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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 19, 2024 | Andvari Associates | 0.0% | 20.3% | AMT, BUD, CSGP, IWM, MA, MO, SPY, WEA | dividends, Quality, rates, real estate, Tobacco, value | CoStar Group is investing $1 billion into Homes.com to compete against Zillow in residential real estate. The National Association of Realtors settlement could provide a tailwind by changing commission structures that favor Homes.com's seller-focused business model over buyer-focused portals. | MO WEA CSGP KPG.AX |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Andvari Associates | Western Asset Premier Bond Fund | Financials | Asset Management & Custody Banks | Bull | NYSE | Berkshire Connection, bond fund, closed-end fund, fixed income, high yield, income investment, NAV discount, Western Asset | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Binary Tree Analytics | Western Asset Premier Bond Fund | Financials | Asset Management | Bear | 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. | ||||||||