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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 22, 2026 | AGT Partners | - | 32.4% | 000660 KS, 005930 KS, 0700.HK, 0883.HK, 5CF.SI, 5LY SI, 5WF.SI, AAPL, APO, D05.SI, GOOGL, KKR, MSFT, N4E.SI, NO4.SI, OV8.SI, TSM | AI, Asia, Engagement, Quality, semiconductors, Singapore, small caps, value | 000660.KS GOOGL |
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| 2026 Q1 | Apr 28, 2026 | Fairlight Alpha Fund | 4.6% | 4.6% | 5LY SI, CVX.TO, MMY.TO, VLE.TO | AI, energy, global, gold, infrastructure, Microcap, Mining, oil | View | ||
| 2026 Q1 | Apr 27, 2026 | AGT Partners | 13.9% | 13.9% | 0883.HK, 5LY SI, APO, KKR, MSFT, MU, OV8.SI, TSM | Asia, energy, Geopolitical, Long/Short, private credit, semiconductors, volatility | MSFT KKR TSM |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Gregory See | Marco Polo Marine Ltd | Industrials | Marine Transportation | Bull | New York Stock Exchange | Cyclicals, Governance, offshorewind, rerating, shipyard, transformation | 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. | ||||||||