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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 10, 2024 | Gehlen Brautigam | 0.1% | 0.0% | ANIM.MI, CRY.OL, MAB1.L, OIE.L, PHLL.L, SAF.DE, STO.DE, TPFG.L, WOSG.L | Buybacks, Europe, Luxury, real estate, small caps, value | View | ||
| 2023 Q3 | Oct 15, 2023 | Gehlen Brautigam | 0.7% | 6.8% | ANIM.MI, EN7.ST, MAB1.L, PHLL.L | Asset Managers, Europe, gaming, Mortgage, Quality, small caps, value | Petershill Partners operates as a General Partner solutions investment firm, acquiring minority stakes in leading mid-market private equity and alternative asset managers. The company benefits from stable management fees and growing high-margin revenue streams from its 25 partner firms. | View | |
| 2023 Q3 | Oct 15, 2023 | Gehlen Brautigam | -2.6% | 2.8% | ANIM.MI, EN7.ST, MAB1.L, PHLL.L | Asset Managers, Europe, gaming, Mortgage, Quality, small caps, value | View | ||
| 2024 Q2 | Oct 7, 2024 | Gehlen Brautigam | 0.7% | 6.8% | ANIM.MI, CRY.OL, MAB1.L, OIE.L, PHLL.L, SAF.DE, STO.DE, TPFG.L, WOSG.L | Buybacks, Europe, Luxury, real estate, small caps, value | The fund made a new investment in Watches of Switzerland Group, the largest global Rolex dealer with 40% UK market share and 11-12% US market share. The company benefits from strong relationships with luxury watch brands like Rolex, Patek Philippe, and Audemars Piguet, and is positioned to consolidate the fragmented US luxury watch retail market. | WOSG.L |
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| 2023 Q4 | Jan 28, 2024 | Gehlen Brautigam | 0.7% | 6.8% | ANIM.MI, BFIT.AS, BIJ.DE, GYM.L, KAMUX.HE, KSB.DE, MAB1.L, PHLL.L, SAF.DE, STO3.DE | consumer, dividends, Europe, industrials, small caps, value | The fund is invested in around 20 selected European and UK small and micro caps. The managers believe many European and UK small and micro caps are priced below intrinsic value and historically inexpensive compared to large and mid caps, which could lead to above average returns over the medium to longer term. | BHARATBIJ.NS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Hertford Capital | Anima Holding SpA | Financials | Asset Management & Custody Banks | Bull | Borsa Italiana | asset management, Banking Synergies, Distribution Channels, Italian Financials, strategic acquisition, Value Realization | 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. | ||||||||