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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 5, 2025 | Asheville Capital Management | 17.0% | 13.4% | 4433.T, 4480.T, 5584.T, APR.WA, BFIT.AS, INPST.WA, NU, VTY.L, WISE.L | Concentration, global, growth, Japan, Quality, technology, value | Timee operates as a marketplace for on-demand labor or spot work, connecting individuals seeking flexible shift-based jobs with employers needing short-term help across logistics, food service, and retail industries. The company has achieved strong network effects with an 88% job fill rate significantly exceeding competitors at 40-50%, creating a powerful feedback loop where employers stick with what works and workers follow demand. | View | |
| 2025 Q1 | Apr 25, 2025 | Sohra Peak Capital Partners | 0.4% | 0.4% | APR.WA | Currency, Field Research, global, international, Japan, Poland, small caps, value | The manager discusses a potential shift away from U.S. exceptionalism toward multi-year outperformance from non-U.S. markets and currencies. Foreign investors appear to be fleeing U.S. assets in record numbers, possibly triggered by de-globalization dynamics and rising geopolitical tensions. The portfolio has material non-U.S. exposure which could benefit from this trend. | View | |
| 2025 Q1 | Apr 22, 2025 | Asheville Capital Management | -3.0% | -3.0% | 4480.T, 9442.T, APR.WA, BFIT.AS, INPST.WA, NU, VTY.L, WISE.L | Concentration, Fintech, global, Japan, Quality, tariffs, value, volatility | Trump Administration's Liberation Day tariff announcement triggered significant market volatility and uncertainty. Tariff policies have injected uncertainty into global markets, potentially reshaping global trade, capital flows, and corporate strategy for years to come. | WISE.L |
View |
| 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. | ||||||||