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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 1, 2026 | Protean Select | - | -1.8% | BAKKA.OL, CINT.ST, INDU-B.ST, SKA-B.ST, STORY-B.ST, TEL2-B.ST, TELIA.ST, TRUE-B.ST | AI, Construction, defense, infrastructure, Nordics, small caps, Telecom, valuation | SKA-B.ST TRUE-B.ST INDU-B.ST |
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| 2026 Q2 | Jul 1, 2026 | Protean Small Cap | - | 2.5% | ALFA.ST, ATCO-A.ST, BAKKA.OL, BEIJ-B.ST, BIOG-B.ST, BTS-B.ST, CINT.ST, DEVYSER.ST, EPRO-B.ST, INDU-B.ST, PNDORA.CO, SKA-B.ST, STORY-B.ST, TELIA.ST, TRUE-B.ST | AI, defense, infrastructure, M&A, Nordics, small caps, Telecom, value | TELIA.ST SKA-B.ST TRUE-B.ST INDU-B.ST |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | Fund Letters | Protean Small Cap | Indutrade AB | Other | Industrial Machinery | Bull | Nasdaq Stockholm (Stockholm Stock Exchange) | EBITA Multiple, industrial conglomerate, M&A strategy, margin compression, organic growth, Swedish compounder, turnaround, valuation discount | View Pitch |
| Jul 2, 2026 | Fund Letters | Protean Select | Indutrade AB | Other | Industrial Machinery | Bull | Nasdaq Stockholm (Stockholm Stock Exchange) | Acquisition acceleration, Industrial technology, M&A strategy, Margin recovery, organic growth, Swedish compounder, Value | 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. | ||||||||