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Compounding
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 25, 2025 |
Caledonia Investment Geordie Cox
|
View | Diversification, Compounding, Liquidity | ORCL, SCHW | Balance Sheet Strength, Long-Term Investing, Permanent Capital, Private Capital, Public Equities |
| 2025 Q3 | Oct 9, 2025 |
FAM Dividend Focus Fund John Fox
|
View | AI, Dividends, Compounding | APH, ENTG, FTV, JKHY, POOL, ROST, VRSK | AI, Compounding, dividends, earnings, Quality |
| 2025 Q3 | Oct 9, 2025 |
Longriver Partners Fund Graham Rhodes
|
View | AI, Value, Compounding, Asia | 1523 HK | AI, Asia, Compounding, technology, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Ennismore European Smaller Companies Fund Margaret Webb
|
View | Value, Industrials, Small Caps, Compounding, Europe | HWDN LN | Compounding, Europe, industrials, small caps, Value Investing |
| 2025 Q3 | Oct 10, 2025 |
Akre Focus Fund John Neff
|
View | AI, Compounding, Software | CEG | AI, Compounding, ETF, software, technology |
| 2025 Q3 | Oct 12, 2025 |
Ashva Capital Management Ankur Shah
|
View | Financials, Compounding, Streaming | DIS, HOOD, XLF | Compounding, financials, Fintech, Patience, Streaming |
| 2025 Q3 | Oct 10, 2025 |
Pangolin Asia Fund James Hay
|
View | Emerging markets, Value, Compounding, Indonesia, Regulation | MYOR IJ | Compounding, emerging markets, Indonesia, regulation, Value Investing |
| 2025 Q3 | Nov 4, 2025 |
VT Holland Advisors Equity Fund Andrew Hollingworth
|
View | Compounding | JET2 LN, META, NED SJ, NFLX, WISE LN | Competitive Advantage, compounders, disruption, Long-Term Investing, Owner-Managers |
| 2025 Q3 | Oct 28, 2025 |
AGT Partners Gregory See
|
View | Volatility, Alternatives, Compounding | 6088 HK, 6601 HK, 700 HK, APO, KKR | Alternative Assets, Compounding, High ROIC, Tactical Trading, volatility |
| 2025 Q3 | Oct 8, 2025 |
Compound Everyday Capital Management LLP Sumit Sarda
|
View | Quality, Compounding, SmallCaps | - | Compounding, Franchises, Quality, SmallCaps, volatility |
| 2025 Q2 | Sep 3, 2025 |
Rome Capital Limited Alex Feng
|
View | Compounding | 1910 HK, CBOX LN, GIGI, NATL, REVG, SEG MM, SOC | Compounding, durability, long-term, turnover, volatility |
| 2025 Q2 | Jul 8, 2025 |
Warden Capital Hawkins Entrekin
|
View | Compounding | PLTR, SPWH | Capital Allocation, Compounding, Concentration, Long-Term Growth, Management Quality |
| 2025 Q2 | Aug 7, 2025 |
Greenhaven Road Capital Scott Miller
|
View | Compounding | ASTS, BUR, CLBT, KKR, LFCR, PAR, SOC | Capital Allocation, Compounding, growth, long-term, quality businesses |
| 2025 Q2 | Jul 15, 2025 |
Akre Focus Fund John Neff
|
View | Compounding | - | Compounding, drawdowns, durability, long-term, Quality |
| 2025 Q2 | Aug 5, 2025 |
Asheville Capital Management Jake Barfield
|
View | Compounding | 215A JP | competitive advantages, Compounding, long-term, mispricing, quality businesses |
| 2025 Q2 | Jul 17, 2025 |
Polen Capital – International Growth Todd Morris
|
View | Compounding | 8035 JP, AON, BNZL LN, EVO SS, EXPN LN, GLOB, IBN, ICLR, INPST NA, MELI, MMYT, NVO, SAP GR, SE, TME | Compounding, earnings, International Growth, Quality, valuation |
| 2025 Q2 | Jul 6, 2025 |
Resilient Capital Partners, LLC Christopher Flis
|
View | Diversification, Compounding | - | Compounding, Discipline, diversification, international, Valuations |
| 2025 Q2 | Jul 15, 2025 |
Highwood Value Partners Desmond Kingsford
|
View | Compounding | ALIG SS, BORR, BUR, FEVR, GETB LN, HFG GR, JZCP LN, MOTR LN, ODET FP, PROT NO, RYA ID, TRI FP | Capital Allocation, Compounding, ROCE, small caps, valuation gaps |
| 2025 Q2 | Jul 1, 2025 |
LMN Capital GmbH / Compound Interest Fund Laurenz Nienaber
|
View | Compounding | IBKR, MELI, RR/ LN | Compounding, Intrinsic Value, long-term, Ownership, Quality |
| 2025 Q2 | Jul 15, 2025 |
Canopy Global Small & Mid Cap Fund Jack McManus
|
View | Compounding | 4194 JP, DOL, EDEN FP, HEI, ICLR, WISE LN | Capital Allocation, Compounding, growth, Management Quality, Patience |
| 2024 Q4 | Jan 23, 2025 |
Flattery Wealth Management Andrew Flattery
|
View | Compounding, Bitcoin, Conviction | MSTR | Bitcoin Adoption, Concentrated Investing, Conviction Investing, Founder Alignment, Long-Term Compounding |
| 2023 Q4 | Jan 15, 2024 |
Flattery Wealth Management Andrew Flattery
|
View | Compounding, Optimism, Active Investing | - | Active Investing, asymmetric returns, Bitcoin Exposure, Concentrated Portfolios, Long-Term Compounding |
| 2023 Q4 | Mar 31, 2023 |
Caledonia Investment Geordie Cox
|
View | Diversification, Compounding, PrivateEquity | - | Dividend Growth, Long-Term Compounding, NAV Growth, Portfolio Diversification, private equity |