| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 21, 2026 | abrdn International Small Cap Fund | -5.4% | -5.4% | 2360.TW, 3374.TW, AVON.L, CURY3.SA, EVD.DE, FLRY3.SA, GTT.PA, IMD.AX, JUN3.DE, PAN.JO, RILBA.CO, VNT.AX | defense, Defensive, healthcare, infrastructure, international, Mining, small caps | View | ||
| 2026 Q1 | Apr 13, 2026 | Castlebay Investments | - | - | AVON.L, CPG.L, CRNW, EW, ITRK.L, NVO, RELX.L | Competitive Advantage, Compounding, Process Power, Quality, United Kingdom, value | EW ITRK.L AVON.L CPG.L |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Castlebay Investments | Avon Technologies | Aerospace & Defense | Aerospace & Defense | Bull | New York Stock Exchange | Aerospace & Defense, capital efficiency, CBRN Protection, Defense, Materials Science, Process Power, Respiratory Protection, Technology Lead | 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. | ||||||||