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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Sep 3, 2025 | Rome Capital Limited | - | - | 1910 HK, CBOX LN, GIGI, NATL, REVG, SEG MM, SOC | Compounding, durability, long-term, turnover, volatility | The letter emphasizes compounding through ownership of durable, high-return businesses over long holding periods. Management argues that minimizing turnover and avoiding reactionary decisions enhances after-tax and long-term outcomes. Volatility is viewed as noise rather than a signal to act. | 1910 HK SEG US REVG US SOC US NATL CBOX LN |
View |
| 2024 Q4 | Jan 26, 2025 | Rome Capital Limited | - | - | 1114 HK, 1910 HK, 3990 HK, CBOX LN, CPRI, EDEN FP, G2M SS, NATL, PLX FP, REVG, SEG, SN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Alex Feng | Cake Box Holdings plc | Consumer Staples | Packaged Foods & Meats | Bull | New York Stock Exchange | Cakes, consumer, Franchising, growth, Margins | 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. | ||||||||