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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | Farrer 36 Asset Management Private Limited | - | - | ADYEN NA, ASAI3 BZ, BLIN, EVO SS, IAC, SE, SPOT, TASK | - | View | ||
| 2025 Q2 | Jul 8, 2025 | Rodrigo Benedetti | - | - | EVO SS, RXST | Cycles, drawdowns, long-term, normalization, Patience | The commentary focuses on long-term market and business cycles rather than quarterly outcomes. Management highlights how economic slowdowns, policy shifts, and capital scarcity reset expectations and create future return potential. The strategy seeks to endure drawdowns in order to benefit from cycle normalization. | EVO SS RXST |
View |
| 2024 Q2 | Jul 7, 2024 | Seeking Winners | 2.3% | 16.7% | ATD CN, EVO SS, ODFL | - | View | ||
| 2025 Q2 | Jul 17, 2025 | Polen Capital – International Growth | 6.9% | 6.9% | 8035 JP, AON, BNZL LN, EVO SS, EXPN LN, GLOB, IBN, ICLR, INPST NA, MELI, MMYT, NVO, SAP GR, SE, TME | Compounding, earnings, International Growth, Quality, valuation | The letter emphasizes international growth opportunities in businesses with strong competitive positions and long-duration earnings power. Management argues that non-U.S. markets offer attractive relative valuations without sacrificing quality or growth. The focus remains on compounding intrinsic value over full market cycles. | IBN ICLR GLOB AON SAP GR 8035 JP MELI |
View |
| 2024 Q2 | Jun 30, 2024 | Farrer 36 Asset Management Private Limited | - | - | ASAI3 BZ, EDR SM, EVO SS, GOOG, HWDN LN, IAC, SE | - | View | ||
| 2024 Q1 | Jun 18, 2024 | Protean Funds | 0.0% | 24.3% | 0A9Z LN, 9P7 GR, BOUL SS, EVO SS, NIBE IN, W | - | View | ||
| 2024 Q1 | Jun 18, 2024 | Protean Select | 0.0% | 10.6% | EVO SS, NIBE IN | - | View | ||
| 2024 Q1 | Apr 3, 2024 | Seeking Winners | 14.5% | 14.5% | EVO SS, NVDA | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Farrer 36 Asset Management Private Limited | - | - | 1ED GR, BFIT NA, EVO SS, FNV CN, GOOG, HWDN LN, SE | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Farrer 36 Asset Management Private Limited | - | - | ASAI3 BZ, EDR SM, EVO SS, SE, TASK | - | View | ||
| 2024 Q4 | Feb 11, 2025 | Torghatten Capital | - | - | CSU CN, EVO SS, V | Assets, Balance Sheets, catalysts, mispricing, value | The letter emphasizes disciplined value investing in small and mid-cap companies facing temporary dislocations rather than permanent impairment. Portfolio construction focuses on balance sheet strength, asset backing, and clear catalysts that can unlock intrinsic value over time. Value opportunities are framed as emerging from complexity, neglect, and forced selling rather than macro forecasts. | EVO SS CSU CN V |
View |
| 2024 Q3 | Dec 31, 2024 | Adestella Investment Management | 1.4% | 9.3% | EVO SS, NBIS | - | View | ||
| 2022 Q3 | Dec 16, 2022 | Adestella Investment Management | -3.1% | -23.4% | EVO SS, TRMR, XPO | - | View | ||
| 2024 Q3 | Nov 5, 2024 | Broyhill Asset Management | 6.0% | 0.0% | AVTR, BAX, BN FP, DG, EPAM, EVO SS, FI, NICE, PM, PYPL, RTO, SCHW | - | View | ||
| 2023 Q3 | Oct 9, 2023 | Longriver Investment Partners | -10.7% | - | 669 HK, 700 HK, BRK/A, EVO SS, HDFCB IN, NTES, TSM | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – International Growth | 3.3% | 3.9% | CSL AU, EVO SS, GLOB, MELI, NOVOB DC, SAGA, TEPN MM | - | View | ||
| 2024 Q4 | Jan 7, 2025 | Protean Select | - | 11.0% | 0CX9 LN, EVO SS, NVO | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Polen Capital – International Growth | - | - | ACN, CSL AU, EVO SS, ICLR, KER FP, MELI, MNDY, NU, SAP GR, SGE LN, SHOP, SPOT, SU FP, TEMN SW, WTW | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Rodrigo Benedetti | Evolution AB | Communication Services | Interactive Home Entertainment | Bear | NASDAQ | Compliance, Cyclicals, Earningsquality, entertainment, iGaming, Margins, Regulation, Valuationrisk | View Pitch |
| Jan 8, 2026 | Fund Letters | Arne Ulland | Evolution AB | Consumer Discretionary | Leisure Facilities | Bull | NASDAQ | Asia, cybersecurity, Gaming, Margins, valuation | View Pitch |
| Nov 29, 2025 | Fund Letters | Jeff Helfrich | Evolution AB | Health Care | Casinos & Gaming | Bull | NASDAQ | buybacks, cashflow, dividends, Highmargin, iGaming, Livecasino, Moats, Regulation | 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. | ||||||||