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AGT Partners's investment thesis on Marco Polo Marine Ltd ($5LY.SI) — Q2 2026 | Buyside Digest

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$5LY.SINASDAQMarco Polo Marine Ltd

NEUTRAL

AGT Partners—5LY.SI

Fund Letter

Q2 2026

Published July 29, 2026

View Fund Profile

$0.14USD

+5.4% vs last month

$0.13Pitched

+2.3% since pitch

Market Cap$528.4M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

AGT Partners generated strong first-half 2026 returns of +32.4% (Class A) despite navigating volatile energy prices from the US-Iran conflict, elevated US interest rates, and expensive AI/semiconductor valuations. The fund maintains...

— Greg

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