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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 30, 2025 | REQ Global Compounders | - | - | ADDT-B.ST, BEIJ-B.ST, BERG-B.ST, BRK-A, CSU.TO, DCC.L, HEI.A, HMS.ST, INDU-A.ST, LAGR-B.ST, LIFCO-B.ST, LMN.TO, NCAB.ST, NIBE-B.ST, TOI.TO | Acquisitions, compounders, Decentralization, Europe, long-term, Nordics, Quality | REQ focuses on acquisition-driven compounders that reinvest 75-80% of cash flow into organic growth and acquisitions at high returns. These companies demonstrate sustained exponential earnings growth through high reinvestment rates, strong returns on invested capital, and long duration of growth opportunities. | ROKO.ST |
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| 2023 Q2 | Jul 21, 2023 | REQ Global Compounders | - | 34.6% | ADD.ST, ADDT.ST, BEIJ-B.ST, CSU.TO, DPLM-B.ST, HEI, INDU-A.ST, LAGR-B.ST, LIFCO-B.ST, LUMI.TO, MTUM.ST | Acquisitions, Capital Allocation, compounders, Decentralization, global, Nordic, private markets, Quality | REQ emphasizes acquisition-driven compounders that maintain decentralized structures to preserve entrepreneurial energy. The best performers avoid forced integration and instead give business units high autonomy, treating them as actual owners while sacrificing efficiency gains to maintain vibrant entrepreneurial culture. | View | |
| 2026 Q2 | Jul 1, 2026 | Protean Small Cap | - | 2.5% | ALFA.ST, ATCO-A.ST, BAKKA.OL, BEIJ-B.ST, BIOG-B.ST, BTS-B.ST, CINT.ST, DEVYSER.ST, EPRO-B.ST, INDU-B.ST, PNDORA.CO, SKA-B.ST, STORY-B.ST, TELIA.ST, TRUE-B.ST | AI, defense, infrastructure, M&A, Nordics, small caps, Telecom, value | TELIA.ST SKA-B.ST TRUE-B.ST INDU-B.ST |
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| 2024 Q2 | Jul 1, 2024 | REQ Global Compounders | - | 14.0% | ATCO-A.ST, BEIJ-B.ST, BERG-B.ST, CSU.TO, DPLM.L, ELUX-B.ST, ERIC-B.ST, IMCD.AS, INDU-A.ST, JDG.L, LAGR.ST, LIFCO-B.ST, MEDC.ST, NIBE-B.ST, SAND.ST | Acquisitions, B2B, Compounding, Decentralization, Industrial, Sweden | REQ emphasizes decentralized organizational structures as a core investment pillar, where management delegates responsibility down the organization. This approach enables companies to maintain entrepreneurial agility while scaling, with decision-makers close to customers and lean corporate headquarters. | 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. | ||||||||