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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 21, 2025 | McElvaine Value Fund | - | -4.0% | AIM CN, CFP CN, EXCE, FIH/U CN, GUD CN, HHH, JAR LN, MDOB LN, MXG CN, ONEX CN, PSK CN | contrarian, insider ownership, low leverage, tangible assets, value | The letter emphasizes contrarian value investing focused on unpopular, asset-rich companies with insider alignment and low leverage. Management is skeptical of speculative enthusiasm around AI-related investments and prefers tangible assets and discounted cash flows. Patience is highlighted as essential as intrinsic value realization lags market sentiment. | GUD CN MPX CN AIM CN ONEX CN CFP CN HHH FIH CN PSK CN |
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| 2025 Q2 | Jul 22, 2025 | Third Avenue Real Estate Value Fund | 6.8% | 6.4% | BRK/A, JAR LN, PLD, SKY, WCC | capital structure, Patience, real estate, Resource Conversion, valuation | The letter emphasizes U.S. real estate companies with strong assets and conservative capital structures. Management focuses on resource conversion and private market realizations. Patience is stressed amid cyclical headwinds. | JAR LN SKY WCC PLD |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Jason Wolf | Jarvis Securities plc | Financials | Investment Banking & Brokerage | Bull | New York Stock Exchange | Brokerage, Netcash, recovery, Regulation, Trading | View Pitch |
| Nov 29, 2025 | Fund Letters | Timo Smuts | Jardine Matheson Holdings Ltd. | Industrials | Industrial Conglomerates | Bull | NYSE | Allocation, Asia consumer, buybacks, conglomerate, dividend, recovery, valuation | 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. | ||||||||