| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 20, 2026 | Guinness China | 8.9% | 7.4% | 000338.SZ, 002236.SZ, 002572.SZ, 300760.SZ, 600183.SS, 600563.SS, 601888.SS | AI, China, consumer, Data centers, industrials, Property, technology, Valuations | 000338.SZ 300760.SZ 002572.SZ 601888.SS 600563.SS 600183.SS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | Fund Letters | Guinness China | Shengyi Technology Co., Ltd. | Electronic Components | Specialty Chemicals | Bull | Shanghai Stock Exchange | Advanced Packaging, AI servers, automotive electronics, CCL, China, Copper-Clad Laminate, growth, materials, PCB, Printed Circuit Boards | 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. | ||||||||