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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | REQ Global Compounders | - | 17.6% | AME, DCC LN, MTM SJ, VITB SS | CashFlow, Compounding, Culture, Decentralization, M&A | Compounding: Strong organic growth, cash generation, and sustained reinvestment drove performance. With 185 acquisitions announced across its companies, the fund emphasizes long-duration reinvestment at attractive returns and the power of cumulative learning. Acquisition: The strategy focuses on small private acquisitions at disciplined prices, sourcing primarily through long-standing relationships rather than intermediaries. Examples include Ameteks long-term decentralized M&A model and multiple Nordic add-on acquisitions. Decentralization: REQ highlights autonomy, pull integration, long-term ownership, high insider alignment, and entrepreneurial cultures as essential engines of multi-decade compounding. Detailed case studies (e.g., Momentum Group) illustrate decentralization, accountability, and cultural scaling. | 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. | ||||||||