The fund holds positions in energy companies including Karoon Energy which secured 100% interests in six Santos Basin blocks offshore Brazil, and QPM Energy which announced funding for the 112MW Isaac Power Station development with attractive economics over a 30-year life.
Activist, Australia, dividends, energy, Mining, SmallCap, undervalued, value
The fund focuses on buying mispriced or undervalued assets where the status quo is not working. Their investment approach seeks to change the status quo through board-level changes and activist techniques to preserve or enhance value.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
