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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 1, 2025 | Night Watch Investment Management | 23.3% | 20.7% | 1126 HK, CWH, HAYPP SS, MRX, RELY, XFAB FP | Compounding, disruption, innovation, long-term, Transformation | The letter frames the investment environment through the lens of long-term technological transformation rather than short-term macro noise. Management argues that innovation cycles consistently overpower political risk, rate speculation, and geopolitical shocks over time. The focus is on identifying compounding forces early and maintaining patience as markets lag real-world technological progress. | 1126 HK MRX LN CWH RELY |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Roderick van Zuylen | Camping World Holdings, Inc. | Consumer Discretionary | Specialty Stores | Bull | New York Stock Exchange | consumer, Cyclicals, retail, RVs, Taxation | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Night Watch Investment Management | Camping World Holdings, Inc. | Other | - | Bull | NYSE | — | 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. | ||||||||