| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q4 | - | Capicraft Investment Partners | - | 40.7% | CCO.TO, CRES.BA, FPI, GLTR.L, IMO.TO, LAND, MTN.JO, NTR, SBER.ME, ZED.JO | Agriculture, commodities, energy, inflation, nuclear, real assets, Russia | GLTR.L MTN.JO ZED.JO NTR CRESY FPI GLAD IMO.TO CCO.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Capicraft Investment Partners | Globaltrans Investment PLC | Other | Railroads | Bull | New York Stock Exchange | contrarian, Freight Services, Hard assets, high dividend yield, Rail Transportation, Russia, Transportation Infrastructure, Value Investment | 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. | ||||||||