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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 16, 2025 | Liontrust GF Special Situations Fund | 3.4% | - | 002292 CH, AJB LN, AZN, BNZL LN, BP, MAB1 LN, RWS LN, SHELL LN, SXS LN | catalysts, Quality, Restructuring, specialsituations, UKequities | The strategy focuses on differentiated UK equities with structural competitive advantages, strong balance sheets, and self-help catalysts. The fund targets opportunities where operational improvements, reinvestment, or portfolio simplification can unlock long-term value. Special situations continue to offer alpha through disciplined bottom-up selection amid UK market inefficiencies. | View | |
| 2024 Q4 | Dec 31, 2024 | Latitude Global Fund | - | - | AI FP, AZO, BP, COR, DEO, DG FP, DLTR, FGR FP, GOOG, HEIA NA, JPM, KO, MCK, RYA ID, SONY, TSCO, TXN, UEEC, ULVR LN, V, WEC | compounders, Macro, Resilience, Rotation, volatility | Dislocations driven by shifting global policy, sector rotations, and episodic volatility created opportunities to upgrade the portfolio into long-duration compounders. The manager emphasizes disciplined capital allocation amid uncertainty, focusing on resilient franchises with pricing power. Macro dispersion continues to shape relative value and entry points across global equities. | View | |
| 2025 Q4 | Jan 21, 2026 | Guinness Global Energy | 0.0% | 9.0% | BP, CNQ.TO, COP, CVX, FANG, SHEL, SU.TO, TTE, VLO, XOM | energy, Exploration, Gas, Integrated, oil, Production | The letter positions global energy equities as long-term beneficiaries of population growth, industrialization, and constrained fossil fuel supply, which together support structurally higher energy prices. Energy companies are viewed as a partial hedge against inflation given their linkage to real assets and commodity pricing. A disciplined, value-biased approach combines top-down energy market analysis with bottom-up stock selection in a concentrated portfolio of large, established energy producers. | View | |
| 2022 Q4 | Jan 3, 2023 | Goehring & Rozencwajg Associates, LLC | 0.0% | 0.0% | BKEN, BP, DUK, ECCE, PR | - | 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. | ||||||||