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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Forager International Shares Fund | 17.6% | 14.1% | 3769 JP, 4194 CN, 4733 JP, APG, CROX, FIX, FLUT, GLEN LN, JD/ LN, MTX GR, PSI CN, TKO, WISE LN, ZETA | contrarian, fundamentals, global value, valuation gaps, volatility | The commentary highlights global value opportunities outside crowded U.S. markets, with an emphasis on idiosyncratic situations and underfollowed companies. Management stresses patience and fundamental analysis as key to exploiting valuation gaps. Market volatility is viewed as a tailwind for disciplined value investors. | ZETA APG TKO FLUT MTX GR FIX WISE LN 4194 CN 4733 JP 3769 JP PSI CN |
View |
| 2025 Q1 | Mar 31, 2025 | L1 Capital Long Short Fund | 1.3% | 1.3% | BSL AU, IMD AU, JD/ LN, JHX, LLOYDS IN, MIN AU, VEA AU | - | View | ||
| 2024 Q4 | Dec 31, 2024 | L1 Capital Long Short Fund | -7.9% | -7.9% | BSL AU, DEG AU, FLT AU, FLUT, FRA GR, JD/ LN, MIN AU, QAN AU, WGX AU | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Platinum International Brands Fund | 12.0% | 21.0% | AS, BIRK, ELF, GALD SW, JD/ LN, ZTS | - | 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. | ||||||||