Welcome to another edition of the Capital Employed Newsletter.
If you’ve not done so already make sure to check out the Q2 2025 Fund Letters Round-Up - 96 letters have been added so far. It’s a treasure trove of insights and ideas.
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Latest interviews with fund managers sharing their best ideas…
#116 - Alyx Wood (Kernow Asset Management) 📗
#115 - Dan Lysik (Miller Deep Value Select Fund) 📗
#114 - Erling Sorenson (Aligned Capital Management) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Real Assets Value on Veris Residential 🇺🇸
NJ waterfront apartment REIT trading at >25% discount to NAV, 1/5 of portfolio sold or under contract, potential M&A target for listed REITs.A round-up of the the best ‘fresh-off-the-press’ stock pitches from the past two weeks…
North America
Deep Sail Capital on Precipio 🇺🇸
Biotechnology company that is focused on cancer diagnostics.
Trident Opportunities on IRIDEX 🇺🇸
Razor-blade medical device company in the midst of a turnaround.