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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Mar 31, 2026 | WS Ruffer Total Return Fund | 1.6% | 1.6% | 0019.HK, BABA, BP, COIN | Bonds, Crisis, energy, Geopolitical, Iran, oil, Protection, volatility | View | ||
| 2023 Q3 | Oct 25, 2023 | Third Avenue International Real Estate Value Fund | 11.7% | 0.0% | 0019.HK, 1821.HK, 3231.T, 8923.T, BYG.L, CTP.AS, GLV.L, NSR.AX, SVI.TO, VEST.MX | Immigration, Industrial, international, Nearshoring, real estate, Self Storage, value | The Fund increased exposure to nearshoring through investments in industrial/logistics real estate companies like CTP NV and Vesta, which benefit from supply chain reshoring to European and Mexican markets respectively. Central and Eastern European markets offer significantly lower production costs and high-quality infrastructure. | CTPNV.AS NSR.AX BYG.L |
View |
| 2023 Q4 | Jan 28, 2024 | Third Avenue International Real Estate Value Fund | 11.7% | 0.0% | 0016.HK, 0019.HK, 8923.T, BEI.TO, BYG.L, CTPNV.AS, GEST.L, GLV.L, HLI.L, INA.AX, NSR.AX, SHUR.L, SVI.TO, VESTA.MX | Asia, international, Nearshoring, real estate, REITs, value | Fund focuses on international real estate companies trading at significant discounts to net asset value. Manager sees opportunity in residential real estate with strong immigration and limited supply, industrial properties exposed to nearshoring trends, and select Japanese real estate companies. | 0016.HK 0101.HK 0019.HK HLCL.L |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Third Avenue International Real Estate Value Fund | Swire Pacific Ltd | Real Estate | Real Estate Operating Companies | Bull | Hong Kong Stock Exchange | Asia, capital allocation, China, Hong Kong, Office, Premium Properties, Resource Conversion, retail, Share Buyback | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||