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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | The Gabelli International Small Cap Fund | 8.1% | - | AGI.TO, CHG.L, EDV.L, GENI, GERR.DE, ITP.PA, LPE.PA, PSAN.DE, SIEF.L | Central Banks, China, Currency, Europe, gold, international, Japan, small cap | Gold equity holdings benefited from continued strength in the price of gold. Alamos Gold, MAG Silver, Osisko Gold Royalties, and Eldorado Gold all appreciated by over 17% during the quarter. | View | |
| 2025 Q1 | Mar 31, 2025 | The Gabelli International Small Cap Fund | 7.5% | 7.5% | 9449.T, AGI, CHG.L, EDV.L, GENI, IVG, LOOM.ST, LPE.PA, PRU.AX, SGDG.L, WGX.AX | defense, Europe, Germany, gold, international, small caps | Gold mining stocks performed strongly with Alamos Gold and Endeavour Mining rallying 45% and 36% respectively on the back of rising gold prices. The Fund holds several gold mining positions that benefited from strong gold price performance during the quarter. | View | |
| 2024 Q4 | Dec 31, 2024 | East72 Dynasty Trust | 7.7% | 17.9% | 0012.HK, AVES.SW, BOL.PA, BSD.PA, CAT.AX, CFT.SW, CGI.TO, ELF.TO, FFH.TO, FLOW.AS, HAL.AS, LPE.PA, MFF.AX, MFG.AX, MMB.PA, ODET.PA, SRAD, SVC.TO, VIL.PA, VIRT | Discounts, Europe, Family Control, financials, global, liquidity, small caps, value | Strong performance from liquidity providers Virtu Financial and Flow Traders benefiting from increased volumes and volatility. Manager expects continued volatility in 2025 due to new US administration and high equity valuations, creating promising outlook for liquidity providers across all asset classes. | VIL.PA LPE.PA |
View |
| 2024 Q4 | Dec 31, 2024 | The Gabelli International Small Cap Fund | -10.3% | -6.1% | 8136.T, AGI.TO, CHG.L, CKN.L, DRW3.DE, EDV.L, GENI, GXI.DE, ITP.PA, LPE.PA, SIE.DE, TAM.MI, WGX.AX | Currency, Europe, international, Japan, small cap, value | International small cap equities have been out of favor in most markets, with the fund focusing on small capitalization companies in developed markets outside the U.S. The valuation discount has reached record levels compared to U.S. markets. | View | |
| 2025 Q1 | Apr 16, 2025 | East72 Dynasty Trust | 0.5% | 0.5% | 0165.HK, 2588.HK, AVLT.SW, BOL.PA, BORR, CFR.SW, CG, FFH.TO, FLOW.AS, HAL.AS, LPE.PA, MFG.AX, MMB.PA, NVO, ODET.PA, PAH3.DE, SRAD, VIE.PA, VIRT, VIV.PA | Aircraft Leasing, Controlled Companies, European Holdings, Luxury, Regional Aviation, Trade Policy, Value Investing | The fund features extensive analysis of the aircraft leasing industry, particularly focusing on regional aircraft and ATR turboprops. The manager discusses the trillion-dollar industry with limited public market exposure and highlights Avation PLC as a unique specialist lessor with significant optionality through ATR purchase rights. | AVAP.L VIV.PA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | East72 Dynasty Trust | Laurent Perrier | Consumer Staples | Distillers & Vintners | Bull | Euronext Paris | Champagne, consumer staples, Europe, Export-Focused, family-controlled, French, Luxury goods, Premium Beverages, premiumization, Regulated Industry | View Pitch |
| Nov 29, 2025 | Substack | Winter Gems | Laurent Perrier | Consumer Staples | Beverages - Wineries & Distilleries | Bull | Champagne, Cyclicality, export market, inventory valuation, Laurent Perrier, market share, organic growth, price-to-book ratio, Spirits industry, undervalued | 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. | ||||||||