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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Castlebay Investments | - | - | CRW.L, DOM.L, IHG.L | Franchise, Hotels, Network Effects, Quality, returns, United Kingdom, value | The fund focuses on quality value investing, seeking companies with superior returns on equity (39% vs market 13%) and operating margins above 20%. Quality characteristics support confidence in businesses delivering superior cash flow growth over the medium and long-term. | CRW.L DOM.L IHG |
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| 2025 Q2 | Jul 16, 2025 | Liontrust GF Special Situations Fund | 3.4% | - | AJB.L, ALPH.L, AZN.L, BNZL.L, BP.L, CRW.L, MAB1.L, RWS.L, SHEL.L, SXS.L | Buybacks, industrials, M&A, small caps, special situations, United Kingdom, value | The fund maintains significant exposure to small and mid-cap companies, which led the market recovery from April lows. Of the 15 small cap and AIM-listed stocks in the portfolio, the average total return in Q2 was 12.6%, significantly outperforming the portfolio average. The fund remains resolute in its conviction that smaller companies retain highly attractive growth compounding potential over the longer term. | RWS.L AZN.L BNZL.L SHEL.L BP.L |
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| 2026 Q1 | May 11, 2026 | Liontrust GF Special Situations Fund | -8.5% | -8.5% | ATG.L, AZN.L, BP.L, CRW.L, DATA.L, GAMA.L, GSK.L, REL.L, SGE.L, SHEL.L, TCAP.L | AI, energy, oil, Quality, small caps, technology, Uk, valuation | ATG.L GAMA.L SHEL.L BP.L |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Castlebay Investments | Craneware Group | Health Care | Health Care Technology | Bull | London Stock Exchange | cloud platform, Data Analytics, healthcare software, network effects, Resource Optimization, SaaS, US Hospitals | 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. | ||||||||