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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jun 30, 2024 | Asia Frontier Capital | - | 9.9% | HAX, MWG | active management, Asia, Banking, frontier markets, Iraq, Pakistan, Uzbekistan, Vietnam | Iraq's banking sector is undergoing structural transformation with significant increases in bank account openings, card issuance, and digital payment adoption. The Central Bank of Iraq data shows 51% growth in bank accounts and 115% growth in point-of-sale terminals in 2023, reflecting a shift from cash to formal banking systems. | View | |
| 2024 Q4 | Dec 31, 2024 | Asia Frontier Capital | - | 23.1% | HAX, TLG | Asia, frontier markets, Iraq, monetary policy, Pakistan, Sri Lanka, Uzbekistan, Vietnam | Pakistan was the second best-performing stock market globally in 2024. The State Bank of Pakistan aggressively cut interest rates by 900 basis points since June 2024 as inflation declined significantly. This monetary easing supports corporate profitability, economic rebound, and investor sentiment as fixed income becomes less attractive. | 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. | ||||||||