COA LN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 1, 2025	Vela International Fund	7.4%	-	0AAL LN, COA LN, FEVR LN, GLOB, HIK LN	gold, Hedges, inflation, Miners, reserves	Gold and gold miners continue to act as portfolio insurance against inflation, credit destruction, and declining confidence in central bank independence. The letter argues that geopolitical shifts, fiscal dominance, and rising global reserve allocation to gold structurally support higher prices. Gold remains a strategic hedge and a return driver through high-quality miners with disciplined capital allocation.	GLOB COA LN FEVR LN TECN SW HIK LN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Nov 28, 2025	Fund Letters	Bob Sharpe	Coats Group PLC	Materials	Apparel, Footwear Components	Bull	NYSE	Footwear, Integration, Margins, scale, Textiles	View Pitch

BSD Shareholders of COA-LN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

COA-LN

COA-LN

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of COA-LN

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