| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Dec 31, 2023 | 2Point2 Capital | - | - | DELTACORP.NS, NESTLEIND.NS | concentrated, India, long-term, Quality, Resilience, value | The letter extensively discusses how quality companies with competitive moats demonstrate resilience during adverse events. The managers argue that market leaders with superior profitability can navigate challenges across economic cycles, often recovering stronger than expected from setbacks like COVID-19. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||