Vela Funds
Our archive holds 4 letters from Vela Funds, behind 5 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
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3 strategies
Vela Funds publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.
- Vela International Fund2
International Mid-cap · 5 companies
- Vela Large Cap Fund1
Large-cap
- Vela Small Cap Fund1
Small-cap · 13 companies
What they bought and sold · 1 move
- ExitedAlign Technology, Inc.September 2025
“We sold the position to harvest losses for tax purposes ahead of the end of the fiscal year.”
Read the letter
Companies held · 11
Every company Vela Funds has disclosed a position in across our archive, with the letter that last mentioned it.
- Alamos GoldSep 2025
- Align Technology, Inc.Sep 2025
- Antero Resources CorporationSep 2025
- Bruker CorporationSep 2025
- Criteo SASep 2025
- Grahm Holdings Company, Class B SharesSep 2025
- Hub Group, Inc.Sep 2025
- Indivior, PLC.Sep 2025
- Performance Food Group CompanySep 2025
- S-Bone, Inc.Sep 2025
- TeradyneSep 2025
Theses · 5
- September 2025
Allfunds Group is the largest European B2B funds distribution platform, poised for growth due to the shift towards open architecture models in the financial sector.
Read the full thesis - September 2025
Coats Group is a 250-year-old leader in the global thread industry, now expanding into the footwear market with strategic acquisitions and a focus on enhancing margins for faster earnings growth.
Read the full thesis - September 2025
Fever-Tree Drinks is poised for a return to healthier margins, closer to 20%, following its transition to Molson Coors for US production after facing challenges that reduced margins below 10%.
Read the full thesis - September 2025
Globant is a leading global technology service company that has significantly declined in value post-pandemic, but is poised for growth as the focus shifts from cost-efficiency to product and experience.
Read the full thesis - March 2025
JDE Peet's is poised for significant upside potential due to falling green coffee prices and strong free cash flow, despite current challenges and a depressed stock price.
Read the full thesis
Letter archive · 4
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