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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 16, 2026 | Merchant West | 3.0% | - | AFM.JO, ART.JO, BID.JO, BTI, KIO.JO, NPN.JO, OCE.JO, PPC.JO, RNI.JO, SBV.JO, SOL.JO | financials, Hard Currency, inflation, Mining, oil, South Africa, value | PPC.JO RNI.JO KIO.JO BID.JO |
View | |
| 2025 Q2 | Jul 30, 2025 | Rozendal Partners | - | 23.0% | AFM.L, AST.JO, B4B.DE, BLU.JO, CCOLA.IS, COH.JO, HCI.JO, HL.L, KSPI.L, MTN.JO, NE, NPK.JO, OCE.JO, PRX.AS, SESG.PA, WINE.L | defense, emerging markets, global, Mining, Satellites, tariffs, Turkey, value | Completed investment cycle in three Turkish companies (Migros, Sabanci, Coca Cola Icecek) during hyperinflationary period. Turkey's unorthodox monetary policy created opportunities as negative real interest rates drove consumption boom. Exited positions as valuations reached fair value and real interest rates turned positive. | View | |
| 2025 Q2 | Jul 30, 2025 | Rozendal Global Fund | - | 23.0% | AFM.L, ASR.JO, B4B.DE, BLU.JO, CCOLA.IS, COH.JO, HCI.JO, HL.L, KSPI.L, MTN.JO, NE, NPK.JO, OCE.JO, PRX.AS, SESG.PA, WINE.L | global, Mining, private equity, Satellites, tariffs, Turkey, value | View | ||
| 2025 Q2 | Jun 30, 2025 | Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund | - | - | AFM.L, ASR.JO, BLU.JO, CCOLA.IS, COH.JO, HCI.JO, HL.L, KSPI.L, MEO.DE, MTN.JO, NE, NPK.JO, OCE.JO, PRX.AS, SES, WINE.L | emerging markets, Mining, private equity, South Africa, tariffs, Telecommunications, Turkey, value | View | ||
| 2023 Q2 | Jun 30, 2023 | Rozendal Partners | - | 13.5% | B4B.DE, BLU.JO, BUR.L, CCO, GEMD.L, HCI.JO, HOLD.IS, MCF.L, MDC.L, META, OCE.JO, PPC.JO, RCL.JO, SDRY.L, SUR.JO, TBS.JO | global, Litigation, South Africa, takeovers, technology, uranium, value | Rozendal invests in litigation funding through RLF, comparing the field to private equity in the 1980s with vast untapped market potential. They have committed 3% of hedge fund assets to litigation funding across five direct matters and two class action suits in South Africa. | View | |
| 2023 Q2 | Jun 30, 2023 | Rozendal Partners | - | - | B4B.DE, BLU.JO, BUR.L, CCO, GEMD.L, HCI.JO, HOLD.IS, MCF.L, MDC.L, META, OCE.JO, PPC.JO, RCL.JO, SDRY.L, SUR.JO, TBS.JO | global, Litigation, South Africa, takeovers, technology, uranium, value | View | ||
| 2023 Q2 | Jun 30, 2023 | Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund | - | - | B4B.DE, BLU.JO, BUR.L, CCJ, HCI.JO, META, OCE.JO, PPC.JO, RCL.JO, SAHG.JO, SDRY.L, TBS.JO | Diamonds, healthcare, Litigation, South Africa, technology, Turkey, uranium | View | ||
| 2022 Q4 | Dec 31, 2022 | Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund | - | 12.0% | BLU.JO, BUR.L, GPL.JO, META, NBLB, OCE.JO, QUIN.SN, SPU.JO, TBS.JO, YRK.JO | activism, crypto, emerging markets, energy, gaming, Long/Short, South Africa, value | 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. | ||||||||