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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Ennismore's global small-cap long/short fund applies capital cycle analysis to identify mispriced opportunities. Q1 performance was driven by Japanese software and Korean job portal gains, offset by gaming and legal tech concerns around AI disruption."
Ennismore's global small-cap long/short fund applies capital cycle analysis to identify mispriced opportunities. Q1 performance was driven by Japanese software and Korean job portal gains, offset by gaming and legal tech concerns around AI disruption. The manager maintains conviction in businesses where markets mistake competitive durability for vulnerability, particularly in digital platforms.
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