Quarterly Issue
Hidden Value Stocks
Welcome to Hidden Value Stocks, Hedge Fund Alpha’s quarterly newsletter. Every quarter, we publish analysis on two stock picks from two top managers. The full newsletter is for subscribers only, but here you’ll find excerpts from each quarter’s issue, along with updates on ideas featured in previous issues of Hidden Value Stocks. In addition to two stock picks, we’ll also introduce you to the featured managers, providing an in-depth interview about their strategy, how that strategy has changed over the years, their background, how they got into asset management, and more. Subscribe to our Hidden Value Stocks newsletter for the complete deep dive on quarterly stock picks from leading managers.
Quarterly Issue
Articles
Artisan Partners Won Big with This Now-Acquired Online Travel Agency by Holding Since the Pandemic
Articles
Zuken Stock One Year Later: Artisan Partners Says More Fuel Left
Articles
Hidden Value Stocks Q3 2025 Special Edition: Andrew Reider And Gustavo Campanha Of WHG Asset Management
Articles
Hidden Value Stocks Q3 2025 Special Edition: Ryan O’Connor Of Crossroads Capital
Quarterly Issue
Hidden Value Stocks Q3 2025 Special Edition: WHG Asset Management And Crossroads Capital
Articles
Revisiting Apis Capital’s Investment Theses
Articles
Hidden Value Stocks Q3 2025: Heartland Advisors’ Will Nasgovitz On His Favorite Stocks
Quarterly Issue
Hidden Value Stocks Q3 2025 Issue: Will Nasgovitz of Heartland Advisors
Free
Hidden Value Stocks Q2 2025: Interview with Plough Penny and Kernow
Quarterly Issue
Hidden Value Stocks Q2 2025 Issue: Kernow Asset Management and Plough Penny Partners
Free
Revisiting Focus Capital’s, City Different’s Theses for Burford Capital
Quarterly Issue
Hidden Value Stocks Q1 2025 Issue: Lowell Capital and TMR Capital
Quarterly Issue
Hidden Value Stocks Q4 2024 Issue: Artisan And Silver Beech
Articles
Burford Capital Is Our July 2024 Stock Pick: Sysco and YPF Cases in Focus
Quarterly Issue
Hidden Value Stocks Q3 2024 Issue: Apis Capital And Third Avenue
Quarterly Issue
Hidden Value Stocks Q1 2024 Issue
Quarterly Issue
Hidden Value Stocks Q4 2023 Issue
Quarterly Issue
Hidden Value Stocks Q3 2023 Issue
Quarterly Issue

