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Green Ash Partners's investment thesis on Filtronic ($FTC.L) — Q2 2026 | Buyside Digest

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$FTC.LNASDAQFiltronic

NEUTRAL

Green Ash Partners—FTC.L

Fund Letter

Q2 2026

Published August 31, 2026

View Fund Profile

$242.00USD

+10.0% vs last month

$220.00Pitched

+10.0% since pitch

Market Cap$532.3M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

GA-Courtenay Special Situations Fund declined 13.8% in July 2026, bringing year-to-date performance to -10.0%, driven by a 50-year high volatility spike in momentum factor risk that indiscriminately impacted higher-growth equities. The manager ascertained...

— Adrian Courtenay

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