| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 22, 2026 | Wasatch Frontier Emerging Small Countries Strategy | - | - | 2260.SR, BAP, BFT.WA, ICT.PS | AI, Data centers, emerging markets, Energy Transition, frontier markets, Grid Upgrade, infrastructure, small caps | 2300.SR BAP BFT.WA ICT.PS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 25, 2026 | Fund Letters | Wasatch Frontier Emerging Small Countries Strategy | Benefit Systems SA | Leisure | Specialized Consumer Services | Bull | Warsaw Stock Exchange | Consumer services, Employee Wellness, European expansion, Fitness Clubs, Poland, recurring revenue, Scalable Ecosystem, subscription platform, Turkey | 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. | ||||||||