| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Jan 30, 2025 | Langdon Global Smaller Companies | 3.6% | 19.8% | FECR LN, HYQ GR, RBREW DC, WED CN | Alternatives, insurance, NAV, Platforms, privatecredit | Westaim's recapitalization by CC Capital underscores growing investor appetite for alternative-asset platforms with insurance and private-credit adjacencies. The transition from NAV-based valuation toward earnings-driven models mirrors trends seen at Apollo, Ares, and Blackstone affiliates. Alternative-asset ecosystems continue compounding through fee growth, insurance float, and scaled origination. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Greg Dean | Hypoport SE | Financials | Diversified Financial Services | Bull | Fintech, Germany, Mortgages, Platforms, Upside | 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. | ||||||||