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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Ganes Focused Value Fund | 7.5% | - | APE AU, FID AU, LOV AU, PWH AU, RDX AU, SPY NZ | Compounding, Concentrated Portfolio, conviction, fundamentals, long-term | The commentary highlights a concentrated portfolio of high-conviction Australian equities, emphasizing long-term compounding and owner-oriented management teams. Management discusses volatility in individual holdings while reinforcing confidence in fundamentals. Concentration is viewed as a strength when combined with patience. | PWH AU SPY NZ APE AU LOV AU FID AU |
View |
| 2024 Q4 | Dec 31, 2024 | Ganes Focused Value Fund | - | 5.9% | ARB AU, DPZ, LOV AU, MFF AU, PWH AU, RDX AU | - | View | ||
| 2025 Q3 | Oct 12, 2025 | Ganes Focused Value Fund | 16.2% | - | APE AU, AUB AU, LOV AU, PWR AU, REH AU | aerospace, consumer, diversification, growth, retail | The fund highlights resilience in consumer and retail sectors through holdings like Lovisa, expanding internationally and benefiting from competitor bankruptcies. Aerospace exposure through PWR Holdings underscores industrial transition potential after infrastructure investments. | REH AU AUB AU PWH AU LOV AU |
View |
| 2024 Q3 | Sep 30, 2024 | Ganes Focused Value Fund | 1.5% | - | APE AU, ARB AU, LOV AU, PWR AU | - | View | ||
| 2024 Q2 | May 7, 2024 | Ganes Focused Value Fund | -2.2% | 0.0% | ALU AU, AUB AU, LOV AU, PSI AU, SMP AU | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ganes Focused Value Fund | -10.1% | -10.1% | APE AU, AUB AU, LOV AU, PWH AU, RDX AU, REH AU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 6, 2025 | Fund Letters | Wayne Jones | Lovisa Holdings Ltd. | Consumer Discretionary | Specialty Retail | Bull | NYSE | brands, International, Jewellery, retail, Rollout | View Pitch |
| Nov 29, 2025 | Fund Letters | Wayne Jones | Lovisa Holdings Ltd. | Consumer Discretionary | Specialty Retail | Bull | Australian Securities Exchange | acquisition, expansion, Global, growth, Jewelry, Margins, retail, valuation | 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. | ||||||||