| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 7, 2026 | Van Der Mandele Arar Fund | - | 7.2% | 000660 KS, 095660.KQ, AII.TO, CBWTF, FRRRF, JAYYF, JXN, R3X.DE, THX.TO | geopolitics, Gold Miners, Memory, oil, semiconductors, shipping, small caps, value | THX.V 095660.KQ JXN 000660.KS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Fund Letters | Van Der Mandele Arar Fund | Gravity Co., Ltd. | Other | Interactive Home Entertainment | Bull | dividend, Gaming, Interactive Entertainment, IP Franchise, MMORPG, net cash, Ragnarok, South Korea, Special Situation | 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. | ||||||||