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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 21, 2025 | WS AVI Worldwide Opportunities Fund | - | - | AERI LN, PRSR LN | AI Bubble, Closed-End Funds, diversification, Renewables, valuation | The funds performance was modest as gains in PRS REIT and GCP Income offset weakness in renewables. AVI emphasized idiosyncratic corporate catalysts in listed funds and trusts as a diversifier away from overvalued U.S. AI equities. Managers see opportunity in discounted closed-end structures and corporate events driving NAV recovery. | AERI PRSR AERI |
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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. | ||||||||