HTG.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Oct 30, 2024	Kernow Asset Management	-	16.0%	CARD.L, CMCX.L, FRAS.L, GFRD.L, HOL.L, HSX.L, HTG.L, MTRO.L, SAGA.L, VID.L, WISE.L	contrarian, infrastructure, Long/Short, small caps, Uk, value	Manager identifies significant value opportunities in UK equities, particularly noting Metro Bank and other holdings trading at attractive valuations. Emphasizes asymmetric return characteristics where investment thesis differs from consensus.		View
2025 Q1	Apr 18, 2025	Kernow Asset Management	-5.9%	-5.9%	BKG.L, BRBY.L, CARD.L, GFRD.L, HSX.L, HTG.L, MTRO.L, WISE.L	Buybacks, Capital Allocation, contrarian, Long/Short, United Kingdom, value	Manager focuses on businesses with asymmetric return characteristics trading below intrinsic value. Berkeley Group highlighted as undervalued with strong cash position and forward visibility. Hunting exited as value trap despite 100% returns due to poor capital allocation by management.	BKG.L GFRD.L BRBY.L HTG.L	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Kernow Asset Management	Hunting PLC	Energy	Oil & Gas Equipment & Services	Bear	London Stock Exchange	Acquisitions, buybacks, capital allocation, Management Quality, Oil Services, ROIC, Value trap	View Pitch

BSD Shareholders of HTG-L

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

HTG-L

HTG-L

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of HTG-L

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