Investment
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This fund returned 21% in May alone buying ‘left-for-dead’ stocks — and it has a new target

July 3, 2025
12:53 PM
2 min read
AI Enhanced
investmentmoneystocksfinancialdistressed assetsvalue stocksmarket cyclesseasonal analysis

Key Takeaways

An average holding period of three years meant some of the bets made in the 2022 sell-off started to come good for Whetstone Capital this spring.

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2 min read

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investment

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Published

July 3, 2025

12:53 PM

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MarketWatch

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investmentmoneystocksfinancialdistressed assetsvalue stocksmarket cyclesseasonal analysis

Advanced ➔ Results This fund returned 21% in May alone buying ‘left-for-dead’ stocks — and it has a new targetWhetstone Capital has had a big year, pelled by companies including the fin DaveLast d: July 3, 2025 at 8:53 a

ETFirst Published: July 1, 2025 at 1:32 a

ETResizeListen(4 min)The market volatility of 2022 presented opportunities for the value investor prepared to step in

Photo: Getty ImagesOne hedge fund banked on scouring the dark and dislocated corners of the market to der an eye-popping 21% jump in May alone

Whetstone Capital, headquartered in Shawnee Mission, Kan. , was established in 2010 by David Atterbury and a year later his investment partner, Andrew Carlson joined him

The Author Jules RimmerJules Rimmer is a reporter in London

Rimmer spent more than 30 years as a trader and stockbroker in financial, starting at Salomon Brothers in the Liar's Poker era, taking in ING Barings, Jefferies and ending it in emerging at Investec

He hung up his headset and pivoted to journalism in 2021

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