| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 12, 2025 | Ganes Focused Value Fund | 16.2% | - | APE AU, AUB AU, LOV AU, PWR AU, REH AU | aerospace, consumer, diversification, growth, retail | The fund highlights resilience in consumer and retail sectors through holdings like Lovisa, expanding internationally and benefiting from competitor bankruptcies. Aerospace exposure through PWR Holdings underscores industrial transition potential after infrastructure investments. | REH AU AUB AU PWH AU LOV AU |
View |
| 2024 Q3 | Sep 30, 2024 | Ganes Focused Value Fund | 1.5% | - | APE AU, ARB AU, LOV AU, PWR AU | - | 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. | ||||||||