| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 14, 2025 | T. Bailey UK Responsibly Invested Equity Fund | 9.4% | - | AZN, LRE LN, SXS LN | dividends, domestic growth, Esg, UK Equities, valuation | The letter argues UK equities remain undervalued relative to global peers despite improving fundamentals. Domestic recovery, attractive dividends, and valuation support underpin the investment case. Responsible investing is integrated without sacrificing return potential. | SXS LN |
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| 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. | ||||||||