| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Feb 11, 2025 | Torghatten Capital | - | - | ATCO-A.ST, ATD.TO, BOUV.OL, CSU.TO, EVO.ST, INVE-B.ST, MEDI.OL, NVO, V | Compounding, fundamentals, long-term, Margins, moats, Quality, ROCE, value creation | The fund focuses exclusively on high-quality companies with strong competitive advantages, trustworthy management, profitable operations, and smart capital allocation. Quality is defined through the Quality Triangle: historical numbers, management clarity, and forecastability. | EVO.ST CSU.TO V EVO SS CSU CN V |
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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. | ||||||||