Rewey
Rewey AM
Mar 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 2 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.
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.