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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Marlton Partners | 13.2% | 24.6% | ALHG.PA, API.L, AVAX-USD, BOL.PA, CAN.L, HAVAS.AS, JARA.L, JGC.L, MCG.JO, ODET.PA, PRSR.L, PSH.L, SOL-USD, TPOU.L, TURN, VIV.PA, VPLAY-B.ST | activism, catalysts, Investment Trusts, Liquidations, NAV Discount, real estate, special situations, value | Marlton focuses on asset-covered situations trading at discounts to net asset value with hard catalysts to unlock value. The fund systematically identifies candidates offering periodic exit opportunities at or near NAV across UK Investment Trusts and US Closed-End Funds. Portfolio includes liquidating REITs, controlled conglomerates, and various corporate actions. | API.L JARA.L JGC.L BOL.PA PRSR.L |
View |
| 2025 Q3 | Oct 10, 2025 | INN8 | - | - | 0700.HK, AAL.L, AMZN, ANG.JO, BABA, BWO.JO, CUR.JO, GFI, GOOGL, IMP.JO, INTC, MCG.JO, META, MSFT, NVDA, ORCL, PRX.JO, TECK | AI, China, global, gold, inflation, rates, tariffs, technology | The euphoria towards artificial intelligence is creating speculative market dynamics where AI spending announcements instantly reward companies with massive market cap increases. Companies like Nvidia, Alibaba, Meta, Microsoft, Alphabet, Amazon, and Oracle have seen their combined market capitalization boosted by about $1.8 trillion from AI investment pledges. While few companies show material returns on AI investments in their financials, investors continue piling into shares of companies spending big on data centers to position themselves as AI leaders. | View |
| 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. | ||||||||