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Construction
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 16, 2026 |
Janus Henderson UK Smaller Companies Fund Indriatti van Hien
|
View | Defense, Construction, United Kingdom | BBY.L, BWY.L, CHG.L, CVSG.L, DOM.L, MTO.L, OSB.L, QQ.L | Construction, defense, Government Policy, small caps, Uk, Valuations |
| 2025 Q4 | Feb 2, 2026 |
Bilbel Capital Fund LP Gabriel Sammut
|
View | Construction, Healthcare IT, Cement | 5C8.SI, CCLD, ICG.SI | Asia, cash flow, Cement, Consolidation, Construction, Healthcare IT, Margins, value |
| 2025 Q4 | Jan 8, 2026 |
Hertford Capital Marc-Lennart Bräutigam
|
View | SaaS, Construction, Mortgage | ACM.DE, BAMI.MI, CRAYN.OL, MAB1.L, MOL.MI, MRL.L, NA9.DE, PHLL.L, QXO, TPFG.L, WOSG.L | Construction, Europe, Mortgage, small caps, software, special situations, value |
| 2025 Q3 | Oct 9, 2025 |
Stone Sentinel Capital Marcel Gozali
|
View | Dividends, Construction, Infrastructure Spending, Real Estate | 0161.HK, 5238.KL | Asia, Construction, dividends, real estate, small caps, value |
| 2025 Q3 | Oct 14, 2025 |
Alger Small Cap Focus Fund Amy Zhang
|
View | Cloud Computing, Infrastructure, Construction | NBIS, PTLO, TLN, TPC, WING | Artificial Intelligence, Cloud, Construction, Data centers, infrastructure |