| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 20, 2026 | Laughing Water Capital | -4.5% | -4.5% | LFCR, LQDA, LRN, NN, PAR, SES.TO, TBPH, VTY.L | Biotechnology, Concentration, small cap, special situations, value | View | ||
| 2026 Q1 | Apr 1, 2026 | Summers Value Fund | -2.7% | -2.7% | AVNS, TBPH | healthcare, M&A, Medical Devices, Pharmaceuticals, small caps, value | TBPH AVNS TBPH AVNS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Summers Value Fund | Theravance | Biotechnology | Biotechnology | Bull | NASDAQ | biotechnology, cash flow, China, Copd, patent protection, restructuring, royalties, strategic review | View Pitch |
| Apr 27, 2026 | Fund Letters | Summers Value Fund | Theravance | Biotechnology | Biotechnology | Bull | NASDAQ | biotechnology, cash flow, China, Copd, patent protection, restructuring, royalties, strategic review | 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. | ||||||||