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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 30, 2025 | Easterly – Global Real Estate Fund | 9.1% | 11.4% | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, Europe, growth, Quality, Roiic | The manager emphasizes sustainable quality compounding with focus on companies achieving high returns on incremental invested capital (>20/25%). They stress the importance of measuring free cash flow performance, proper capital allocation management, and understanding the ROIIC framework for value creation. | View | |
| 2025 Q2 | Jul 17, 2025 | MASECO Private Wealth | - | - | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, Europe, growth, Quality, Roiic | The manager emphasizes sustainable quality compounding with focus on companies achieving high returns on incremental invested capital (>20/25%). They stress the importance of measuring free cash flow performance, proper capital allocation, and management understanding of ROIIC frameworks for long-term value creation. | View | |
| 2025 Q2 | Jul 11, 2025 | The Compounding Tortoise | 5.6% | 10.1% | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, growth, Quality, Roiic, value | The manager emphasizes sustainable quality compounding through companies with high returns on incremental invested capital (>20/25%). They focus on businesses that demonstrate consistent organic growth, rational capital allocation, and strong free cash flow performance rather than financial engineering. | View | |
| 2025 Q1 | May 14, 2025 | Sigil Core Fund | -35.1% | -35.1% | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, growth, Quality, Roiic, value | The manager emphasizes sustainable quality compounding through companies with high returns on incremental invested capital (>20/25%). They focus on businesses that can compound capital at double-digit rates through strong ROIIC rather than financial engineering. The letter discusses what can break quality investment theses, including poor capital allocation and management teams not understanding the ROIIC framework. | HOOD |
View |
| 2025 Q1 | Apr 8, 2025 | Stonehearth Capital Management | - | - | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, growth, Quality, Roiic, value | The manager emphasizes sustainable quality compounding with focus on companies achieving high returns on incremental invested capital (>20/25%). They stress the importance of measuring free cash flow performance, proper capital allocation management, and understanding the ROIIC framework for value creation. | View | |
| 2024 Q1 | Mar 31, 2024 | PM Capital Enhanced Yield Fund | 1.5% | 1.5% | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, Europe, growth, Quality, Roiic | The manager emphasizes sustainable quality compounding with focus on companies achieving high returns on incremental invested capital (>20/25%). They stress the importance of measuring free cash flow performance, proper capital allocation management, and understanding the ROIIC framework for value creation. | 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. | ||||||||