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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 12, 2024 | Springview Capital Management | -3.2% | 7.7% | 7974 JP, CRH LN, EXO, FFH CN, MCY, WRB, WS | - | View | ||
| 2025 Q2 | Jul 20, 2025 | The London Company Income Equity | 4.5% | 9.1% | 7974 JP, AAPL, APD, CB, MSFT, PGR, PM, UPS | dividends, income, low volatility, Quality, shareholder yield | The letter focuses on high-quality, low-volatility equity income positioned to perform through macro uncertainty. Dividend yield, balance sheet strength, and pricing power are emphasized as defenses against policy and economic risk. Shareholder yield is expected to drive a significant portion of returns. | CB APD PM MSFT |
View |
| 2024 Q2 | Jun 30, 2024 | Orbis International Equity | - | - | 7974 JP, A5G LN, BIRG LN, RR/ LN | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Platinum International Technology Fund | 3.0% | - | 7974 JP, AMD, IFX GR, TXN | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Platinum International Brands Fund | -3.4% | - | 200 HK, 4819 JP, 5938 JP, 6186 HK, 7974 JP, GOOG, KEI GR, MAPA IJ | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Platinum International Technology Fund | 4.2% | - | 7974 JP, EBAY, WDC | - | View | ||
| 2025 Q1 | May 14, 2025 | Broyhill Asset Management | 2.8% | 2.8% | 7974 JP, AVTR, BAX, DLTR, FUN, PM, UBER | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Orbis International Equity | - | - | 2107 HK, 7974 JP, DIS | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Platinum International Brands Fund | -4.1% | -5.9% | 1448 HK, 7974 JP, PLNT, PNDORA DC | - | View | ||
| 2024 Q3 | Nov 15, 2024 | Crossroads Capital | 4.2% | 8.9% | 7974 JP, 8301 JP, ABR, CLMT, MGNI, VTY LN | - | View | ||
| 2023 Q4 | Oct 2, 2024 | Broyhill Asset Management | 6.0% | 0.0% | 7974 JP, BAX, BAYRY, DG, FI, FMS, PM | - | View | ||
| 2024 Q2 | Aug 31, 2024 | Crossroads Capital | 4.2% | 8.9% | 7974 JP, VTY LN | - | View | ||
| 2023 Q4 | Jan 16, 2024 | Mayar Capital | 7.7% | 9.6% | 7974 JP, 9627 JP, AHT LN, BN FP, DBX, EA | - | 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. | ||||||||