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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 25, 2025 | Caledonia Investment | - | 7.3% | BABA, BTI, CHTR, CRDA.L, DGE.L, FAST, HILS.L, MCO, MSFT, ORCL, PM, POOL, REL.L, SCHW, SGE.L, SPX.L, TMO, TXN, WSO | AI, diversification, global, Private Capital, Public Companies, technology | Caledonia emphasizes long-term compounding through patient capital allocation across public equities, private capital, and funds, seeking real returns over full market cycles. Its permanent capital structure allows the firm to deploy liquidity opportunistically during periods of market volatility, enhancing long-term value creation. Broad diversification across asset classes, geographies, and investment types is positioned as a core risk management and return stabilization tool. | View | |
| 2025 Q3 | Oct 16, 2025 | T. Bailey Multi-Asset Dynamic Fund | 3.8% | - | AAPL, AZN.L, CCC.L, CKN.L, COA.L, HILS.L, IMI.L, INTC, ITRK.L, JDG.L, LRE.L, MSFT, MSLH.L, NVDA, ROR.L, SPI.L, STEM.L, TSCO.L | AI, diversification, emerging markets, fiscal policy, gold, monetary policy, Multi-Asset, risk management | Gold surged to record highs, supported by falling bond yields, rising rate-cut expectations, and persistent geopolitical tension, making it the strongest contributor to returns. Copper lagged amid tariff-driven volatility and later weakness as exemptions were introduced. Commodities remain an important diversifier, offering inflation protection and asymmetric risk characteristics across the portfolio. | CHRY LN GLDN AU |
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| 2025 Q3 | Oct 16, 2025 | T. Bailey Global Thematic Equity Fund | 6.5% | - | AAPL, AZN.L, CCC.L, CKN.L, COA.L, HILS.L, IMI.L, INTC, ITRK.L, JDG.L, LRE.L, MGNS.L, MSFT, MSLH.L, NVDA, ROR.L, SPI.L, STEM.L, TSCO.L | AI, diversification, emerging markets, fiscal policy, gold, healthcare, Multi-Asset, risk management | The fund emphasizes the continued dominance of AI-related equities, benefiting from hyperscaler momentum and strong performance in thematic holdings like Polar Capital Artificial Intelligence and cybersecurity ETFs. While AI remains a powerful return driver, the manager notes stretched valuations and limited visibility on long-term capital returns. AI continues to shape sector leadership, driving allocation decisions and risk management across the thematic portfolio. | CHRY LN |
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| 2025 Q3 | Oct 16, 2025 | T. Bailey UK Responsibly Invested Equity Fund | -1.2% | - | AAPL, AMZN, AZN.L, CCC.L, CKN.L, COA.L, GOOGL, HILS.L, IMI.L, INTC, ITRK.L, LRE.L, META, MSFT, NVDA, ROR.L, SPI.L, STEM.L, TSCO.L, TSLA | AI, diversification, emerging markets, fiscal policy, gold, healthcare, monetary policy, Multi-Asset | UK equities showed a stark divide between large-cap global earners and domestically exposed mid/small caps, the latter struggling with profit warnings and weak macro conditions. Holdings such as SThree and Marshalls detracted materially, reflecting labour-market softness and sector-specific challenges. UK value remains mixed, with selective opportunities in resilient industrial and service franchises despite broader economic fragility. | MSLH LN CKN LN STEM LN |
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| 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. | ||||||||