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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | RGA Investment Advisors | - | - | AWE LN, CRSP, FEVR LN, MTN, PTON, PYPL, ROKU, WDAY | asymmetry, balanceSheet, conviction, innovation, technology | The portfolio leans into high-conviction positions amid volatility, particularly in innovative growth businesses. Market dislocations from tariffs and macro shocks are viewed as opportunities rather than risks. Long-term value creation is driven by asymmetric setups and balance sheet strength. | MTN AWE PYPL FEVR ROKU WDAY PTON CRSP |
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| 2025 Q2 | Aug 18, 2025 | Bonsai Partners | - | 7.3% | FEVR LN | Compounding, Concentration, conviction, fundamentals, volatility | The letter discusses a concentrated portfolio approach centered on a small number of high-conviction ideas. Management believes focus enhances long-term compounding when paired with deep fundamental research. Market volatility is seen as an opportunity to add to best ideas. | View | |
| 2025 Q2 | Jul 1, 2025 | Langdon Global Smaller Companies | 10.5% | 10.5% | AGYS, AND CN, ATG LN, FEVR LN | buyouts, compounders, healthcare, industrials, software | Global small-cap leaders in industrials, software, and healthcare continued to compound value through secular niche dominance and disciplined capital allocation. The portfolio benefited from take-private activity, recurring-revenue models, and consolidation trends in fragmented markets. Compounders remain a durable theme as select smaller companies grow free cash flow predictably across cycles. | View | |
| 2025 Q1 | May 12, 2025 | Langdon Global Smaller Companies | 0.0% | - | DHG GR, FEVR LN, YETI | unavailable | Data for this document was not accessible; no thematic analysis could be completed. | View | |
| 2022 Q3 | Oct 26, 2022 | Polen Capital – International Small Company Growth | -3.9% | -1.7% | 60N GR, C26 GR, ENX GR, FEVR LN, GBG LN, TE8A GR, TEN GR, TPW AU | - | View | ||
| 2025 Q3 | Oct 1, 2025 | Vela International Fund | 7.4% | - | 0AAL LN, COA LN, FEVR LN, GLOB, HIK LN | gold, Hedges, inflation, Miners, reserves | Gold and gold miners continue to act as portfolio insurance against inflation, credit destruction, and declining confidence in central bank independence. The letter argues that geopolitical shifts, fiscal dominance, and rising global reserve allocation to gold structurally support higher prices. Gold remains a strategic hedge and a return driver through high-quality miners with disciplined capital allocation. | GLOB COA LN FEVR LN TECN SW HIK LN |
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| 2023 Q1 | Apr 19, 2023 | Polen Capital – International Small Company Growth | -3.9% | -1.7% | FEVR LN, JDG LN, KCT LN, KXS CN | - | View | ||
| 2022 Q4 | Jan 25, 2023 | RGA Investment Advisors | 0.0% | 0.0% | AZO, FEVR LN, GOOG, MTCH, PYPL | - | View | ||
| 2024 Q4 | Jan 15, 2025 | Highwood Value Partners | - | 4.6% | 0RYA LN, ALIG SS, BOL FP, BORR, BUR, FEVR LN, GETB LN, HFG GR, JZCP LN, MOTR LN, PROT NO, WINE LN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 29, 2026 | Fund Letters | Desmond Kingsford | Fever-Tree Drinks plc | Consumer Staples | Beverages | Bull | New York Stock Exchange | Brand Power, Joint venture, Margin recovery, Premium Beverages, rerating | View Pitch |
| Jan 8, 2026 | Fund Letters | Desmond Kingsford | Fever-Tree Drinks PLC | Consumer Staples | Soft Drinks | Bull | New York Stock Exchange | Brand, Distribution, M&A, Margins, Partnerships | View Pitch |
| Nov 29, 2025 | Fund Letters | Greg Dean | Fever-Tree Drinks plc | Consumer Staples | Brewers | Bull | London Stock Exchange | Brand, growth, Margins, Mixers, premium | View Pitch |
| Nov 28, 2025 | Fund Letters | Bob Sharpe | Fever-Tree Drinks PLC | Consumer Staples | Soft Drinks | Bull | NYSE | Beverages, Branding, Distribution, Margins, recovery | 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. | ||||||||