Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul><li>Long Cast Advisers, LLC, is an independent registered investment adviser investing on behalf of individuals, family offices and endowments. It is concentrated on long-term investing, focused on small-cap companies.</li><li>For the 3Q22 quarter (ended Sept 30, 2022), cumulative net returns increased 14%. YTD returns are down 16%.</li><li>Since inception in November 2015 through quarter end 3Q22, LCA has returned a cumulative 130% net of fees, or 13% CAGR.</li><li>I continue the effort to upgrade our portfolio by consolidating around whatI believe will be the highest IRR ideas.</li></ul>

Long Cast Advisers, LLC, is an independent registered investment adviser investing on behalf of individuals, family offices and endowments. It is concentrated on long-term investing, focused on small-cap companies.For the 3Q22 quarter (ended Sept 30, 2022), cumulative net returns increased 14%. YTD returns are down 16%.Since inception in November 2015 through quarter end 3Q22, LCA has returned a cumulative 130% net of fees, or 13% CAGR.I continue the effort to upgrade our portfolio by consolidating around whatI believe will be the highest IRR ideas.

High Quality Stock Setups, Weekly Stock Bull Finder

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Finding high potential stock setups on quality companies

<ul>
<li>This upcoming week, stock market and business news is anticipated to be dominated by the U.S. Federal Reserve and global central banks racing to hike interest rates in coordinated fashion in attempts to constrain demand and reel in inflation back to central bank target levels. </li>
<li>Already, Wall St. Journal reported and Fed “whisperer” Nick Timiraos has indicated that yet another outsized interest rate hike of 75bps appears to be on the way as the Fed plays catch up to the 2 year Treasury yield. </li>
<li>Fed Chair Jay Powell’s press conference commentary on Wednesday will again be scrutinized for any hints of the Fed’s plans to either slow or stop the pace of the current monetary policy tightening cycle.</li>
</ul>


This upcoming week, stock market and business news is anticipated to be dominated by the U.S. Federal Reserve and global central banks racing to hike interest rates in coordinated fashion in attempts to constrain demand and reel in inflation back to central bank target levels. 
Already, Wall St. Journal reported and Fed “whisperer” Nick Timiraos has indicated that yet another outsized interest rate hike of 75bps appears to be on the way as the Fed plays catch up to the 2 year Treasury yield. 
Fed Chair Jay Powell’s press conference commentary on Wednesday will again be scrutinized for any hints of the Fed’s plans to either slow or stop the pace of the current monetary policy tightening cycle.


United States

Cross Country Healthcare, Inc. provides healthcare staffing services in the United States.  The Company provides travel nurse and allied health staffing, per diem nurse staffing, and clinical research trials staffing.  Cross Country's other staffing services include the placement of allied healthcare professionals, such as radiology technicians and rehabilitation therapists.

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Cross Country Healthcare, Inc (CCRN US)

Long Cast Advisers Q3 2022 Letter

Long Cast Advisers, LLC, is an independent registered investment adviser investing on behalf of individuals, family offices and endowments. It is...

Fund Newsletters

Weekly Stock Bullfinder - Week of 9/19

This upcoming week, stock market and business news is anticipated to be dominated by the U.S. Federal Reserve and global central banks racing to...

Weekly Stock Bull Finder

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