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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 2, 2025 | Colebrooke Partners | - | -14.5% | BMY.L, GRG.L, MACF.L, MIDW.L, NAH.L, THG.L | Distribution, liquidity, Quality, small caps, Uk, value, volatility | The fund has invested in two UK distributors, Macfarlane Group and Midwich, focusing on businesses with high customer switching costs, disciplined internal incentives, and recurring revenue bases. These distributors strengthen their market positions during periods of weaker demand and offer attractive risk-adjusted returns through high free cash flow yields. | THG.L NAH.L MACF.L THG LN NAH LN MACF LN |
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| 2025 Q1 | May 6, 2025 | Lowell Capital | - | - | ASO, BOWL.L, BRC, DUR.AX, IWG.L, LNF.TO, LYTS, MACF.L, NSIT, QEPC | Canada, Cash, Defensive, Europe, free cash flow, small caps, value | Manager focuses on undervalued companies with low expectations and attractive valuations. Seeks good businesses with low valuations where market expectations are modest, believing these provide better risk-adjusted returns than growth stocks. | LNF.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Colebrooke Partners | Macfarlane Group | Industrials | Trading Companies & Distributors | Bull | London Stock Exchange | Distributor, European expansion, High returns, Industrial, Low Capital Intensity, Packaging, switching costs, UK, Value | 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. | ||||||||