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Governance
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 |
2Point2 Capital Long Term Value Fund Amit Mantri
|
View | India, Governance, Regulation, Liquidity, Short Selling | 8NI0 GR, LKNCY | Governance, India, Market Liquidity, regulation, Short Selling |
| 2025 Q3 | Oct 7, 2025 |
Hertford Capital Marc-Lennart Bräutigam
|
View | AI, Value, Software, Europe, Governance | AOF GR, KSB GR, LSL LN, MAB1 LN, MOL IM, PLNW FP, WOSG LN | Artificial Intelligence, Capital Allocation, Europe, software, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Sandon Capital Gabriel Radzyminski
|
View | Activism, M&A, Governance, Media | - | Activist Investing, Corporate Governance, Media, Mergers and acquisitions, small caps |
| 2025 Q2 | Jul 17, 2025 |
Platinum Asia Fund Cameron Robertson
|
View | Governance | 039030 KS, 2202 HK, MYOR IJ, TSM | Asia Equities, governance reform, industrials, shareholder returns, valuation re-rating |
| 2025 Q2 | Jul 21, 2025 |
Mobius Capital Partners Carlos Hardenberg
|
View | Sustainability, Emerging markets, Governance | - | emerging markets, Engagement, Governance, sustainability |
| 2023 Q4 | Dec 31, 2023 |
Motiwala Capital Adib Motiwala
|
View | Value, Japan, Governance | 4746 JP, 4832 JP, 6955 JP | Corporate Governance Reform, earnings growth, Japanese Equities, shareholder alignment, Valuation Opportunity |
| 2023 Q4 | Dec 31, 2023 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | Credit, Governance, PrivateMarkets | - | Covenant-Lite Loans, Fund Leverage, Illiquidity Premium, private credit, private equity |
| 2022 Q2 | Aug 1, 2022 |
1578 Partners, LP Marc Werres
|
View | Inflation, Governance, Tightening | CVET | Corporate Governance, Federal Reserve Tightening, Inflation Shock, Intrinsic Value, Market Volatility |