| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 16, 2023 | Leaven Partners | -1.4% | 7.9% | EFA, EWJV, SPXTR, VT, XBI | Biotechnology, Currency, Hedge Strategy, Japan, value | Japanese holdings contributed 3.2% to quarterly returns. 100% of Japanese holdings trade below 70% of book value, positioning the fund to benefit from Tokyo Stock Exchange capital efficiency initiatives targeting companies trading below book value. Flow of funds from international investors improving with ¥7.2 trillion net-bought this year. | STSA MTCR |
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| 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. | ||||||||