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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Curreen Capital | 14.1% | 8.7% | AAP, CACC, ENR GR, FTDR, FTRE, GETB LN, HAVAS NA, TRUEB SS, VFC | contrarian, mispricing, Patience, Return on Capital, Turnarounds | The letter describes an ugly duckling strategy focused on temporarily impaired businesses with durable long-term economics. Management argues that operational setbacks and industry slowdowns create mispriced opportunities for patient investors. The outlook is optimistic as normalized earnings and returns on capital re-emerge. | VFC ENR GR GETB LN FTDR FTRE CACC AAP |
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| 2025 Q2 | Jul 15, 2025 | Highwood Value Partners | - | 4.2% | ALIG SS, BORR, BUR, FEVR, GETB LN, HFG GR, JZCP LN, MOTR LN, ODET FP, PROT NO, RYA ID, TRI FP | Capital Allocation, Compounding, ROCE, small caps, valuation gaps | The letter highlights long-term compounding through ownership of capital-light, high-ROCE businesses purchased at discounted valuations. Management emphasizes international small- and mid-cap opportunities where mispricing is most persistent. Patience, discipline, and behavioral edge are positioned as core competitive advantages. | BORR HFG BOL BUR LN JZCP LN MOTR LN FEVR LN PROT NO TRI FP |
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| 2024 Q1 | May 3, 2024 | Curreen Capital | 0.9% | 1.9% | 0SEA LN, AAP, ADV, CACC, FTDR, GETB LN, LNK AU, NILB SS, VFC | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Hurdle Rate | 0.0% | 0.0% | 7378 CN, AFL AU, FNX AU, GETB LN, ORCH LN, PBEE LN | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Curreen Capital | 9.0% | 18.5% | AAP, CACC, EHAB, ENR GR, FTDR, FTRE, GETB LN, KTB, PLX FP, THNC CN, VFC | cash flow, Health Care, small caps, turnaround, value | The fund gained 9%, focusing on smaller turnaround and value situations like Kontoor Brands and Fortrea. Managers emphasize disciplined capital allocation, strong cash generation, and improving healthcare fundamentals despite regulatory headwinds. The portfolio reflects bottom-up conviction in underappreciated growth and restructuring stories. | FTRE THNC CN GETB GB KTB ENH FTRE THNC CN GETB GB KTB ENH |
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| 2023 Q3 | Oct 17, 2023 | Curreen Capital | 0.9% | 1.9% | 0GB5 LN, ADV, CACC, FTDR, GETB LN, NILB SS | - | View | ||
| 2023 Q2 | Jul 28, 2023 | Curreen Capital | 0.9% | 1.9% | ADV, CACC, FTDR, GETB LN, NILB SS | - | View | ||
| 2024 Q2 | Jul 23, 2024 | Curreen Capital | 0.9% | 1.9% | ADV, CACC, DND CN, EHAB, FTDR, GETB LN, NILB SS, SOLV, VFC | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Curreen Capital | -4.7% | -4.7% | AAP, CACC, EHAB, ENR GR, FTDR, GETB LN, HAVAS NA, NILB SS, VFC | - | View | ||
| 2024 Q4 | Jan 17, 2025 | Curreen Capital | 5.7% | 7.7% | AAP, CACC, EHAB, ENR GR, GETB LN, JXN, KAMBI SS, NILB SS, VFC | - | 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 | ||
| 2023 Q1 | Jan 5, 2023 | Curreen Capital | 0.9% | 1.9% | GETB LN, NILB SS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 31, 2026 | Fund Letters | Christian Ryther | GetBusy plc | Information Technology | Application Software | Bull | New York Stock Exchange | Competition, insider buying, SaaS, valuation, vertical software | View Pitch |
| Jan 29, 2026 | Fund Letters | Desmond Kingsford | GetBusy plc | Information Technology | Application Software | Bull | New York Stock Exchange | monetization, operating leverage, productivity software, small-cap, Special Situation | View Pitch |
| Dec 5, 2025 | Fund Letters | Christian Ryther | GetBusy plc | Information Technology | Application Software | Bull | NYSE | Accounting, growth, Reinvestment, Software, Workflows | 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. | ||||||||