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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Jun 8, 2024 | Voss Value Offshore Fund | 7.4% | 8.9% | ALTG, GENI, IMXI, PAR, RCM, RTO.L, SLCA, SWI | Long/Short, M&A, small caps, special situations, technology, value | Manager maintains concentrated exposure to cheap small caps despite underperformance relative to mega cap tech. Small caps are more exposed to interest rates and have not found sustained propulsion, but with rate stability expected M&A activity to increase from multi-decade lows. | View | |
| 2024 Q1 | Jun 8, 2024 | Voss Value Fund | 9.2% | 9.2% | ALTG, GENI, IMXI, PAR, RCM, RTO.L, SLCA, SWI | AI, Long/Short, M&A, small caps, sports betting, technology, value | Manager maintains concentrated exposure to cheap small caps despite underperformance relative to mega cap tech. Small caps are more exposed to rates and have not yet found sustained propulsion, but with rate stability expected M&A activity to continue recovering from multi-decade lows. | View | |
| 2025 Q1 | Apr 3, 2025 | Rodrigo Benedetti | - | - | AMZN, COOP, CUBI, ENR.DE, GOOG, HNRG, HSBK.L, META, NVDA, OZK, PSIX, RDFN, RKT, SRC.L, SWI, TKA.DE | AI, banks, defense, Europe, megacaps, Trade Policy, value | AI capex and MAG7 stocks were getting entrenched with their fates interlinked. The AI/datacenter trade became radioactive after the correction, though the manager sees potential if capex numbers grow in 2026 and flatten in 2027. Looking at energy plays around AI infrastructure. | View | |
| 2024 Q1 | Apr 20, 2024 | Headwaters Capital Management, LLC | 8.8% | 21.4% | CLMB, QLYS, SOPH.L, SWI, UFPT | cybersecurity, Distribution, growth, mid cap, software, technology, value | CLMB is a specialty IT distributor focused on cybersecurity and data center software with deep expertise in the products it distributes. The cybersecurity focus supports faster growth rates than broader IT spend, with demand backdrop for cybersecurity broadly supporting organic revenue growth. QLYS remains a critical solution within the cybersecurity ecosystem despite Microsoft partnership ending. | CLMB |
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| 2024 Q4 | Feb 19, 2025 | Voss Value Fund | 9.5% | 19.9% | AMTM, CTS.TO, EEFT, FUJHY, MBGYY, PLYA, SWI | Long/Short, M&A, small caps, special situations, undervalued, value | The fund focuses on identifying undervalued securities trading at significant discounts to intrinsic value. The manager emphasizes valuation discipline as a core investment virtue and seeks idiosyncratic, value-oriented special situations amid market extremes. | AMTM FUJHY MBGYY EEFT |
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| 2024 Q4 | Feb 19, 2025 | Voss Value Offshore Fund | 9.6% | 19.2% | AMTM, CTS.TO, EEFT, FUJHY, J, MBGYY, PLYA, SWI, TM, TSLA | buyouts, Long/Short, M&A, small caps, special situations, value | The fund's main theme for 2025 focuses on small cap M&A and special situations after two years of dismal deal flow. Three quick wins from acquisitions occurred year-to-date: SWI, CTS CN, and PLYA. The manager expects several additional portfolio companies to be acquired as the year progresses. | AMTM FUJHY MBGYY EEFT |
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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. | ||||||||