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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 13, 2024 | Desert Lion Capital | 19.3% | 36.6% | ARA SJ, HCI SJ, KRO SJ | - | View | ||
| 2025 Q3 | Dec 5, 2025 | Desert Lion Capital | - | 13.4% | ACS SJ, ARA SJ, ART SJ, LEW SJ | discount rates, earnings, SmallCaps, SouthAfrica, valuation | The manager stresses extreme undervaluation across South African small and mid-caps despite strong earnings growth and healthy balance sheets. Lower discount rates, rising capital flows, and company-specific execution create a disconnect between fundamentals and prices. The letter argues that deep-value opportunities can re-rate meaningfully as liquidity returns. | LEW SJ ARA SJ ART SJ ACS SJ |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Rudi van Niekerk | Astoria Investments Limited | Financials | Diversified Financial Services | Bull | New York Stock Exchange | buyback, Delisting, discount, Event-driven, holding company | 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. | ||||||||