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 2, 2025 | Meridian Contrarian Fund | 16.4% | - | BWXT, CCO CN, NVTS, PACK, QDEL, SG | contrarian, fundamentals, mispricing, Recovery, Sentiment | The commentary highlights contrarian opportunities created by extreme pessimism and market overreactions. Management targets misunderstood companies where fundamentals are stabilizing despite negative sentiment. Long-term gains are expected as perceptions improve and earnings recover. | QDEL PACK SG NVTS BWXT CCO CN |
View |
| 2025 Q2 | Jul 21, 2025 | Wasatch Long/Short Alpha Fund | 0.5% | - | FN, GWRE, HQY, INSP, NSA, RKLB, SG, SKY | Defensive, Long/Short, Quality, valuation | HQY GWRE INSP NSA SKY |
View | |
| 2025 Q2 | Jul 18, 2025 | Invesco Discovery Fund | 17.2% | 3.0% | AAON, CLS CN, CRS, CWAN, DUOL, ESE, EXLS, FLS, FN, INSP, SG | AI investment, earnings, growth, industrial renewal, stock selection | The letter underscores confidence in US growth driven by AI investment, industrial renewal, and improving earnings visibility. Management emphasizes stock selection within industrials and technology as the primary return driver rather than macro forecasting. The outlook favors premier growth compounders with durable competitive positions. | View | |
| 2024 Q1 | Apr 15, 2024 | Meridian Contrarian Fund | 6.9% | 0.0% | BEPC, NVTS, QDEL, SG, SGH, THC | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | BYRN, CCSI, FORR, NGNE, QDEL, SG | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Artisan Partners Small Cap Fund | -10.1% | -10.1% | ARIS, ASND, BROS, DAY, FRSH, FTAI, GWRE, HALO, KTOS, MTSI, SG, VCYT | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Wasatch Long/Short Alpha Fund | -7.3% | - | FN, FOUR, FRPT, INSP, MEDP, OPEN, SG | AI, Quality, Shorting, small caps, Speculation | The fund declined as speculative, unprofitable small caps surged on AI and quantum themes. Managers describe the market as highly euphoric, reminiscent of 202021. They are adding shorts in overpriced speculative names while holding quality long positions like Fabrinet and Medpace, expecting normalization when fundamentals matter again. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | James England | The Honest Company Inc. | Consumer Discretionary | Restaurants | Bull | New York Stock Exchange | Automation, expansion, Margins, Restaurants, traffic | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Jake Blumenthal | Sweetgreen, Inc. | Consumer Discretionary | Restaurants | Bull | 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. | ||||||||