AHC AU Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 28, 2025	TAMIM Fund Australia Small Cap Income	-	-	AHC AU, EGG AU, HUM AU, JLG AU	Australia, earnings upgrades, M&A, small cap, valuation	The letter highlights Australian small-cap stocks benefiting from earnings upgrades, M&A activity, and valuation re-rating. Active stock selection captures inflection points overlooked by the broader market. Income generation and capital appreciation are balanced over the cycle.	HUM AU EGG AU AHC AU	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Ron Shamgar	Austco Healthcare Limited	Health Care	Health Care Technology	Bull	New York Stock Exchange	Acquisitions, cashflow, Communications, guidance, healthcare, Margins, Orderbook, Software	View Pitch

BSD Shareholders of AHC-AU

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

AHC-AU

AHC-AU

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of AHC-AU

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