Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 4, 2025 | Pangolin Asia Fund | - | -6.9% | BAUTO.KL, IGB.KL, MAPA.JK | ASEAN, consumer, dividends, Indonesia, Malaysia, value | The fund focuses on companies trading at attractive valuations despite strong fundamentals. Portfolio companies trade on single digit PEs with high returns on capital, while generating substantial cash flows and dividends. | IGB.KL MAPA.JK BAUTO.KL MAPA IJ |
View |
| 2024 Q4 | Dec 31, 2024 | Pangolin Asia Fund | -10.8% | -3.8% | BAUTO.KL, BFIN.JK | ASEAN, emerging markets, FDI, financials, Indonesia, Malaysia, value | Malaysia is experiencing record-breaking FDI approvals, with approved FDI increasing 225% from 2020 to 2021, driven by investments from Microsoft, Nvidia, and AWS in electronics, data centers, and semiconductors. Historical precedent shows that similar FDI booms in the late 1980s preceded a doubling of the KLCI stock market in 1993, yet current FDI levels have not been reflected in market valuations. | BFIN.JK BERMAZ.KL |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Pangolin Asia Fund | Bermaz Auto Berhad | Consumer Discretionary | Automobile Retail | Bull | Bursa Malaysia | automotive, cash generation, Cyclical, Distributor, franchise, High Dividend, Malaysia, Value | 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. | ||||||||