Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 10, 2024 | Ross & Van Compernolle | 3.2% | 3.2% | ARNA.JK, CSE.SI, DELFI.SI, ERAA.JK, HIBI.KL, INKP.JK, JMART.BK, JMT.BK, MASTER.BK, MEDC.JK, MPM.SI, MWG.VN, SIDO.JK, UEC.BK, URC.PS, VEB.KL, WPH.BK | Asia, Beauty, Indonesia, Oil Services, Politics, Tourism, value | Political continuity following Prabowo's election victory ensures policy consistency from the Jokowi era. Government fiscal spending acceleration and infrastructure investments create favorable business conditions. The manager views Indonesia as having remarkable demographic diversity with different GDP per capita segments creating multiple market opportunities within one nation. | MASTER.BK UEC.BK URC.PS |
View |
| 2024 Q4 | Feb 10, 2025 | Ross & Van Compernolle | - | - | ASSA.JK, AUCT.BK, BKM.SI, CSE.SI, DHML.SI, DUSIT.BK, ERAA.JK, ISAT.JK, IVL.BK, JMART.BK, MAC.PS, MASTER.BK, MPM.SI, MYOR.JK, SPOST.SI | ASEAN, Beauty, Consumer Electronics, Food, Logistics, small caps, Travel, value | Indonesian FMCG logistics sector expanding at 7.7% CAGR driven by market growth from IDR 44tn to IDR 85tn. ASSA positioned to benefit from integrated logistics solutions including fleet management and warehousing. | View | |
| 2024 Q3 | Oct 29, 2024 | Ross & Van Compernolle | 9.6% | - | 544.SI, 5LY.SI, BKM.SI, D01.SI, ERAA.JK, IVL.BK, J91.SI, JMART.BK, MASTER.BK, MYOR.JK, URC.PS, VELESTO.KL | ASEAN, Asia, Currency, Oil Services, Protein, Stimulus | Two oil and gas service providers, DMHL SP and BKM SP, drove significant outperformance with gains of 50-70% in the third quarter. DMHL was acquired by Hanwha Group at a 97% total return, while BKM was fully exited at fair value after a 76% gain. | J36.SI BEZ.SI D05.SI |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Ross & Van Compernolle | Master Style Plc | Health Care | Health Care Facilities | Bull | Stock Exchange of Thailand | Aesthetic Surgery, Beauty & Wellness, growth, Healthcare services, M&A strategy, market dominance, Medical Tourism, Thailand | 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. | ||||||||