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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 | Curreen Capital | 10.5% | 31.0% | AAP, DND.TO, ENR.DE, FTDR, FTRE, GETB.L, TRUE-B.ST, VFC | energy, healthcare, small caps, spinoffs, Turnarounds, value | Curreen Capital has been particularly successful with spinoff investments since launch, with 2025's three biggest winners all being spinoffs. The manager views ugly duckling spinoffs as the best investment opportunities when they combine good businesses, capable management, and attractive pricing. The fund focuses on 'ugly ducklings' - good businesses run by capable managers bought at attractive prices with upside-to-downside ratios of at least 5:1. They target companies earning above 20% after-tax returns on capital over time. Siemens Energy benefited from the end of decade-long stagnation in global electricity demand, driven by deferred infrastructure maintenance, continued electrification, and rapid rise of AI spurring a new demand cycle. | AAP FTRE FTDR GETB LN ENG GR VFC |
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| 2025 Q4 | Jan 20, 2026 | Highwood Value Partners | 5.7% | 10.2% | 2333.HK, ALIM-B.ST, BOL.PA, BORR, BUR.L, FEVR.L, GETB.L, JZC.L, MOT.L, ODET.PA, PROT.OL, RYA.L, STDRL.OL, SYY, TAP, TGO.PA, UMG.AS, VIV.PA, VWS.CO | Capital Cycle, Concentration, energy, Europe, Litigation Finance, special situations, value | Manager emphasizes concentrated value investing approach, buying companies at significant discounts to fair value. Portfolio trades at 48 cents on the dollar of estimated intrinsic value with median P/E of 7.5x. Focus on fundamental bottom-up analysis with 5+ year holding periods. Burford Capital represents the largest position as a litigation finance leader. The business generates returns by funding commercial litigation claims and managing third-party capital. YPF case represents major catalyst with clear judgment in favor. Borr Drilling is a special situation in shallow water drilling rigs. The capital cycle investment thesis centers on industry oversupply working through the system, with rig rates recovering from current levels toward long-run averages as old rigs retire. | RYAAY FEVR LN GETB LN BORR NO BUR LN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 16, 2026 | Substack | Toff Cap Monday Monitor | GetBusy plc | Technology | Software | Bull | London Stock Exchange | Document management, GetBusy, growth potential, insider buying, Market Confidence, platform strategy, productivity software, shareholder returns, SmartVault sale, software sunsets | View Pitch |
| Jan 14, 2026 | Substack | Toff Cap Monday Monitor | GetBusy Plc | Technology | Software | Bull | London Stock Exchange | growth, insider buying, insider ownership, investment opportunity, market cap, shareholder value, SmartVault, Software, software sunsets, Workiro | View Pitch |
| Jan 8, 2026 | Substack | Compound and Fire | Getbusy plc | Software | Software | Bull | London Stock Exchange | Digital transformation, Document management, Getbusy plc, growth potential, High returns, innovation, market demand, productivity solutions, risk tolerance, speculative investment | View Pitch |
| Nov 2, 2025 | Substack | Compound and Fire | GetBusy | Information Technology | Software - Application | Bull | asymmetric upside, GetBusy, growth potential, investment choice, recurring revenue, SmartVault, Software, strategic initiatives, U.S. expansion, workflow solutions | 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. | ||||||||