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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | EQUAM Global Value Fund | 8.4% | - | ALLFG.L, BFSA.MC, CELL.MI, DFS.L, DHG.L, ENO.MC, EXRO, INCH.L, KIN.BR, MOND.MI, MRL.L, MTO.L, NOEJ.DE, OGN.L, PSG.MC, RHIM.L, SESA.MI, STM.DE, TGS.OL | Entertainment, Europe, small caps, Trade Policy, undervaluation, value | The fund continues to focus on European small and mid-cap companies trading at unusually low valuations despite quality business models. The manager emphasizes buying companies at significant discounts to intrinsic value with strong long-term prospects. | KIN.BR |
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| 2024 Q1 | Apr 23, 2024 | Biondo Investment Advisors | - | - | ALLFG.L, BFSA.MC, CELL.MI, DFS.L, DHG.L, ENO.MC, EXPRO, INCH.L, KIN.BR, MOND.MI, MRL.L, MTO.L, NRMN.DE, OGN.L, PSG.MC, RHI.L, SESA.MI, STM.DE, TGS.OL | Cinema, Europe, Hotels, Oil Services, small caps, Trade Policy, undervaluation, value | The fund focuses on European small and mid-cap companies trading at unusually low valuations despite quality business models. The manager believes this valuation disconnect will eventually reverse, creating significant upside potential of around 100%. | KINP.BR |
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| 2025 Q1 | Mar 31, 2025 | Baron Fifth Avenue Growth Fund | -13.5% | -13.5% | ALLFG.L, BFSA.MC, CELL.MI, DFS.L, DHG.L, ENO.MC, EXPO, INCH.L, KIN.BR, MRL.L, MTO.L, NOEJ.DE, OGN.L, RHI.L, SESA.MI, STM.DE, TGS.OL | Entertainment, Europe, small cap, Trade Policy, undervaluation, value | The fund continues to focus on European small and mid-cap companies trading at unusually low valuations despite quality business models. The manager believes this valuation disconnect will eventually reverse, though timing remains uncertain. | KIN.BR |
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| 2025 Q4 | Jan 16, 2026 | Janus UK Smaller Companies Fund | -0.1% | 2.4% | BBY.L, BWY.L, CHG.L, CVSG.L, DOM.L, MTO.L, OSB.L, QQ.L | Construction, defense, Government Policy, small caps, Uk, Valuations | Defence companies Qinetic and Chemring were key detractors as share prices fell amid news of potential peace agreement between Russia and Ukraine. UK defence contractors are waiting for publication of government's Defence Investment Plan, which is slowing decision making. Housebuilder Bellway and construction company Balfour Beatty were positive contributors. Bellway rallied following benign UK budget outcome and reported encouraging preliminary full-year results. Balfour Beatty continued to rally on strong order-book momentum and cash generation. UK smaller companies experienced challenging conditions with government handling of Autumn Budget destroying corporate and consumer confidence. However, valuations remain attractive and sit well below long-term averages, with persistent M&A activity suggesting market players are taking notice. | 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. | ||||||||