LongCOHUJun 2026
Cohu, Inc.
Cohu is a leading supplier of semiconductor testing and inspection equipment. The fund expects the company to benefit from a recovery in its traditional end markets while also…
abrdn U.S. Small Cap Equity Fund
Actively managed U.S. small-cap equity focused on higher-quality businesses and fundamental stock selection.$394M AUM4 published ideas
abrdn U.S. Small Cap Equity Fund is an active U.S. small-cap strategy benchmarked against the Russell 2000 Index. It emphasizes higher-quality businesses and seeks to exploit valuation dislocations through fundamental stock selection. The managers see long-term opportunities from infrastructure investment, technological innovation and the reshoring of supply chains.
Ideas from abrdn U.S. Small Cap Equity Fund
LongTVTXJun 2026
Travere Therapeutics, Inc.
Travere Therapeutics specialises in treatments for rare kidney and metabolic disorders. Its foundational drug was recently approved for an additional kidney disease, expanding…
LongBLBDJun 2026
Blue Bird Corporation
Blue Bird is a leading designer and manufacturer of school buses. The fund believes replacement demand remains elevated, creating an attractive demand backdrop. Strong execution…
LongUTIJun 2026
Universal Technical Institute, Inc.
Universal Technical Institute is a leading technical-training provider serving the automotive and healthcare industries. The fund believes its operating model has improved…
Letters covered
- abrdn U.S. Small Cap Equity Fund Quarterly CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.