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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 30, 2025 | Easterly – Global Real Estate Fund | 9.1% | 11.4% | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, Europe, growth, Quality, Roiic | The manager emphasizes sustainable quality compounding with focus on companies achieving high returns on incremental invested capital (>20/25%). They stress the importance of measuring free cash flow performance, proper capital allocation management, and understanding the ROIIC framework for value creation. | View | |
| 2025 Q2 | Jul 17, 2025 | MASECO Private Wealth | - | - | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, Europe, growth, Quality, Roiic | The manager emphasizes sustainable quality compounding with focus on companies achieving high returns on incremental invested capital (>20/25%). They stress the importance of measuring free cash flow performance, proper capital allocation, and management understanding of ROIIC frameworks for long-term value creation. | View | |
| 2025 Q2 | Jul 11, 2025 | The Compounding Tortoise | 5.6% | 10.1% | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, growth, Quality, Roiic, value | The manager emphasizes sustainable quality compounding through companies with high returns on incremental invested capital (>20/25%). They focus on businesses that demonstrate consistent organic growth, rational capital allocation, and strong free cash flow performance rather than financial engineering. | View | |
| 2025 Q1 | May 14, 2025 | Sigil Core Fund | -35.1% | -35.1% | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, growth, Quality, Roiic, value | The manager emphasizes sustainable quality compounding through companies with high returns on incremental invested capital (>20/25%). They focus on businesses that can compound capital at double-digit rates through strong ROIIC rather than financial engineering. The letter discusses what can break quality investment theses, including poor capital allocation and management teams not understanding the ROIIC framework. | HOOD |
View |
| 2025 Q1 | Apr 8, 2025 | Stonehearth Capital Management | - | - | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, growth, Quality, Roiic, value | The manager emphasizes sustainable quality compounding with focus on companies achieving high returns on incremental invested capital (>20/25%). They stress the importance of measuring free cash flow performance, proper capital allocation management, and understanding the ROIIC framework for value creation. | View | |
| 2024 Q1 | Mar 31, 2024 | PM Capital Enhanced Yield Fund | 1.5% | 1.5% | DPLM.L, HARV.HE, LOTB.BR, POOL | Compounding, Europe, growth, Quality, Roiic | The manager emphasizes sustainable quality compounding with focus on companies achieving high returns on incremental invested capital (>20/25%). They stress the importance of measuring free cash flow performance, proper capital allocation management, and understanding the ROIIC framework for value creation. | View | |
| 2024 Q3 | Sep 30, 2024 | Harding Loevner International Small Companies Equity | 9.1% | 4.8% | ALT.PA, BC8.DE, BCHN.SW, BLMO.SW, BOSS.SW, CKN.L, CRAN.L, CYBR, DPLM.L, GLOB, GRAF.L, KIN.TO, LOTB.BR, NEMN.DE, REY.MI, SNR.L, STE.DE, TECN.SW, TMV.DE, TOM.OL, VAIS.HE | emerging markets, Food, healthcare, industrials, international, small caps, technology | Human beings will continue to require food for survival, making food companies relatively immune to AI disruption. Cranswick benefits from growing protein demand as scientists find many people aren't eating enough protein to maintain muscle and ward off aging effects. Lotus Bakeries has built strong brand awareness through airline partnerships and achieved 20% household penetration in successfully penetrated markets. | 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. | ||||||||