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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Airlie Small Companies Fund | 4.4% | - | ALV.DE, CS.PA, GEN.MI, KER.PA, SAP, ZAL.DE | insurance, private equity, SME, software, Switzerland | The fund's main portfolio company La Centrale de Prévoyance is a Swiss insurance broker operating in social security and healthcare insurance. The company maintained partnerships with major insurers including Groupe Mutuel, Generali, Allianz, and Axa while working to onboard new brokers following the resignation of their main broker. | View | |
| 2025 Q2 | Jul 8, 2025 | QuadCap Wealth Management | - | - | ALV.DE, CS.PA, GEN.MI, KER.PA, SAP, ZURN.SW | insurance, liquidation, private equity, SME, software, Switzerland | The fund's main portfolio company La Centrale de Prévoyance is a Swiss insurance broker operating in social security and healthcare insurance. The company maintains partnerships with major insurers including Groupe Mutuel, Generali, Allianz, and Axa, though it faces challenges with broker turnover requiring recruitment efforts to maintain regulatory authorization. | View | |
| 2024 Q1 | Mar 31, 2024 | TMR Long Short Opportunities | - | - | ALV.DE, CS.PA, GEN.MI, KER.PA, SAP, ZAL.DE | insurance, portfolio, private equity, SME, Switzerland | The fund's main portfolio company La Centrale de Prévoyance is a Swiss insurance broker operating in social security and healthcare insurance. The company maintained partnerships with major insurers including Groupe Mutuel, Generali, Allianz, and Axa while working to onboard new brokers after the main broker's resignation. | View | |
| 2024 Q4 | Feb 12, 2025 | Brookfield Asset Management | - | - | ALV.DE, CS.PA, GEN.MI, KER.PA, SAP, ZAL.DE | insurance, portfolio, private equity, SME, Switzerland | The fund's main portfolio company La Centrale de Prévoyance is a Swiss insurance broker operating in social security and healthcare insurance. The company maintained partnerships with major insurers including Groupe Mutuel, Generali, Allianz, and Axa while working to onboard new brokers after the main broker's resignation. | View | |
| 2023 Q4 | Dec 31, 2023 | River Oaks Capital | - | 8.3% | ALV.DE, CS.PA, GEN.MI, MC.PA | insurance, private equity, SME, software, Switzerland | The fund's primary holding La Centrale de Prévoyance is a Swiss insurance broker working in social security and healthcare insurance. The company maintains partnerships with major insurance companies including Groupe Mutuel, Generali, Allianz, and Axa. | View | |
| 2023 Q3 | Nov 8, 2023 | Hinde Group | 1.4% | 30.7% | ALV.DE, CS.PA, GEN.MI, KER.PA | insurance, private equity, SME, software, Switzerland | The fund's main portfolio company La Centrale de Prévoyance is a Swiss insurance broker working in social security and healthcare insurance. The company maintains partnerships with major insurance companies including Groupe Mutuel, Generali, Allianz, and Axa. | AMZN |
View |
| 2025 Q3 | Oct 1, 2025 | MPD Partners | - | - | ALV.DE, CS.PA, GEN.MI, KER.PA, SAP, ZAL.DE | insurance, portfolio, private equity, SME, Switzerland | The fund's main portfolio company LCP is a Swiss insurance broker operating in social security and healthcare insurance. The company maintained revenue growth and positive cash flow despite losing its main broker during the quarter, requiring recruitment of replacement brokers to maintain FINMA authorization. | View |
| 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. | ||||||||