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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 26, 2024 | Kingdom Capital Advisors | 2.5% | 15.9% | ABL, CRSXF, EVC, GENK, HBI, NLOP, PLCE, RGS, TDW, VNTRF | distressed, Media, real estate, SmallCap, turnaround, value | Manager focuses on vetting ideas most ignore rather than predicting the next big thing. Portfolio includes distressed situations like Children's Place and undervalued assets like Entravision's spectrum holdings. Emphasis on finding mispriced opportunities with significant torque potential. | EVC |
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| 2024 Q3 | Oct 8, 2024 | Kingdom Capital Advisors | 2.5% | 15.9% | ECRO, GENK, GLXZ, GTIM, HCC, NLOP, RRGB, SCOR, SUP, UNFI, VAL | Coal, Microcap, real estate, Restaurants, small caps, value | Premium metallurgical coal market is undersupplied with major steel producers paying $300m+ per million tons of annual production. Japanese and Indian steel companies are aggressively acquiring coal assets at valuations exceeding current Warrior Met Coal pricing. | ECRO UNFI HCC NLOP |
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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. | ||||||||