| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 20, 2026 | Guinness China | 8.9% | 7.4% | 000338.SZ, 002236.SZ, 002572.SZ, 300760.SZ, 600183.SS, 600563.SS, 601888.SS | AI, China, consumer, Data centers, industrials, Property, technology, Valuations | 000338.SZ 300760.SZ 002572.SZ 601888.SS 600563.SS 600183.SS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | Fund Letters | Guinness China | Suofeiya Home Collection Co., Ltd. | Furnishings, Fixtures & Appliances | Home Furnishings | Bull | Shenzhen Stock Exchange | China, Consumer Discretionary, Customised Cabinets, Cyclical, dividend yield, home furnishings, Property, Renovation, Value | 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. | ||||||||