| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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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| 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. | ||||||||