| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 13, 2024 | Gehlen Brautigam | 0.7% | 6.8% | BIJ.DE, CRAYN.OL, GYM.L, JST.DE, MAB1.L, SIE.DE, STO.DE, TPFG.L | Europe, Patience, private equity, small caps, undervaluation, value | The fund focuses on undervalued smaller European companies that private equity firms are recognizing and acquiring at premiums. The managers emphasize patient value investing, waiting for intrinsic value to be recognized by the market over time. | GYM.L TPFG.L MAB.L JST.DE CRN.OL |
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| 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. | ||||||||