Rewey
Rewey AM
Mar 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Rewey for every strategy.
What it bought and sold
We increased our position on the price weakness during the quarter.
In 2Q25, we increased our position in Orthofix Medical, Inc. (OFIX) following a 45.6% decline from its February high and a 36.1% drop from its 2024 close.
Also held
Its investment theses
- Orthofix Medical, Inc.Jun 2025Orthofix Medical is viewed as a compelling investment opportunity due to its strong financial position, recent insider purchases, and potential for growth in key markets despite a temporary revenue setback.
- DucommunMar 2025With strong defense tailwinds, backlog growth, and margin expansion potential, Ducommun looks like a high-conviction aerospace supplier ready to compound over multiple years.