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 15, 2025 | Highwood Value Partners | - | 4.2% | ALIG SS, BORR, BUR, FEVR, GETB LN, HFG GR, JZCP LN, MOTR LN, ODET FP, PROT NO, RYA ID, TRI FP | Capital Allocation, Compounding, ROCE, small caps, valuation gaps | The letter highlights long-term compounding through ownership of capital-light, high-ROCE businesses purchased at discounted valuations. Management emphasizes international small- and mid-cap opportunities where mispricing is most persistent. Patience, discipline, and behavioral edge are positioned as core competitive advantages. | BORR HFG BOL BUR LN JZCP LN MOTR LN FEVR LN PROT NO TRI FP |
View |
| 2025 Q1 | Apr 4, 2025 | Ennismore European Smaller Companies Fund | 5.4% | 5.4% | COST LN, THEP FP, TRI FP, VOS GR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 16, 2026 | Fund Letters | Margaret Webb | Trigano SA | Consumer Discretionary | Leisure Vehicles | Bull | Euronext Stock Exchange | cashflow, Cyclicality, Leisure, Margins, Vehicles | View Pitch |
| Jan 8, 2026 | Fund Letters | Desmond Kingsford | Trigano SA | Consumer Discretionary | Automobile Manufacturers | Bull | Euronext Stock Exchange | Acquisitions, Demographics, RVs, scale, Succession | 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. | ||||||||