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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Dec 31, 2023 | Sandon Capital | 0.0% | 0.0% | A2B.AX, CYG.AX, FWD.AX, LNK.AX, MFG.AX | activism, Australia, M&A, small caps, value | The fund demonstrates active shareholder engagement through board changes and strategic influence. The A2B campaign exemplifies successful activist intervention, with the appointment of Mark Bayliss as Executive Chairman leading to significant value creation through asset sales and strategic repositioning. | LNK.AX MFG.AX CYG.AX A2B.AX |
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| 2023 Q4 | Jan 26, 2024 | Curreen Capital | 0.9% | 1.9% | AAP, ADV, CACC, CCC.L, DND.TO, EHAB, FTDR, GETB.L, KAMBI.ST, LNK.AX, NILB.ST, VFC | Cash, contrarian, Opportunistic, Quality, small caps, value | Manager follows a disciplined value strategy, buying excellent businesses at meaningful discounts to downside valuation. The fund takes advantage of market weakness to purchase quality companies trading at ridiculously low prices, with positions bought 33-65% below recent highs. | NILB.ST LNK.AX GETB.L FTDR CACC ADV |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Curreen Capital | Link Administration | Financials | Capital Markets | Bull | ASX | acquisition target, Australia, Financial Administration, Geographic Diversification, market leadership, Mitsubishi UFJ, Shareholder Registry, Superannuation | View Pitch |
| Apr 28, 2026 | Fund Letters | Curreen Capital | Link Administration | Financials | Financial Services | Bull | ASX | Administration Solutions, Australia, contrarian, financial services, Value | View Pitch |
| Apr 28, 2026 | Fund Letters | Sandon Capital | Link Administration Holdings | Financials | Specialized Finance | Bull | ASX | Administration Services, Australia, Board Recommendation, Corporate Interest, financial services, Japanese Acquirer, M&A Target, Scheme Arrangement, Superannuation, Technology Solutions | 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. | ||||||||