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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q4 | Jan 31, 2023 | Motiwala Capital | - | -5.5% | 4832 JP, 5357 JP, 9658 JP | Balance Sheet Strength, Dividend Growth, Japanese Equities, shareholder returns, Valuation Discount | The letter highlights Japan as a fertile hunting ground for profitable yet deeply undervalued equities amid global market stress and currency volatility. The strategy focuses on companies with strong balance sheets, high cash levels, attractive EV to EBIT valuations, and growing dividends, allowing downside protection despite yen weakness. Value realization is driven by earnings growth, management buyouts, activism, and increasing shareholder returns through dividends and buybacks. | 5357 JP 9658 JP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Fund Letters | Adib Motiwala | Yotai Refractories Co., Ltd. | Materials | Refractories | Bull | New York Stock Exchange | Cyclicality, dividends, Industrials, materials, Value | 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. | ||||||||