| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Jan 29, 2024 | Langdon Global Smaller Companies | 8.6% | 26.7% | 2HP.DE, ATG.L, IRE.AX, WOSG.L, XPEL | concentrated, global, Quality, small caps, value | Manager emphasizes value creation within companies rather than market timing, focusing on cash-generative assets with proven management teams. The approach involves disciplined buying during market dislocations when sellers act with urgency. | YETI AGYS JLG AU HYQ GR FEVR LN MEDP WOSG LN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Andrew Hill Investment Advisors | Deere & Company | Industrials | Machinery | Bull | NYSE | agriculture, AI, Autonomous Tractors, Cyclical, Farming Equipment, innovation, Labor Savings, machinery | 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. | ||||||||