| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 9, 2025 | Frontaura Global Frontier | 12.0% | 18.0% | EMIRATES UH, MUCPIY IND, UBA NL, ZENB LN | consumption, demographics, frontier, mispricing, reforms | Frontier markets benefit from structural growth, demographic expansion, and long-term capital inflows as underpenetrated industries scale. The letter highlights mispricing driven by poor liquidity and limited analyst coverage, creating opportunities for long-term compounders. Despite volatility, improving governance, reforms, and rising domestic consumption support multi-year investment potential. | 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. | ||||||||