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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 16, 2025 | Contrarius Global Equity Fund | 30.9% | 45.0% | BEAM, CRSP, NTLA, TSLA, WBD | Artificial Intelligence, Biotechnology, CRISPR, Gene Editing, Robotics | The fund highlights the transformative impact of artificial intelligence across industries, suggesting that AI adoption is still early and could surpass the internet in economic influence. It also emphasizes opportunities in the biotechnology sector, particularly gene editing technologies such as CRISPR-Cas9 and base editing, which could redefine healthcare through functional cures. Contrarius views both AI and biotech as undervalued long-term growth themes with substantial innovation-driven upside. | BEAM NTLA CRSP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Simon Raubenheimer | Beam Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | Base-editing, Partnerships, platform, Precision-medicine, Safety, Scalability | 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. | ||||||||