| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 14, 2025 | T. Bailey Multi-Asset Growth Fund | 3.6% | - | 9896 JP, LFHGSIG LN, PCILF | asset allocation, Compounding, diversifiers, growth, real assets | The fund emphasizes growth-oriented asset allocation balanced with diversifiers to manage drawdowns. Equity exposure is complemented by real assets and absolute return strategies. The approach seeks resilient compounding through cycles rather than timing markets. | 9896 JP |
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. | ||||||||