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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Forager Australian Shares Fund | 11.5% | 10.5% | 2121 JP, AMA AU, BVS AU, CAT AU, CBA AU, CHL AU, EML AU, EXP AU, JLG AU, MTO AU, NZX NZ, OML AU, PPS AU, PRN AU, RDY AU, THL NZ | asset backing, cash flow, mispricing, normalization, value | The letter emphasizes valuation-driven investing in Australian equities, highlighting significant mispricings created by cyclical pessimism and capital market dislocations. Management focuses on asset-backed businesses and cash-generative companies trading below intrinsic value. The outlook is constructive as normalization and corporate actions unlock value. | EXP AU MTO AU AMA AU NZX NZ EML AU OML AU |
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| 2025 Q2 | Jul 27, 2025 | Lakehouse Small Companies Fund | - | - | AD8 AU, ARB AU, BAP AU, CAT AU, DHG AU, PME AU, PNI AU, RDX AU, TNE AU | Founders, growth runway, Inefficiency, small caps, undercoverage | The letter highlights inefficiencies in small-cap markets driven by limited coverage and liquidity constraints. Management emphasizes founder-led businesses with long growth runways and improving fundamentals. Volatility is viewed as an opportunity to build positions at attractive prices. | RDX AU AD8 AU PME AU PNI AU CAT AU TNE AU ARB AU |
View |
| 2025 Q1 | Mar 31, 2025 | Forager Australian Shares Fund | -0.9% | -0.9% | 2121 JP, CAT AU, FOUR, NAN AU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Donny Buchanan | Catapult Group International Ltd | Information Technology | Software | Bull | New York Stock Exchange | cross-selling, profitability inflection, Retention, SaaS, Sports tech, valuation, Wearables | View Pitch |
| Nov 29, 2025 | Fund Letters | Steve Johnson | Catapult Group International Ltd. | Industrials | Sports Technology | Bull | Australian Securities Exchange | growth, Margins, Process, recurring revenue, sports, technology, valuation | 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. | ||||||||