| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | The Mercator International Opportunity Fund | -3.0% | -3.9% | 4755.T, 6920.T, 8035.T, MELI, WOSG.L | contrarian, E-Commerce, international, Japan, semiconductors | The fund has significant exposure to semiconductor companies including Tokyo Electron Ltd and Lasertec Corp, representing over 13% of the portfolio in semiconductor-related holdings. | 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. | ||||||||