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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 16, 2026 | Merchant West | 3.0% | - | AFM.JO, ART.JO, BID.JO, BTI, KIO.JO, NPN.JO, OCE.JO, PPC.JO, RNI.JO, SBV.JO, SOL.JO | financials, Hard Currency, inflation, Mining, oil, South Africa, value | PPC.JO RNI.JO KIO.JO BID.JO |
View | |
| 2025 Q1 | May 21, 2025 | Fairtree Global Equity Fund | 1.5% | 1.5% | ABT, AMZN, AVGO, BABA, BID.JO, BP, EVO.ST, GFI, GOOGL, JD, JPM, KO, KSPI.L, MSFT, NVDA, ORCL, PDD, SHEL, TTE | AI, China, E-Commerce, energy, Global Equity, Recession, tariffs, technology | AI-related US companies experienced pronounced volatility following the release of Deepseek, a Chinese Large Language model trained at significantly lower cost but producing similar results to current US models. Chinese companies' advancements in AI have reinforced their position as a significant force in the technology sector. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Fund Letters | Merchant West | Bid Corporation | Other | Food Distributors | Bull | Australasia, compounder, Currency Hedge, Europe, Food Distributor, Foodservice, Hard Currency Exposure, Offshore Earnings, United Kingdom | 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. | ||||||||