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Marketplaces
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 14, 2026 |
Brown Capital Management International All Company Fund Kayode O. Aje
|
View | AI, Quality, E-commerce, Marketplaces, Software | ASML, FLTR.L, HUB.AX, REA.AX, SHOP.TO, XRO.AX | AI, EGCs, growth, international, long-term, Quality, technology, underperformance |
| 2025 Q2 | Jun 30, 2025 |
Brown Capital Management International All Company Fund Kayode O. Aje
|
View | Marketplaces | AJB LN, AUTO NO, ICLR, MELI, R9C GR, VENDA NO | Compounding, International Equities, marketplaces, Network Effects, profitability |