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Australia
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 8, 2025 |
HMC Capital Partners Fund I Victoria Hardie
|
View | Value, Australia | BBN.AX, GNC.AX, INA.AX, LIC.AX, LLC.AX | Agriculture, Australia, consumer, Engagement, real estate, turnaround, value |
| 2025 Q3 | Sep 30, 2025 |
Airlie Australian Share Fund Emma Fisher
|
View | Gold, Real Estate, Australia | ALD.AX, ALL.AX, APZ.AX, BHP.AX, BSL.AX, CBA.AX, CHC.AX, CSL.AX, EBO.AX, GMG.AX, MQG.AX, NCK.AX, NWSA, RMD, SOL.AX | Australia, banks, equities, gold, real estate, value, volatility |