in 2024 revenue while over $100 billion has been spent on data center capex in the past 12 months. The AI industry needs time to digest this massive investment. | KRNT |
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| 2024 Q2 | Jul 16, 2024 | Rewey Asset Management | 9.8% | 18.5% | AAPL, AMZN, GOOGL, HQY, III, LAKE, MSFT, NVDA, RELL, WBS | Regional Banks, Rotation, semiconductors, small caps, technology, value | Manager believes small and mid-cap stocks are positioned for strong performance due to cooling inflation, potential soft landing, and likely rotation away from concentrated large-cap technology positions. The concentration in mega-cap stocks has created neglect and valuation opportunities in smaller companies. | WBS |
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| 2023 Q2 | Jun 30, 2023 | Long Cast Advisers | 6.0% | 16.0% | CCRD, DAIO, ENVX, MMMB, MTRX, PESI, RELL, SIFY | Concentration, small caps, value | View | ||
| 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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| 2022 Q4 | Jan 3, 2023 | Richie Capital Group | 12.2% | 0.0% | FICO, PERI, RELL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Rewey Asset Management | Richardson Electronics | Information Technology | Electronic Equipment & Instruments | Bull | NASDAQ | battery technology, Bull, Cyclical Recovery, Electronic Components, Green Energy, net cash, semiconductor equipment, Synthetic Diamonds, Wind Turbines | View Pitch |
| Jan 9, 2026 | Seeking Alpha | Seeking Alpha | Richardson Electronics, Ltd. | Technology | Electronic Components | Neutral | NASDAQ Stock Market | Canvys, earnings inconsistency, engineered solutions, Green Energy Solutions, inventory management, microcap, profit margins, Richardson Electronics, trade policy, 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. | ||||||||