| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Dec 7, 2023 | Atai Capital Management | 6.5% | 4.4% | 7CD GR, ALOT, ATVI, BF2B GR | - | View | ||
| 2025 Q3 | Oct 30, 2025 | Minotaur Global Opportunities Fund | - | - | 7CD GR | Artificial Intelligence, gaming, Global Equities, IP Expansion, productivity | The fund spotlighted CD Projekt as a case study in scaling high-return intellectual property while maintaining quality, exemplifying global value opportunities outside the U.S. Managers detailed the firms dual-track game development model and AI-powered investment research systems to enhance portfolio monitoring. They remain underweight U.S. equities, preferring global names with pricing power and reinvestment potential in Europe and emerging markets. | CDR CDR |
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| 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. | ||||||||