| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 21, 2026 | abrdn International Small Cap Fund | -5.4% | -5.4% | 2360.TW, 3374.TW, AVON.L, CURY3.SA, EVD.DE, FLRY3.SA, GTT.PA, IMD.AX, JUN3.DE, PAN.JO, RILBA.CO, VNT.AX | defense, Defensive, healthcare, infrastructure, international, Mining, small caps | View | ||
| 2026 Q1 | Apr 18, 2026 | Steyn Capital FR QI Hedge Fund | 1.5% | 1.5% | 0700.HK, AEL.JO, GLEN.L, NPN.JO, PAN.JO, PRX.AS | emerging markets, Geopolitical, gold, Long/Short, Mining, oil, South Africa, value | PRX.AS NPN.JO PAN.JO GLEN.L AEL.JO |
View | |
| 2026 Q1 | Apr 18, 2026 | Steyn Capital FR Retail Hedge Fund | 0.5% | 0.5% | 0700.HK, AEG.JO, GLEN.L, NPN.JO, PAN.JO, PRX.AS | energy, Geopolitical, gold, Long/Short, Mining, South Africa, value | NPN.JO PRX.AS PAN.JO GLEN.L AEG.JO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Steyn Capital FR Retail Hedge Fund | Pan African Resources | Gold | Gold | Bull | New York Stock Exchange | All-in Sustaining Costs, earnings, gold mining, gold prices, Low-cost producer, Production Profile, South Africa | View Pitch |
| Apr 23, 2026 | Fund Letters | Steyn Capital FR QI Hedge Fund | Pan African Resources | Gold | Gold | Bull | New York Stock Exchange | Gold, Low-cost producer, materials, Mining, Precious Metals, Production Profile, South Africa, Sustaining Costs | View Pitch |
| 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. | ||||||||