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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Dec 31, 2025 | 1851 Capital | - | 29.4% | ABB.AX, CKF.AX, COB.AX, COG.AX, FLT.AX, IRE.AX, MAF.AX, MAH.AX, PFP.AX | Australia, gold, industrials, Resources, small caps, value | Gold experienced its best annual return since 1979 driven by seemingly insatiable appetite, entering bubble territory. The precious metal drove the Small Resources index to a 45.3% increase in the December half. Mining contractor Macmahon Holdings renewed a key Queensland resources contract whilst announcing new wins in iron ore and renewables markets, contributing positively to performance. | View | |
| 2023 Q4 | Jan 29, 2024 | Langdon Global Smaller Companies | 8.6% | 26.7% | 2HP.DE, ATG.L, IRE.AX, WOSG.L, XPEL | concentrated, global, Quality, small caps, value | Manager emphasizes value creation within companies rather than market timing, focusing on cash-generative assets with proven management teams. The approach involves disciplined buying during market dislocations when sellers act with urgency. | YETI AGYS JLG AU HYQ GR FEVR LN MEDP WOSG LN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||