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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Jan 20, 2025 | T. Bailey Global Thematic Equity Fund | 0.3% | - | AZN, BEZ.L, BYIT.L, CKN.L, EXPN.L, FOUR.L, HIK.L, HILS.L, HLMA.L, IMI.L, ITRK.L, MGAM.L, MGNS.L, OGN.L, PETS.L, ROR.L, STHR.L, SXS.L, TSCO.L, XPS.L | AI, diversification, gold, Multi-Asset, REITs, Uk | The fund holds exposure to artificial intelligence through Polar Capital Artificial Intelligence fund, which recovered after a challenging prior quarter. The manager continues to monitor the Magnificent 7's ability to effectively capitalise on AI technology to generate meaningful returns. AI benefits are expanding into other sectors like Healthcare, Insurance, and Industrials. | View | |
| 2024 Q4 | Jan 20, 2025 | T. Bailey Multi-Asset Dynamic Fund | -1.4% | - | AZN, BEZ.L, BYIT.L, CKN.L, EXPN.L, FOUR.L, HIK.L, HILS.L, HLMA.L, IMI.L, ITRK.L, MGAM.L, MGNS.L, OGN.L, PETS.L, ROR.L, STHR.L, SXS.L, TSCO.L, XPS.L | AI, diversification, gold, Multi-Asset, REITs, thematic, UK Equities, value | The fund maintains exposure to AI through Polar Capital Artificial Intelligence Fund, which recovered after a challenging prior quarter. The manager sees AI benefits expanding into other sectors like Healthcare, Insurance, and Industrials as earnings broaden out. | View | |
| 2024 Q4 | Jan 20, 2025 | T. Bailey Multi-Asset Growth Fund | 0.3% | - | AZN, BEZ.L, BYIT.L, CKN.L, EXPN.L, FOUR.L, HIK.L, HILS.L, HLMA.L, IMI.L, ITRK.L, MGAM.L, MGNS.L, OGN.L, PETS.L, ROR.L, STEM.L, SXS.L, TSCO.L, XPS.L | AI, diversification, gold, inflation, Multi-Asset, REITs, Uk, value | The fund maintains exposure to artificial intelligence through Polar Capital Artificial Intelligence Fund, which recovered after a challenging prior quarter. The manager sees AI benefits expanding into other sectors like Healthcare, Insurance, and Industrials as earnings broaden out. | View | |
| 2024 Q4 | Jan 20, 2025 | T. Bailey UK Responsibly Invested Equity Fund | -5.1% | - | AZN, BEZ.L, BYIT.L, CKN.L, EXPN.L, FOUR.L, HIK.L, HILS.L, HLMA.L, IMI.L, ITRK.L, MGAM.L, MGNS.L, OGN.L, PETS.L, ROR.L, STHP.L, SXS.L, TSCO.L, XPS.L | AI, diversification, gold, inflation, Multi-Asset, REITs, Uk, value | The fund maintains exposure to artificial intelligence through Polar Capital Artificial Intelligence Fund, which recovered after a challenging prior quarter. The manager sees AI benefits expanding into other sectors like Healthcare, Insurance, and Industrials as earnings broaden out. | 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. | ||||||||