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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 21, 2025 | Wasatch Micro Cap Fund | 12.6% | - | AGYS, AXGN, GDYN, LMB, ROAD, WEAV | earnings growth, growth, innovation, Market cycles, Micro-Cap | The letter focuses on high-growth micro-cap companies with differentiated models and strong management teams. A risk-on environment favored lower-quality peers, creating relative underperformance. The fund remains focused on long-term growth rather than short-term style rotations. | GDYN AGYS ROAD LMB |
View |
| 2025 Q1 | Mar 31, 2025 | Wasatch Micro Cap Fund | -16.6% | -16.6% | ADUS, BOW, EZPW, HCI, WEAV, XPOF | - | View | ||
| 2023 Q2 | Jul 19, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BOWL, ETWO, EXP, ITI, LUNA, NR, POWL, WEAV, YOU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 15, 2025 | Value Investors Club | ma1ibuman | Weave Communications Inc. | Health Care | Application Software | Bull | NYSE | AI integration, digital communications, Healthcare IT, profitability inflection, re-rating catalyst, recurring revenue, SaaS, TrueLark acquisition, VC overhang, vertical software | View Pitch |
| Oct 6, 2025 | Value Investors Club | ma1ibuman | Weave Communications Inc | Health Care | Application Software | — | NYSE | SaaS, healthcare IT, dental software, optometry, TrueLark, AI receptionist, VC overhang, rerating, cloud software, SMB | 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. | ||||||||