LongETOct 2026
Energy Transfer LP
The Insiders Fund views Energy Transfer as essential energy infrastructure that transports natural gas and other hydrocarbons through an extensive pipeline network. The manager…
The Insiders Fund, LP
Fundamental long-equity investing that uses meaningful corporate insider purchases to identify opportunities, with flexible cash allocation.9 published ideas
The Insiders Fund, LP is a private investment fund managed by its general partner, Alpha Wealth Funds, LLC, with Harvey Sax serving as portfolio manager. The strategy emphasizes corporate insider trading activity alongside operating fundamentals, valuation and market conditions. The manager maintains a substantial cash allocation when equity-market risks appear unfavorable.
Ideas from The Insiders Fund, LP
LongROKOct 2026
Rockwell Automation, Inc.
The Insiders Fund views Rockwell as a beneficiary of reshoring U.S. industrial production and increasing factory automation. The thesis is that higher domestic labor costs…
LongGRABOct 2026
Grab Holdings Limited
The Insiders Fund initiated a small position in Grab because of its leadership across Southeast Asian mobility, delivery and financial services. Continued smartphone and internet…
LongGOOGOct 2026
Alphabet Inc.
Alphabet is a key Insiders Fund holding because of its entrenched search, browser, mobile, cloud and AI franchises. The manager expects a strong upcoming quarter and notes…
LongBSXOct 2026
Boston Scientific Corporation
The Insiders Fund sees Boston Scientific as a potential longer-term beneficiary of aging populations and sustained demand for medical technologies. Its cardiology…
LongABTOct 2026
Abbott Laboratories
The Insiders Fund likes Abbott as a blue-chip healthcare company with an exceptionally long record of increasing dividends. Its device, diagnostics and nutrition businesses offer…
LongGEHCOct 2026
GE HealthCare Technologies Inc.
The Insiders Fund expects GE HealthCare to benefit if investor interest broadens from AI infrastructure companies toward healthcare. Its established positions in imaging and…
LongBORROct 2026
Borr Drilling Limited
The Insiders Fund expects renewed offshore drilling demand as energy buyers try to reduce reliance on Middle Eastern hydrocarbon supplies. Borr operates jack-up rigs and has…
LongMTDROct 2026
Matador Resources Company
The Insiders Fund sees Matador as an inexpensive domestic oil and gas producer positioned to benefit from concern about unstable overseas supply. The Paloma Permian acquisition…
Letters covered
- The Insiders Fund 3rd Quarter 2026 Partner LetterOctober 14, 2026
Source PDFs are not republished here; only extracted ideas and quotes.