EMG-L

EMG-L

EMG-L

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 14, 2025	T. Bailey Multi-Asset Dynamic Fund	3.0%	-	AZN, BEZ.L, CRM, CSCO, EMG.L, HIK.L, HLMA.L, IMI.L, ITRK.L, LRE.L, MSFT, NEM, NVDA, PANW, PETS.L, ROR.L, SPC.L, STEM.L, TSCO.L, XPS.L	active management, AI, cybersecurity, defense, diversification, Geopolitical, UK Equities, value	AI-led productivity gains are real and technology focused funds like Polar Capital AI rebounded strongly in Q2. The fund takes a broader approach including allocations to industrials positioned as beneficiaries of AI adoption. Sharp recoveries in AI enablers like Nvidia and Microsoft drove V-shaped price action from Q1 to Q2.	ETLN GR	View
2025 Q2	Jul 14, 2025	T. Bailey Multi-Asset Growth Fund	3.6%	-	AZN.L, BEZ.L, CRWD, CSCO, EMG.L, HIK.L, HLMA.L, IMI.L, ITRK.L, LRE.L, MSFT, NEM, NVDA, PANW, PETS.L, ROR.L, SPEC.L, STEM.L, TSCO.L	active management, defense, diversification, Geopolitical, inflation, technology, Uk, value	Technology focused funds such as Polar Capital AI rebounded strongly from Q1 setbacks. The fund takes a broader approach including allocations to industrials positioned as AI adoption beneficiaries. Sharp recoveries in AI enablers like Nvidia and Microsoft drove V-shaped price action from Q1 to Q2.	9896 JP	View
2025 Q2	Jul 14, 2025	T. Bailey Global Thematic Equity Fund	5.0%	-	AZN, BEZ.L, CRM, CSCO, EMG.L, HIK.L, HLMA.L, IMI.L, ITRK.L, LRE.L, MSFT, NEM, NVDA, PANW, PETS.L, ROR.L, SRC.L, STEM.L, TSCO.L, XPS.L	AI, cybersecurity, defense, diversification, global, Multi-Asset, Uk, value	AI-led productivity gains are real and technology focused funds like Polar Capital AI rebounded strongly in Q2. The fund takes a broader approach including allocations to industrials positioned as AI adoption beneficiaries. Sharp recoveries in AI enablers like Nvidia and Microsoft drove V-shaped price action from Q1 to Q2.	CIBR CHRY LN	View
2025 Q2	Jul 14, 2025	T. Bailey UK Responsibly Invested Equity Fund	9.4%	-	AZN, BEZ.L, CRM, CSCO, EMG.L, HIK.L, HLMA.L, IMI.L, ITRK.L, LRE.L, MSFT, NEM, NVDA, PANW, PETS.L, ROR.L, SRC.L, STEM.L, TSCO.L, XPS.L	active management, defense, diversification, Geopolitical, inflation, technology, Uk, value	AI-led productivity gains are real and technology focused funds like Polar Capital AI rebounded strongly in Q2. The fund takes a broader approach including allocations to industrials positioned as AI adoption beneficiaries. Sharp recoveries in AI enablers like Nvidia and Microsoft drove V-shaped price action from Q1 to Q2.	SXS LN	View
2023 Q4	Nov 1, 2024	Upslope Capital Management	14.8%	18.1%	8697.T, ATR, BALL, CACI, CHG.L, DPLM.L, EMG.L, FTT.TO, GRMN, INTC, KOG.OL, NVT, NWC.TO, TECN.SW	defense, Geopolitical, Long/Short, mid cap, reshoring, technology, value	Manager emphasizes defense stocks as a key investment theme driven by geopolitical tensions in Ukraine, Israel, and China. Specific investments include Chemring (UK defense contractor) and Kongsberg Gruppen (Norwegian defense company), with the manager stating to own defense stocks and broad reshoring winners.	INTC NWC.TO BWXT\|CCO CN\|NVTS\|PACK\|QDEL\|SG CHG.L	View
2023 Q3	Oct 17, 2023	Upslope Capital Management	14.8%	18.1%	8697.T, ATR, BALL, CACI, DPLM.L, EMG.L, FTT.TO, GRMN, KOG.OL, TECN.SW	defensives, Geopolitical, Long/Short, mid cap, rates, value	Markets have become narrowly focused on GLP-1 weight-loss drugs as one of two big themes. The crudeness with which markets have responded to perceived exposure to GLP-1 drugs has created opportunities, as companies have been bluntly shoved into winner/loser buckets. Ball Corp faces highly uncertain GLP-1 weight-loss drug impact but this is being priced with certainty.	BALL	View
2023 Q2	Jul 17, 2023	Upslope Capital Management	14.8%	18.1%	8697.T, ATR, ATS.TO, BOKF, CACI, DPLM.L, EMG.L, FCN, FTT.TO, GLT, GRMN, KOG.OL, SLGN, TECN.SW, X.TO	defense, Exchanges, Japan, Long/Short, mid cap, Quality, technology	Manager sees attractive opportunities in exchange operators, exiting TMX Group to invest in Japan Exchange Group. Views exchanges as having monopolistic competitive positions with steady growth and high margins. Japan Exchange specifically positioned to benefit from Japanese equity market revival and corporate governance reforms.	8697.T GRMN ABX.TO FCN	View
2023 Q1	Apr 17, 2023	Upslope Capital Management	14.8%	18.1%	ATR, ATS.TO, BOKF, BOLSAA.MX, CACI, CHG.L, DPLM.L, EMG.L, FCN, FTT.TO, GLT, KOG.OL, SLGN, TECN.SW, X.TO	Defensive, international, Long/Short, SMID Cap, value, volatility	Manager holds positions in defense contractors including Chemring (exited), Kongsberg Gruppen, and CACI International. Expects these companies to benefit from geopolitical tailwinds and strong positioning in cyber defense.	FTT.TO CHG.L	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of EMG-L

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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.

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