Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Hurdle Rate | 0.0% | 0.0% | 7378.T, AFL.AX, ARC.AX, FNX.AX, GETB.L, ORCH.L, PBEE.L | Australia, Concentration, Professional Services, small caps, United Kingdom, value | The fund focuses on smaller companies with less sophisticated shareholders, leveraging the manager's advantage in professional and financial services. The portfolio targets 10-20 companies with a specialised game selection approach to limit competition. | 7378.T GETB.L ORCH.L AFL.AX FNX.AX PBEE.L |
View |
| 2024 Q4 | Jan 31, 2025 | Hurdle Rate | - | - | AVT.T, BVS.AX, FNX.AX, ORCH.L, PBEE.L, PPE.AX, SWF.AX | active management, global, small caps, software, Specialty Finance, value | Manager focuses on purchasing securities at attractive valuations, often trading below book value or at low earnings multiples. Multiple investments were made based on companies trading at significant discounts to intrinsic value, such as Orchard Funding at 0.5 times tangible book value despite 9% average ROE. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Hurdle Rate | Finexia Financial Group Limited | Financials | Asset Management & Custody Banks | Bear | Australian Securities Exchange | asset management, Australia, Distribution, Management Quality, Private Credit, turnaround | 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. | ||||||||