| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 3, 2025 | Smallvalue | 5.8% | - | 2RM.DE, BABA, SAN.MI | Europe, fundamentals, Gold Miners, long-term, small caps, value | Gold miners position rose 45.87% in Q3 and has more than doubled since inception, appreciating over 120%. However, margin of safety is gradually narrowing with some miners trading at demanding multiples. Manager expects strong Q4 earnings and will consider selling the ETF at year-end for attractive revaluation. | MAMA SLR RGG ORS |
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| 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. | ||||||||