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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 30, 2025 | T. Bailey UK Responsibly Invested Equity Fund | -4.9% | - | AJB.L, AZN, BEZ.L, BTC-USD, CCC.L, CKN.L, FOUR.L, HIK.L, HLMA.L, IMI.L, ITRK.L, MGAM.L, ORG.L, OXIG.L, RCDO.L, ROR.L, SXS.L, TSCO.L, TSLA, XPS.L | AI, commodities, defense, diversification, Europe, infrastructure, tariffs, volatility | European defense spending surge driven by policy shifts, deadlock in US-Ukraine aid discussions, and pressure on NATO members to boost military budgets. Germany's €500 billion infrastructure and defense spending program boosted regional confidence. The L&G Europe Ex UK Equity UCITS ETF was introduced to access the entire defense value chain and economic impact. | View | |
| 2025 Q1 | Mar 31, 2025 | Peapack Private | - | - | ACAD.ST, ALLFG.L, BFSA.MC, CELL.MI, DFS.L, DOM.L, EBRO.MC, EXPG, HEAD.L, INCH.L, MIDW.L, MON.MI, NRMG.DE, ORG.L, PSG.MC, RHIM.L, RITN.SW, SESA.MI, TGS.OL, WTB.L | Banking, Cyclical, Europe, oil, small caps, undervalued, value | Fund invests in companies trading at significant discounts to intrinsic value with upside potential of 112%. Portfolio comprises companies with solid businesses acquired at attractive multiples with low debt levels. | RIEN.SW DPZ.L |
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| 2025 Q3 | Oct 16, 2025 | T. Bailey Multi-Asset Growth Fund | 4.0% | - | AAPL, AMZN, AZN.L, CCC.L, COA.L, GOOGL, IMI.L, INTC, ITRK.L, META, MGNS.L, MSFT, MSLH.L, NVDA, ORG.L, ROR.L, STHP.L, SXS.L, TSCO.L, TSLA | AI, diversification, emerging markets, fiscal policy, gold, healthcare, Multi-Asset, risk management | AI-driven rally led by US megacaps shows growing concentration risk. NVIDIA evolved from enabler to financier with $100bn OpenAI investment. AI story entered new chapter with vendor-financing replacing innovation as expansion driver. | GLDN AU |
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| 2024 Q1 | Jul 4, 2024 | Gehlen Brautigam | 0.7% | 6.8% | AKW.PA, ANM.MI, BALCO.ST, BLV.L, GUI.PA, GYM.L, HFG.DE, IWB.MI, IWG.L, KAMUX.HE, KSB3.DE, MAB.L, NA9.DE, ORG.L, PHLL.L, SAFH.DE, SKB.DE, STO3.DE, TPFG.L | Europe, Franchising, Property, Recovery, small cap, Uk, value | The UK housing market is facing substantial disruptions since 2022 with significant turmoil in 2023. The property sales market has been in decline over the past two years with only signs of recovery in early 2024. The lack of housing supply continues with landlords facing ongoing legislative and financing challenges. | TPFG.L |
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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. | ||||||||