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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 13, 2025 | AVI Global Trust | - | 12.4% | 028260 KS, NWSA | Balance Sheets, Buybacks, Corporate Actions, Discounts, value | The letter emphasizes value investing in asset-rich, cash-generative companies trading at discounts to intrinsic value due to complexity, governance issues, or cyclical pessimism. A focus on balance sheet strength and corporate actions such as buybacks and restructurings underpins return generation. Value investing is positioned to benefit from discount narrowing as fundamentals assert themselves. | NWSA 028260 KS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | Fund Letters | Joe Bauernfreund | Samsung C&T Corporation | Industrials | Industrial Conglomerates | Bull | New York Stock Exchange | biologics, Governance, Holdingcompany, semiconductors, Sumofparts | View Pitch |
| Jan 15, 2026 | Fund Letters | Joe Bauernfreund | Samsung C&T Corporation | Industrials | Industrial Conglomerates | Bull | New York Stock Exchange | Conglomerates, discount, Governance, Holdingcompany, NAV | 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. | ||||||||