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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Aug 11, 2023 | Ross & Van Compernolle | -4.1% | - | AUCT.BK, DELFI.SI, DGW, GMD, HIBI.KL, IIG.BK, JMART.BK, JMT.BK, MAPA.JK, MWG, PSL.BK, SHR.BK, SPA.BK, VCI, VELESTO.KL, VTP, WPH.BK | Asia, emerging markets, Recovery, Thailand, value, Vietnam | The fund exited Siam Wellness Group as a covid-era travel recovery play after the share price exceeded pre-covid levels and achieved target returns. S Hotels & Resorts was re-initiated as a position given its attractive valuation at 0.6x price-to-book value with 38 hotels across premium destinations. | WPH.BK SHR.BK DELFI.SI AUCT.BK MWG.VN SPA.BK |
View |
| 2024 Q4 | Feb 10, 2025 | Ross & Van Compernolle | - | - | ASSA.JK, AUCT.BK, BKM.SI, CSE.SI, DHML.SI, DUSIT.BK, ERAA.JK, ISAT.JK, IVL.BK, JMART.BK, MAC.PS, MASTER.BK, MPM.SI, MYOR.JK, SPOST.SI | ASEAN, Beauty, Consumer Electronics, Food, Logistics, small caps, Travel, value | Indonesian FMCG logistics sector expanding at 7.7% CAGR driven by market growth from IDR 44tn to IDR 85tn. ASSA positioned to benefit from integrated logistics solutions including fleet management and warehousing. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Ross & Van Compernolle | Union Auction PCL | Industrials | Commercial Services & Supplies | Bull | Stock Exchange of Thailand | Auction House, market leader, NPL Resolution, regulatory catalyst, Thailand, Vehicle Auctions | 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. | ||||||||