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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 1, 2024 | REQ Global Compounders | - | 14.0% | 0R4P LN, 3004 TT, CEG | CashFlow, Compounding, Decentralization, growth, M&A | Compounding: The letter emphasizes strong organic growth, high cash generation, and sustained reinvestment across decentralized acquisition-driven compounders. Portfolio companies announced 99 acquisitions in 1H24, supported by robust cash culture and reinvestment discipline. Acquisition: Notable deals include Diplomas purchase of Peerless Aerospace Fastener and Judges Scientifics acquisition of Rockwash Geodata. These demonstrate disciplined pricing, high returns on capital, and structurally deep private-market pipelines across Europe and the US. Decentralization: REQ highlights that culturenot deal countis the core engine. Decentralized structures, local autonomy, and entrepreneurial incentives enable subsidiaries to scale while maintaining agility. Decentralization is framed as essential to sustaining multi-decade compounding. | View | |
| 2023 Q2 | Jul 31, 2023 | MCJ Capital Partners | 10.6% | 11.7% | 0R4P LN, CPRT, CSU CN | - | View | ||
| 2023 Q1 | Jun 14, 2023 | Evermore Global Value Fund | 0.0% | 0.0% | 0R4P LN, AKH NO, ASA NO, DHT, MTGA SS, NEB GR, STST NO | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||