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 | Jul 21, 2025 | JB Global Capital | - | - | BABA, NKE, SHOO | active, Concentration, Footwear, global, Trade Policy, value | The manager views footwear as an attractive investment category due to its dual nature as both practical necessity and fashion item. Footwear is deeply connected to the limbic system and comfort, making it difficult for new entrants to create superior products that cannot be copied. The manager added Steven Madden to complement Nike holdings. | SHOO SHOO |
View |
| 2026 Q1 | Apr 21, 2026 | abrdn U.S. Small Cap Equity Fund | 1.0% | 1.0% | ADMA, ATEC, ECG, GTX, KWR, MGY, MIR, PATK, QTWO, SHOO, VIAV | energy, Geopolitical, infrastructure, small caps, technology, US | View | ||
| 2025 Q1 | Mar 31, 2025 | abrdn U.S. Small Cap Equity Fund | -3.7% | -3.7% | AZEK, COHU, CORT, HEES, JHX, LOB, LRN, MWA, REVG, SHOO, URI, VERX, WERN, WK | infrastructure, M&A, Quality, small caps, tariffs, Trade Policy, water | Trump administration announced new trade policy with 10% tariffs on all imports plus additional country-specific tariffs, followed by 90-day moratorium on additional tariffs except China while negotiations proceed. Significant market volatility resulted from concerns about macroeconomic slowdown and higher inflation. | REVG MWA WK SHOO VERX LRN HEES CORT |
View |
| 2025 Q1 | Mar 31, 2025 | Voya Small Company Fund | - | - | COHU, CORT, HIMS, MWA, PRA, SHOO | growth, healthcare, semiconductors, small caps, technology, value | The fund focuses on US small cap core equity strategy and outperformed the Russell 2000 Index during Q1 2025. Small caps experienced broader pullbacks compared to large caps, with the fund benefiting from stock selection in industrials, healthcare, and financials sectors. | MWA PRA HIMS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | JB Global Capital | Steven Madden Ltd. | Consumer Discretionary | Footwear | Bull | NASDAQ | acquisition target, brand portfolio, Consumer Discretionary, Defensive growth, fashion, Footwear, Free Cash Flow, international expansion, net cash, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | abrdn U.S. Small Cap Equity Fund | Steven Madden | Consumer Discretionary | Textiles, Apparel & Luxury Goods | Bear | NASDAQ | Consumer Discretionary, Footwear, Import Costs, tariffs, trade policy | View Pitch |
| Jan 8, 2026 | Fund Letters | Jack Beiro | Steven Madden, Ltd. | Consumer Discretionary | Footwear | Bull | NASDAQ | acquisition target, Footwear, Free Cash Flow, Succession, 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. | ||||||||