MCP.AX Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Jun 30, 2024	TAMIM Fund Australia Small Cap Income	0.0%	0.0%	CAF.AX, MCP.AX, SRG.AX	Australia, dividends, growth, M&A, small caps, undervalued, value	Fund focuses on profitable and growing small/mid cap stocks that are significantly undervalued or overlooked by the market for non-fundamental reasons. These companies typically have leading strategic positions, founder-led management with significant shareholding, and strong fundamentals backed by profits and balance sheet strength.	MCP.AX CAF.AX SRG.AX	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	TAMIM Fund Australia Small Cap Income	Mcpherson's Ltd	Consumer Staples	Personal Products	Bull	ASX	Beauty, brand portfolio, Consumer products, dividend, Health, M&A Target, margin expansion, turnaround, Value, Wellness	View Pitch

BSD Shareholders of MCP-AX

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

MCP-AX

MCP-AX

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of MCP-AX

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