LongHNGEJul 2026
Hinge Health, Inc.
Hinge Health provides virtual physical therapy and produced exceptional recent financial results. Second-quarter billings increased 52% year over year due to both new members and…
Osterweis Opportunity Fund
Small-cap growth equity strategy focused on fundamental security selection and sustainable growth, with active rotation away from crowded areas.$360M AUM6 published ideas
Osterweis Opportunity Fund is a small-cap growth strategy benchmarked against the Russell 2000 Growth Index. Security selection is a central driver of returns, with significant exposure to technology, industrials, health care and consumer discretionary companies. Following exceptional gains in AI-linked holdings, the managers have been taking profits and reallocating toward less-crowded opportunities with more sustainable growth rates.
Ideas from Osterweis Opportunity Fund
LongLTHJul 2026
Life Time Group Holdings, Inc.
Life Time operates high-end health clubs and has consistently beaten and raised estimates during the fund's roughly year-and-a-half ownership period. The fund believed a…
LongSMTCJul 2026
Semtech Corporation
Semtech provides high-performance analog and mixed-signal semiconductors whose connectivity products are becoming increasingly important in AI data centers. The company is seeing…
LongCDNLJul 2026
Cardinal Infrastructure Group Inc.
Cardinal Infrastructure delivered strong first-quarter results, including 64% organic growth, and announced its first data-center win. The company also completed a well-priced…
LongSITMJul 2026
SiTime Corporation
SiTime is the leading pure-play precision-timing semiconductor company. Adoption is increasing in AI data centers as well as applications such as Apple's iPhone, while its most…
LongFSVJul 2026
FirstService Corporation
FirstService experienced a difficult second quarter because its roofing and residential closet businesses remained soft. The fund expects organic growth to improve during the…
Letters covered
- Q2 Small Cap Growth Update: AI Investment Pushes Market HigherJuly 22, 2026
Source PDFs are not republished here; only extracted ideas and quotes.