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 | Jun 30, 2025 | Castlebay Investments | - | - | AJB LN, CRDA, GRG LN, ITRK LN, NXT LN, RELX | capital, confidence, Leverage, returns, solvency | Banks face structurally high leverage, low returns on equity, and confidence-sensitive funding models that make them unattractive long-term investments. Regulatory changes have reduced leverage but also constrained economic growth and profitability. Rising non-performing loans, liquidity risks, and misaligned incentives further weaken the investment outlook for the sector. | View | |
| 2025 Q3 | Nov 17, 2025 | Liontrust GF Special Situations Fund | - | - | AZN, BIG LN, DATA LN, GSK, NFG LN, QLT LN, RELX, WEIR LN, YOU LN | catalysts, earnings, inflation, rates, UKequities | UK equities benefited from stronger earnings, moderating inflation, and expectations of lower interest rates, supporting broad market gains. The fund highlights bottom-up catalysts such as portfolio simplification, drug-pipeline growth, and takeover speculation driving individual stock performance. UK equities remain attractive where structural advantages and operational upgrades can unlock value despite macro uncertainty. | View | |
| 2025 Q4 | Jan 18, 2026 | Titan Wealth | - | - | ADBE, AEM, AMD, AU, BKR, CAT, COIN, DIS, GLEN.L, GOOGL, IBKR, LLY, LMT, MELI, MOS, MU, NFLX, ORCL, PHG, RELX, SE | AI, commodities, defense, emerging markets, Geopolitical, global, infrastructure, technology | AI is described as not just a sector theme but a foundation for broad economic transformation that will reshape how businesses operate, products are developed, and services are delivered. The technological momentum is reflected in market behavior with strong equity gains driven by optimism about ongoing earnings growth and innovation-driven expansion. Semiconductor companies benefited from AI spending throughout 2025, with specific mentions of AMD benefiting from OpenAI's compute and chip commitments, and Micron Technology providing exposure to high-bandwidth memory as a bottleneck in chip development. Defense positioning includes exposure to missiles, air defense and space through companies like Lockheed Martin, supported by large order backlogs providing strong long-term visibility amid heightened geopolitical tensions. Gold exposure through miners like AngloGold Ashanti and Agnico Eagle Mines contributed meaningfully to returns as stronger precious metal prices translated into higher cash generation for miners, with positioning for sustained tensions around currency debasement. Energy transition themes are reflected through infrastructure investments and companies positioned for the global push toward renewable energy, including exposure to energy services and LNG infrastructure where long-term dynamics look positive. Cryptocurrency exposure through Coinbase reflects positioning for financial deregulation and disintermediation, with stablecoins expected to become a preferred transfer mechanism following regulatory developments like the GENIUS Act passage. | View | |
| 2024 Q4 | Jan 28, 2025 | Aoris International Fund | - | 22.9% | APH, CDW, CPG LN, DPLM LN, HLMA LN, MC FP, MSCI, OR FP, RELX, SHW, TSCO, V | - | View | ||
| 2023 Q4 | Jan 28, 2024 | Gehlen Brautigam | 0.7% | 6.8% | BIJ GR, GUL GR, NKE, RELX, SFQ GR, TRU GR, WINE LN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | The Global Investor | RELX PLC | Industrials | Specialty Business Services | Bear | NYSE | — | 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. | ||||||||