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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Apr 6, 2023 | Ennismore European Smaller Companies Fund | -3.3% | -3.3% | CGM.PA, COA.L, COST.L, EVS.BR, FIE.DE, IGG.L, JUST.L, MOL.MI, MZHN.SW, STB.L, STO.DE, SWON.SW, UPGS.L, VOS.DE, WSU.DE | Absolute return, Europe, industrials, Long/Short, small caps, value | The fund holds significant positions in industrial companies including Vossloh AG (rail equipment), Costain Group (construction), and Washtec AG (car wash equipment). The manager sees value in companies with strong competitive positions and recurring revenue streams from services and spare parts. | WAF.DE |
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| 2024 Q3 | Oct 30, 2024 | T. Bailey Global Thematic Equity Fund | 1.9% | - | AZN, BEZ.L, BWY.L, CCC.L, COA.L, EXPN.L, HLMA.L, ITRK.L, KLR.L, OXIG.L | AI, diversification, gold, infrastructure, interest rates, Multi-Asset, Uk, value | The fund introduced VT Gravis UK Infrastructure Fund, recognizing that softening interest rates would benefit closed-ended infrastructure funds trading at wide discounts. Infrastructure and property exposure through Impact Healthcare REIT and Urban Logistics provided strong returns as the sector recovers from a low base. | View | |
| 2024 Q3 | Oct 30, 2024 | T. Bailey Multi-Asset Dynamic Fund | 3.4% | - | AZN, BEZ.L, BWY.L, CCC.L, COA.L, EXPN.L, HLMA.L, ITRK.L, KLR.L, OXIG.L | AI, gold, infrastructure, interest rates, Multi-Asset, Uk, value | Manager introduced VT Gravis UK Infrastructure Fund recognizing that softening interest rates would benefit closed-ended infrastructure funds trading at wide discounts. Infrastructure and property exposure through Impact Healthcare REIT and Urban Logistics provided strong returns as the sector recovers from a low base. | View | |
| 2024 Q3 | Oct 30, 2024 | T. Bailey Multi-Asset Growth Fund | 3.1% | - | AZN, BEZ.L, BWY.L, CCC.L, COA.L, EXPN.L, HLMA.L, ITRK.L, KLR.L, MSIN.L, OGN.L, OXIG.L | AI, diversification, gold, infrastructure, interest rates, Multi-Asset, Uk, value | Manager introduced VT Gravis UK Infrastructure Fund recognizing that softening interest rates would benefit closed-ended infrastructure funds trading at wide discounts. Infrastructure and property exposure through Impact Healthcare REIT and Urban Logistics provided strong returns as the sector recovers from a low base. | View | |
| 2024 Q3 | Oct 30, 2024 | T. Bailey UK Responsibly Invested Equity Fund | 1.9% | - | AZN.L, BEZ.L, BWY.L, CCC.L, COA.L, EXPN.L, HLMA.L, ITRK.L, KLR.L, OXIG.L | AI, diversification, gold, infrastructure, Multi-Asset, REITs, Uk, value | Manager introduced VT Gravis UK Infrastructure Fund recognizing that softening interest rates would benefit closed-ended infrastructure funds trading at wide discounts. Infrastructure and property exposure through Impact Healthcare REIT and Urban Logistics provided strong returns as the sector recovers from a low base. | View | |
| 2025 Q3 | Oct 16, 2025 | T. Bailey Multi-Asset Dynamic Fund | 3.8% | - | AAPL, AZN.L, CCC.L, CKN.L, COA.L, HILS.L, IMI.L, INTC, ITRK.L, JDG.L, LRE.L, MSFT, MSLH.L, NVDA, ROR.L, SPI.L, STEM.L, TSCO.L | AI, diversification, emerging markets, fiscal policy, gold, monetary policy, Multi-Asset, risk management | AI-driven rally led by US megacaps shows growing concentration risk. NVIDIA evolved from enabler to financier with $100bn OpenAI investment and $5bn Intel collaboration. Fund managers remain cautious on elevated valuations but confident in transition from overvalued enablers to longer-term AI adoption beneficiaries. | CHRY LN GLDN AU |
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| 2025 Q3 | Oct 16, 2025 | T. Bailey Multi-Asset Growth Fund | 4.0% | - | AAPL, AMZN, AZN.L, CCC.L, COA.L, GOOGL, IMI.L, INTC, ITRK.L, META, MGNS.L, MSFT, MSLH.L, NVDA, ORG.L, ROR.L, STHP.L, SXS.L, TSCO.L, TSLA | AI, diversification, emerging markets, fiscal policy, gold, healthcare, Multi-Asset, risk management | AI-driven rally led by US megacaps shows growing concentration risk. NVIDIA evolved from enabler to financier with $100bn OpenAI investment. AI story entered new chapter with vendor-financing replacing innovation as expansion driver. | GLDN AU |
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| 2025 Q3 | Oct 16, 2025 | T. Bailey Global Thematic Equity Fund | 6.5% | - | AAPL, AZN.L, CCC.L, CKN.L, COA.L, HILS.L, IMI.L, INTC, ITRK.L, JDG.L, LRE.L, MGNS.L, MSFT, MSLH.L, NVDA, ROR.L, SPI.L, STEM.L, TSCO.L | AI, diversification, emerging markets, fiscal policy, gold, healthcare, Multi-Asset, risk management | AI-driven rally led by US megacaps shows growing concentration risk. NVIDIA evolved from enabler to financier, announcing $100bn investment in OpenAI and $5bn in Intel. The AI story entered a new chapter with vendor-financing and leverage replacing innovation as expansion drivers. | CHRY LN |
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| 2025 Q3 | Oct 16, 2025 | T. Bailey UK Responsibly Invested Equity Fund | -1.2% | - | AAPL, AMZN, AZN.L, CCC.L, CKN.L, COA.L, GOOGL, HILS.L, IMI.L, INTC, ITRK.L, LRE.L, META, MSFT, NVDA, ROR.L, SPI.L, STEM.L, TSCO.L, TSLA | AI, diversification, emerging markets, fiscal policy, gold, healthcare, monetary policy, Multi-Asset | AI-driven rally led by US megacaps shows growing concentration risk. NVIDIA evolved from enabler to financier with $100bn OpenAI investment and $5bn Intel collaboration. Fund managers remain cautious on elevated valuations while transitioning from overvalued enablers to longer-term AI beneficiaries. | MSLH LN CKN LN STEM LN |
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| 2025 Q3 | Oct 1, 2025 | Vela International Fund | 7.4% | - | AGI.TO, ALLFG.L, ARCO, ARGX, BAP.AX, COA.L, FEVR.L, FIE.DE, FUC.DE, GLOB, HIK.L, IFX.DE, INDV.L, JEL.HK, KRKA.L, NOMD.L, OGC, SRP.L, TECN.SW, WIE.VI | Cash, gold, healthcare, international, tariffs, value | Gold serves as insurance against credit destruction and declining confidence in financial authorities. Current environment supports gold due to high US debt levels, potential Federal Reserve independence threats, and geopolitical tensions from Russia sanctions. Gold miners provide leveraged exposure with focus on low-risk jurisdictions and organic growth. | GLOB COA LN FEVR LN TECN SW HIK LN |
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| 2025 Q4 | Jan 15, 2026 | Liontrust GF Special Situations Fund | 0.0% | 0.0% | AJB.L, COA.L, DGE.L, NXT.L | compounders, Quality, rates, small caps, Uk, value | The Fund focuses on high-quality compounders with superior financial metrics including 16.3% cash flow return on invested capital, 19.7% operating margins, and low leverage. Despite reliable underlying trading performance, these quality stocks have experienced extreme valuation compression, trading at 26% discount to historic averages. Quality companies are trading at significant discounts with weighted average free cash flow yield over 8%, cheaper than the wider UK market despite superior characteristics. The portfolio looks cheaper than any time except the Global Financial Crisis of 2008/2009. | IHP LN AJB LN BIG LN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Wonderstcks | Coats Group Plc | Textiles and Industrial Components | Textiles and Industrial Components | Neutral | London Stock Exchange | capital discipline, carbon neutrality, cyclical volatility, Growth & Returns plan, industrial thread, macroeconomic uncertainties, OrthoLite acquisition, Performance Materials, sustainable products, technical innovation | 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. | ||||||||