Rewey
Rewey AM RAM Smid Value Composite
Mid-cap Value
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Rewey for every strategy.
Performance
as of Jun 30, 2026 · USD
- YTD+31.1%index +24.2%
Index: Russell 2500 Value Total Return
| YTD | |
|---|---|
| Rewey AM RAM Smid Value Composite | +31.1% |
| Russell 2500 Value Total Return | +24.2% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
While we believe this upcycle is still in its early stages, we have trimmed our position into strength.
we added five new positions in 2Q26 and sold four positions, which included both Webster (WBS) and Cross Country (CCRN) as they both have acquisition offers.
we added five new positions in 2Q26 and sold four positions, which included both Webster (WBS) and Cross Country (CCRN) as they both have acquisition offers.
We initiated a position in Vontier Corp. (NYSE: VNT), a $4.2 billion industrial technology company that provides fueling equipment, payment systems, and automotive repair tools.