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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | Rome Capital | - | - | 1910.HK, CBOX.L, NATL, REVG, SEG, SOC | Derivatives, growth, small caps, special situations, spinoffs, turnaround, value | Manager emphasizes special situations as compelling opportunities amid market turbulence, particularly spinoffs and restructurings. The approach focuses on forced selling creating attractive entry points, though notes that multiple expansion requires strong business fundamentals beyond just the special situation setup. | 1910 HK SEG US REVG US SOC US NATL CBOX LN |
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| 2025 Q1 | Apr 12, 2025 | Longleaf Partners International Fund | 0.7% | 0.7% | 1910.HK, AC.PA, CFR.SW, CUERVO.MX, DPZ.L, ERF.PA, GLB, GRUMA.MX, HDFCBANK.NS, HTHT, JFC.PS, LXS.DE, MILC.ST, PFD.L, PRN.L, TCEHY | AI, defense, Europe, geopolitics, international, SMID Cap, tariffs, value | US President Trump announced reciprocal tariffs under the International Emergency Economic Powers Act, with baseline 10% tariffs on all countries and higher rates for specific nations including 34% for China and 20% for the EU. This represents a simultaneous trade war against all key economies globally and has caused sharp selloffs in equity markets. The fund has consciously repositioned to more domestically focused names to avoid geopolitical risks. | 1910.HK JFC.PS CUERVO.MX GLB.L CFR.SW LXS.DE PRX TIGO |
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| 2024 Q4 | Dec 31, 2024 | Moerus Capital Management | - | 16.0% | 0388.HK, 1821.HK, 1910.HK, AAL.L, ARCO, BAJAJHLDNG.NS, BMA, CBD, DESP, DGX, EFX.TO, GGAL, IDFCFIRSTB.NS, JEF, MEG.TO, NTCO, STAN.L, TID, TSGYO.IS, UCG.MI | Argentina, Banking, contrarian, fundamentals, Hong Kong, international, Turkey, value | Three of the Fund's five largest positive contributors came from Argentina, including Grupo Financiero Galicia, Despegar.com, and Banco Macro. The manager built positions in Argentine banks at discounted prices reflecting extreme pessimism from macro chaos, believing they were well-positioned as international players fled the market. Early signs of improvement under the Milei administration, including fiscal surplus and deceleration in inflation, drove strong performance. | View | |
| 2025 Q3 | Oct 24, 2025 | Pzena Global Small Cap Focused Value Strategy | 10.7% | 13.9% | 1910.HK, AAP, HNI, RCO.PA, REZI, SCS, SNV, SPB, SXT, TFX, TYRES.HE, UMI.BR | Cyclical, global, Outperformance, small caps, tariffs, value | The portfolio focuses on undervalued companies with attractive valuations, including new positions in Samsonite, Remy Cointreau, and Sensata based on compelling valuation opportunities. The strategy emphasizes economically sensitive and cyclical names where valuations remain quite attractive. | SNSA 1910 HK CNXN ORION HAS SCS AAP RESI |
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| 2024 Q4 | Jan 26, 2025 | Rome Capital | - | - | 1114.HK, 1910.HK, 3990.HK, CBOX.L, CPRI, EDEN.PA, NATL, PLX.PA, REVG, SEG, SN | Concentration, Franchising, gaming, growth, small cap, special situations, spinoffs, value | Rome Capital focuses on spinoffs, bankruptcy emergences, merger arbitrages, asset sales, and large share buybacks where significant changes occur in capital structure or shareholder base. Stock pricing becomes highly inefficient due to forced or indifferent selling by large institutions, creating opportunities to leverage behavioral edges. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Longleaf Partners International Fund | Samsonite International S.A. | Consumer Discretionary | Textiles, Apparel & Luxury Goods | Bull | Hong Kong Stock Exchange | brand integrity, China, consumer sentiment, dual listing, Luggage, Margins, Share Buybacks, Travel | 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. | ||||||||