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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | RGA Investment Advisors | - | - | AWE LN, CRSP, FEVR LN, MTN, PTON, PYPL, ROKU, WDAY | asymmetry, balanceSheet, conviction, innovation, technology | The portfolio leans into high-conviction positions amid volatility, particularly in innovative growth businesses. Market dislocations from tariffs and macro shocks are viewed as opportunities rather than risks. Long-term value creation is driven by asymmetric setups and balance sheet strength. | MTN AWE PYPL FEVR ROKU WDAY PTON CRSP |
View |
| 2024 Q1 | May 3, 2024 | Pernas Research | 18.0% | 17.8% | AWE LN | - | View | ||
| 2024 Q4 | Jan 3, 2025 | Van Der Mandele Arar Fund | - | - | 327 HK, 4QX GR, 5753 JP, AWE LN, BFIT NA, FGCO, GOOG, JFIN, PAY CN | - | View | ||
| 2023 Q4 | Aug 2, 2024 | Van Der Mandele Arar Fund | -5.9% | 0.5% | 4QX GR, AWE LN, OEPW | - | View | ||
| 2023 Q4 | Apr 30, 2024 | Crossroads Capital | 4.2% | 8.9% | AWE LN, CLMT, CSP LN, GFRD LN, NTDOY, VTY LN | - | View | ||
| 2023 Q3 | Apr 10, 2023 | Van Der Mandele Arar Fund | -5.9% | 0.5% | AWE LN, IFP CN, STLA | - | View | ||
| 2023 Q1 | Apr 4, 2023 | Van Der Mandele Arar Fund | -5.9% | 0.5% | AWE LN | - | 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. | ||||||||