| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 4, 2025 | Kathmandu Capital | 16.6% | 14.6% | 3918 HK, ACMR, GCT, KSPI, OMAB, UI, VU.PA | China, infrastructure, international, Mexico, semiconductors, small caps, tariffs, value | VU.PA KSPI OMAB ACMR UI GCT 3918.HK |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Vincent Lo | NagaCorp Ltd. | Consumer Discretionary | Semiconductor Materials & Equipment | Bull | Pakistan Stock Exchange (formerly Karachi) | Airport, Cambodia, casino, Gaming, traffic | 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. | ||||||||