| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 1, 2025 | Night Watch Investment Management | 23.3% | 20.7% | 1126.HK, AAR, CWH, HAYPP.ST, MRX.L, RELY, XFAB.PA | catalysts, E-Commerce, global, semiconductors, tariffs, value, volatility | X-FAB Silicon Foundries manufactures analog semiconductors for automotive, industrial and medical applications. The company is recovering from automotive destocking cycle and has completed $1B capex program that should materially add to earnings in 2026. Management owns 25% and has been buying shares. | 1126.HK XFAB.PA HAYPP.ST MRX.L 1126 HK MRX LN CWH RELY |
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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. | ||||||||