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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 | AGT Partners | - | - | 6088 HK, 6601 HK, 700 HK, APO, KKR | Alternative Assets, Compounding, High ROIC, Tactical Trading, volatility | The letter underscores durable earnings compounding in core holdings such as large-cap technology and alternative asset managers, while actively harvesting volatility through tactical trading. Exposure to secular growers is balanced with disciplined position sizing and risk management as trade tensions resurface. The manager stresses long-term ownership of high-ROIC franchises supplemented by opportunistic trades in mispriced cyclicals. | 6088 HK 6601 HK KKR APO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Gregory See | Cheerwin Group Ltd | Consumer Staples | Household Products | Bull | New York Stock Exchange | dividends, ecommerce, household, Margins, Netcash, Pets | 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. | ||||||||