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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Langdon Global Smaller Companies | -2.7% | 7.5% | 6532 JP, DOC AV, ROSE LN, YETI | Aviation, ConsumerBrands, DigitalTransformation, Industrial, insurance | Industrial: Holdings such as Johns Lyng, DO & CO, and Rosebank demonstrate durable industrial reinvestment runways via disciplined M&A, operational integration, and cross-border platform building. Consumer: YETI is deeply analyzed as a durable global brand with expanding categories, rising international penetration, and strong free-cash-flow economics despite near-term sentiment swings. Financials: Insurance-exposed names like Kinsale and Goosehead continue to compound premiums, margins, and policy counts even as valuations compress, reflecting the managers belief in cyclical mispricing of high-return financials. :contentReference[oaicite:2]{index=2} | 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. | ||||||||