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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Plural Investing | 21.9% | 3.8% | JDG LN, JET2 LN, WOSG LN | Concentration, free cash flow, Intrinsic Value, Value Investing, volatility | The commentary emphasizes disciplined value investing focused on buying businesses at substantial discounts to intrinsic value. Management highlights balance-sheet strength, high returns on capital, and concentrated positions in underfollowed companies. Volatility is welcomed as a source of opportunity rather than risk. | JDG LN WOSG LN JET2 LN |
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| 2023 Q3 | Oct 31, 2023 | MCJ Capital Partners | 10.6% | 11.7% | CSU CN, JDG LN, KSI CN, KUT CN | - | View | ||
| 2025 Q3 | Oct 21, 2025 | Plural Investing | -9.1% | -5.6% | GLIBA, JDG LN, JET2 LN, SEG, WOSG LN | Intrinsic Value, real estate, small caps, Telecom, Value Investing | The fund focuses on deeply undervalued small-cap equities with strong balance sheets and aligned management, citing opportunities in Jet2, Seaport Entertainment, and GCI Liberty. Managers see market pessimism in UK and US small caps as misplaced, creating entry points for disciplined long-term investors. The portfolio targets intrinsic value recovery through concentrated, research-driven holdings and patient capital deployment. | GLIBA WOSG JDG SEG JET2 GLIBA SEG JET2 |
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| 2023 Q1 | Apr 19, 2023 | Polen Capital – International Small Company Growth | -3.9% | -1.7% | FEVR LN, JDG LN, KCT LN, KXS CN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | Oddbjørn Dybvad | Judges Scientific plc | Industrials | Scientific & Technical Instruments | Bull | New York Stock Exchange | Acquisitions, Decentralization, dividends, Researchfunding, Scientificinstruments | View Pitch |
| Jan 8, 2026 | Fund Letters | Chris Waller | Judges Scientific plc | Industrials | Scientific & Technical Instruments | Bull | New York Stock Exchange | acquisition, Capitalallocation, compounder, Scientificinstruments, UK | 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. | ||||||||