| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 18, 2026 | Steyn Capital FR QI Hedge Fund | 1.5% | 1.5% | 0700.HK, AEL.JO, GLEN.L, NPN.JO, PAN.JO, PRX.AS | emerging markets, Geopolitical, gold, Long/Short, Mining, oil, South Africa, value | PRX.AS NPN.JO PAN.JO GLEN.L AEL.JO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Steyn Capital FR QI Hedge Fund | AECI | Information Technology Services | Specialty Chemicals | Bull | New York Stock Exchange | Asset Disposal, cash flow, debt reduction, materials, Mining Services, South Africa, specialty chemicals, turnaround | 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. | ||||||||