Opportunistic managers, and what they own
29 strategies from 17 managers run a opportunistic strategy. Between them they have published 117 letters — every position and every thesis below is quoted from the letter it came from.
- AVI Global Special Situations Fund11 letters
AVI · Global Mid-cap Opportunistic · 28 companies · latest Oct 2026
- Artisan Partners Global Opportunities Strategy9 letters
Artisan Partners · Global Large-cap Opportunistic · 54 companies · latest Sep 2026
- Alger International Opportunities Fund8 letters
Alger · International Large-cap Opportunistic · 16 companies · latest Sep 2026
- AVI Japan Opportunity Trust8 letters
AVI · Japan Opportunistic · 9 companies · latest Oct 2026
- AVI Japanese Special Situations Fund8 letters
AVI · Japan Opportunistic · 19 companies · latest Oct 2026
- Baron Opportunity Fund7 letters
Baron · US Large-cap Opportunistic · 40 companies · latest Jun 2026
- Riverwater Micro Opportunities7 letters
Riverwater Partners · US Small-cap Opportunistic · 32 companies · latest Sep 2026
- Artisan Partners Emerging Markets Debt Opportunities Strategy6 letters
Artisan Partners · Emerging markets Opportunistic · 3 companies · latest Sep 2026
- Baron Global Opportunity Fund6 letters
Baron · Global Large-cap Opportunistic · 38 companies · latest Sep 2026
- Cambiar Opportunity Fund5 letters
Cambiar Investors · Opportunistic · 26 companies · latest Sep 2026
- Alger Dynamic Opportunities Fund4 letters
Alger · Opportunistic · 10 companies · latest Sep 2026
- Artemis UK Special Situations Fund4 letters
Artemis Funds · UK Small-cap Opportunistic · 24 companies · latest Mar 2026
- Artisan Partners Emerging Markets Local Opportunities Strategy4 letters
Artisan Partners · Emerging markets Opportunistic · 3 companies · latest Sep 2026
- Spheria Global Opportunities Fund4 letters
Spheria Asset Management · Global Small-cap Opportunistic · 22 companies · latest Jul 2026
- Liontrust GF Special Situations Fund3 letters
Liontrust · Opportunistic · 12 companies · latest Oct 2026
- Pender Small Cap Opportunities Fund3 letters
Pender · Small-cap Opportunistic · 8 companies · latest Aug 2026
- AVI MIGO Opportunities Trust2 letters
AVI · Opportunistic · 22 companies · latest Sep 2026
- AVI Worldwide Opportunities Fund2 letters
AVI · Global Opportunistic · 16 companies · latest Sep 2026
- Davis Opportunity Fund2 letters
Davis Funds · Opportunistic · 10 companies · latest Dec 2025
- Hood River CM International Opportunity Fund2 letters
Hood River · International Opportunistic · 12 companies · latest Sep 2026
- Hood River CM New Opportunities Fund2 letters
Hood River · Opportunistic · latest Sep 2026
- Royal London AM Global Bond Opportunities Fund2 letters
Royal London Asset Management · Global Opportunistic · 1 company · latest Sep 2026
- Spheria Opportunities Fund2 letters
Spheria Asset Management · Mid-cap Opportunistic · 18 companies · latest Jul 2026
- Gabelli 2026 FIFA World Cup Overview & Investment Opportunities1 letter
Gabelli · Global Opportunistic · 6 companies · latest Oct 2025
- Hood River International Opportunity Fund1 letter
Hood River · International Opportunistic · 2 companies · latest Mar 2026
- Hood River New Opportunities Fund1 letter
Hood River · Opportunistic · latest Mar 2026
- Polen Credit Opportunities Fund1 letter
Polen Capital · Opportunistic · 1 company · latest Dec 2025
- RiverPark Long Short Opportunity Fund1 letter
RiverPark Funds · Opportunistic · 16 companies · latest Sep 2025
- Wasatch International Opportunities Fund1 letter
Wasatch · International Opportunistic · 2 companies · latest Dec 2025