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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Nov 13, 2023 | Saltlight Capital | 15.6% | 35.6% | KARO, MELI, PPE.JO, SE, TCP.JO | E-Commerce, emerging markets, Fintech, long-term, marketplaces, South Africa, value | Portfolio includes two major e-commerce marketplace investments: MercadoLibre in Latin America and SEA Ltd in Southeast Asia. Both companies are building network effects and scale over decades, with MercadoLibre demonstrating the long-term potential after 24 years of development. The manager emphasizes that marketplaces require extraordinary patience to build but offer significant returns during the uncertainty phase. | PPE.JO TCP.JO KARO ^FTSE ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Saltlight Capital | Purple Group | Financials | Investment Banking & Brokerage | Bull | JSE | Capital-light, Democratization, digital platform, Philippines Expansion, Retail Brokerage, South Africa, Young Investors | 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. | ||||||||