Rewey
Rewey AM Smid Value Strategy
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 10 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 Sep 30, 2026 · USD
- YTD+21.7%index +18.8%
Index: Russell 2500 Value Total Return index
| YTD | |
|---|---|
| Rewey AM Smid Value Strategy | +21.7% |
| Russell 2500 Value Total Return index | +18.8% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 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
We reestablished a position in Mayville Engineering company in the quarter.
We did trim back our position at higher levels, which gave us room to add at lower prices in 3Q26.