| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q2 | - | FCL Capital | -29.9% | -29.9% | AMBP3.SA, CPRI, ENT.L, FLRY3.SA, GDDY, HYPE3.SA, META, VIPS, YDUQ3.SA | Bear Market, Brazil, China, diversification, Luxury, small caps, Tech Correction, value | HYPE3.SA AMBP3.SA FLRY3.SA YDUQ3.SA |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | FCL Capital | Hypera | Drug Manufacturers - Specialty & Generic | Pharmaceuticals | Bull | Brasil Bolsa Balcão | Aging Population, Brand management, Brazil, Consumer healthcare, defensive, Multiples Compression, Off-Patent Drugs, pharmaceuticals, secular growth | View Pitch |
| 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. | ||||||||