| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 18, 2023 | Frontaura Global Frontier | 5.2% | 23.3% | HAPAG.DE, QNB.CA, QUINENCO.SN, STS.WA | emerging markets, frontier markets, inflation, Manufacturing, Rate Cuts, valuation | Managers view inflation as yesterday's news with disinflation well underway globally. They expect pre-COVID inflation rates to return in 2024 for many countries, citing significant drops in year-over-year inflation rates across their portfolio countries including Philippines, Vietnam, Colombia, and UAE. | 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. | ||||||||