| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 17, 2023 | Upslope Capital Management | 14.8% | 18.1% | 8697.T, ATR, ATS.TO, BOKF, CACI, DPLM.L, EMG.L, FCN, FTT.TO, GLT, GRMN, KOG.OL, SLGN, TECN.SW, X.TO | defense, Exchanges, Japan, Long/Short, mid cap, Quality, technology | Manager sees attractive opportunities in exchange operators, exiting TMX Group to invest in Japan Exchange Group. Views exchanges as having monopolistic competitive positions with steady growth and high margins. Japan Exchange specifically positioned to benefit from Japanese equity market revival and corporate governance reforms. | 8697.T GRMN ABX.TO FCN |
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| 2023 Q1 | Apr 17, 2023 | Upslope Capital Management | 14.8% | 18.1% | ATR, ATS.TO, BOKF, BOLSAA.MX, CACI, CHG.L, DPLM.L, EMG.L, FCN, FTT.TO, GLT, KOG.OL, SLGN, TECN.SW, X.TO | Defensive, international, Long/Short, SMID Cap, value, volatility | Manager holds positions in defense contractors including Chemring (exited), Kongsberg Gruppen, and CACI International. Expects these companies to benefit from geopolitical tailwinds and strong positioning in cyber defense. | FTT.TO CHG.L |
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| 2022 Q4 | Jan 25, 2023 | Upslope Capital Management | 14.8% | 18.1% | ATS CN, BOKF, CASY, EMG LN, GLT, TCVA | - | 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. | ||||||||