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 27, 2025 | Forager International Shares Fund | 17.6% | 14.1% | 3769 JP, 4194 CN, 4733 JP, APG, CROX, FIX, FLUT, GLEN LN, JD/ LN, MTX GR, PSI CN, TKO, WISE LN, ZETA | contrarian, fundamentals, global value, valuation gaps, volatility | The commentary highlights global value opportunities outside crowded U.S. markets, with an emphasis on idiosyncratic situations and underfollowed companies. Management stresses patience and fundamental analysis as key to exploiting valuation gaps. Market volatility is viewed as a tailwind for disciplined value investors. | ZETA APG TKO FLUT MTX GR FIX WISE LN 4194 CN 4733 JP 3769 JP PSI CN |
View |
| 2024 Q3 | Sep 30, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | ANF, CELH, CHRD, ELF, LNTH, PCVX, PJT, RMBS, VNOM, ZETA | - | View | ||
| 2024 Q4 | Jan 17, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BILL, EVH, FRSH, LPLA, PCVX, PI, PJT, SUM, TMDX, ZETA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @JoshTradeOption | Zeta Global Holdings Corp. | Media | Interactive Media & Services | Bull | New York Stock Exchange | adtech, Data Platforms, LEAPS, Marketing Software, Options, Volatility | View Pitch |
| Feb 4, 2026 | Twitter / X | @KyleAdamsStocks | Zeta Global Holdings Corp. | Software | Application Software | Bull | New York Stock Exchange | advertising, analytics, Customer, Data, enterprise, Marketing, platform, SaaS, Software | View Pitch |
| Dec 6, 2025 | Fund Letters | Steve Johnson | Zeta Global Holdings Corp. | Information Technology | Software - Infrastructure | Bull | NYSE | Data, Marketing, SaaS, Software, valuation | View Pitch |
| Oct 13, 2025 | Seeking Alpha | Seeking Alpha | Zeta Global | Software - Infrastructure | Bull | 2028 targets, adjusted EBITDA, AI innovation, competitive landscape, Customer Expansion, investment opportunity, market share, Revenue Growth, valuation, Zeta Marketing Platform | View Pitch | ||
| Sep 16, 2025 | Short Thesis | Culper Research | Zeta Global Holdings Corp | Information Technology | Application Software (Marketing Automation) | Bear | NYSE | Automation, Churn, Competition, leverage, Marketing | View Pitch |
| Sep 16, 2025 | Short Thesis | Lauren Balik | Zeta Global Holdings Corp | Information Technology | Application Software (Marketing Automation) | Bear | NYSE | AI, Automation, Churn, Competition, Marketing | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Yiannis Zourmpanos | Zeta Global Holdings Corp. | Information Technology | Software - Infrastructure | Bull | 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. | ||||||||