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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Curreen Capital | 14.1% | 8.7% | AAP, CACC, ENR GR, FTDR, FTRE, GETB LN, HAVAS NA, TRUEB SS, VFC | contrarian, mispricing, Patience, Return on Capital, Turnarounds | The letter describes an ugly duckling strategy focused on temporarily impaired businesses with durable long-term economics. Management argues that operational setbacks and industry slowdowns create mispriced opportunities for patient investors. The outlook is optimistic as normalized earnings and returns on capital re-emerge. | VFC ENR GR GETB LN FTDR FTRE CACC AAP |
View |
| 2025 Q1 | Apr 24, 2025 | Curreen Capital | -4.7% | -4.7% | AAP, CACC, EHAB, ENR GR, FTDR, GETB LN, HAVAS NA, NILB SS, VFC | - | 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. | ||||||||