| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 4, 2025 | Pangolin Asia Fund | - | -6.9% | BAUTO.KL, IGB.KL, MAPA.JK | ASEAN, consumer, dividends, Indonesia, Malaysia, value | The fund focuses on companies trading at attractive valuations despite strong fundamentals. Portfolio companies trade on single digit PEs with high returns on capital, while generating substantial cash flows and dividends. | IGB.KL MAPA.JK BAUTO.KL MAPA IJ |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Pangolin Asia Fund | IGB Berhad | Real Estate | Real Estate Development | Bull | Bursa Malaysia | Asset Development, Malaysia, Patient Capital, Real Estate, REIT, turnaround, value unlocking | 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. | ||||||||