| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 29, 2024 | Plural Investing | 9.2% | 3.1% | E2N.MU, WOSG.L | FCF, gaming, international, Luxury, small caps, value | The fund focuses on businesses trading at substantial discounts to intrinsic value. Portfolio trades at 7.7x FCF in three years with double-digit growth expected. Manager emphasizes buying quality businesses at single digit or low double digit FCF multiples. | E2N.DE WOSG.L |
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. | ||||||||