Opportunistic managers, and what they own
29 strategies from 17 managers run a opportunistic strategy. Between them they have published 94 letters — every position and every thesis below is quoted from the letter it came from.
- AVI Global Special Situations Fund9 letters
AVI · Global Mid-cap Opportunistic · 16 companies · latest Aug 2026
- Alger International Opportunities Fund7 letters
Alger · International Large-cap Opportunistic · 13 companies · latest Mar 2026
- Artisan Partners Global Opportunities Strategy7 letters
Artisan Partners · Global Large-cap Opportunistic · 40 companies · latest Jun 2026
- Baron Opportunity Fund7 letters
Baron · US Large-cap Opportunistic · 40 companies · latest Jun 2026
- AVI Japan Opportunity Trust6 letters
AVI · Japan Opportunistic · latest Aug 2026
- AVI Japanese Special Situations Fund6 letters
AVI · Japan Opportunistic · 4 companies · latest Aug 2026
- Riverwater Micro Opportunities6 letters
Riverwater Partners · US Small-cap Opportunistic · 24 companies · latest Jun 2026
- Baron Global Opportunity Fund5 letters
Baron · Global Large-cap Opportunistic · 29 companies · latest Jun 2026
- Artemis UK Special Situations Fund4 letters
Artemis Funds · UK Small-cap Opportunistic · 5 companies · latest Mar 2026
- Artisan Partners Emerging Markets Debt Opportunities Strategy4 letters
Artisan Partners · Emerging markets Opportunistic · 2 companies · latest Jun 2026
- Cambiar Opportunity Fund4 letters
Cambiar Investors · Opportunistic · 9 companies · latest Jun 2026
- Spheria Global Opportunities Fund4 letters
Spheria Global Opportunities Fund · Global Small-cap Opportunistic · 21 companies · latest Jul 2026
- Alger Dynamic Opportunities Fund3 letters
Alger · Opportunistic · latest Mar 2026
- Pender Small Cap Opportunities Fund3 letters
Pender · Small-cap Opportunistic · 7 companies · latest Aug 2026
- Artisan Partners Emerging Markets Local Opportunities Strategy2 letters
Artisan Partners · Emerging markets Opportunistic · 3 companies · latest Jun 2026
- Davis Opportunity Fund2 letters
Davis Funds · Opportunistic · 1 company · latest Dec 2025
- Liontrust GF Special Situations Fund2 letters
Liontrust · Opportunistic · 5 companies · latest Jul 2026
- Spheria Opportunities Fund2 letters
Spheria Global Opportunities Fund · Mid-cap Opportunistic · 15 companies · latest Jul 2026
- AVI MIGO Opportunities Trust1 letter
AVI · Opportunistic · 11 companies · latest Jun 2026
- AVI Worldwide Opportunities Fund1 letter
AVI · Global Opportunistic · latest Mar 2026
- Gabelli 2026 FIFA World Cup Overview & Investment Opportunities1 letter
Gabelli · Global Opportunistic · latest Oct 2025
- Hood River CM International Opportunity Fund1 letter
Hood River · International Opportunistic · 9 companies · latest Jun 2026
- Hood River CM New Opportunities Fund1 letter
Hood River · Opportunistic · latest Jun 2026
- Hood River International Opportunity Fund1 letter
Hood River · International Opportunistic · 1 company · latest Mar 2026
- Hood River New Opportunities Fund1 letter
Hood River · Opportunistic · latest Mar 2026
- Polen Credit Opportunities Fund1 letter
Polen Capital · Opportunistic · latest Dec 2025
- RiverPark Long Short Opportunity Fund1 letter
RiverPark Funds · Opportunistic · latest Sep 2025
- Royal London AM Global Bond Opportunities Fund1 letter
Royal London Asset Management · Global Opportunistic · latest Jun 2026
- Wasatch International Opportunities Fund1 letter
Wasatch · International Opportunistic · 1 company · latest Dec 2025