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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Bireme Capital | -2.0% | -2.0% | AAPL, CGO.TO, HUM, IMB.L, META, NFLX, ORI, RICK | Behavioral Finance, Concentration, global, Long/Short, value | Bireme exploits cognitive biases to identify mispriced value opportunities, focusing on securities affected by availability, representativeness, extrapolation, familiarity, and anchoring biases. The firm expects the value factor to provide a long-term tailwind after underperforming for over a decade. | View | |
| 2023 Q1 | Jun 27, 2023 | Bireme Capital | -2.0% | -2.0% | AIRTEL.L, CGO.TO, META, RUN | banks, inflation, interest rates, real estate, technology, value | Manager discusses the return of inflation after decades of declining rates, noting it has fundamentally changed the investment environment. The Fed now faces a Fed call rather than Fed put, needing to stomp on brakes when markets get too hot. | RUN AIRTEL.L CGO.TO ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | Bireme Capital | Cogeco Inc | Communication Services | Diversified Telecommunication Services | Bull | TSX | broadband, Canada, Free Cash Flow, infrastructure, Network expansion, telecommunications, Value | 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. | ||||||||