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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 13, 2024 | Gehlen Brautigam | 0.7% | 6.8% | BIJ.DE, CRAYN.OL, GYM.L, JST.DE, MAB1.L, SIE.DE, STO.DE, TPFG.L | Europe, Patience, private equity, small caps, undervaluation, value | The fund focuses on undervalued smaller European companies that private equity firms are recognizing and acquiring at premiums. The managers emphasize patient value investing, waiting for intrinsic value to be recognized by the market over time. | GYM.L TPFG.L MAB.L JST.DE CRN.OL |
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| 2024 Q1 | Jul 4, 2024 | Gehlen Brautigam | 0.7% | 6.8% | AKW.PA, ANM.MI, BALCO.ST, BLV.L, GUI.PA, GYM.L, HFG.DE, IWB.MI, IWG.L, KAMUX.HE, KSB3.DE, MAB.L, NA9.DE, ORG.L, PHLL.L, SAFH.DE, SKB.DE, STO3.DE, TPFG.L | Europe, Franchising, Property, Recovery, small cap, Uk, value | The UK housing market is facing substantial disruptions since 2022 with significant turmoil in 2023. The property sales market has been in decline over the past two years with only signs of recovery in early 2024. The lack of housing supply continues with landlords facing ongoing legislative and financing challenges. | TPFG.L |
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| 2023 Q4 | Jan 28, 2024 | Gehlen Brautigam | 0.7% | 6.8% | ANIM.MI, BFIT.AS, BIJ.DE, GYM.L, KAMUX.HE, KSB.DE, MAB1.L, PHLL.L, SAF.DE, STO3.DE | consumer, dividends, Europe, industrials, small caps, value | The fund is invested in around 20 selected European and UK small and micro caps. The managers believe many European and UK small and micro caps are priced below intrinsic value and historically inexpensive compared to large and mid caps, which could lead to above average returns over the medium to longer term. | BHARATBIJ.NS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Gehlen Brautigam | The Gym Group plc | Consumer Discretionary | Leisure Facilities | Bull | London Stock Exchange | Consumer Discretionary, Fitness Centers, Low cost, membership growth, operating leverage, post-COVID recovery, UK | View Pitch |
| Aug 7, 2025 | Substack | Wonderstcks | The Gym Group Plc | Consumer Discretionary | Leisure | Bear | London Stock Exchange | — | 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. | ||||||||