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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 Q3 | Nov 19, 2025 | Steyn Capital FR QI Hedge Fund | 7.3% | 11.3% | 0700.HK, AIP.JO, ANG.JO, COH.JO, EPE.JO, GND.JO, LBR.JO, NHM.JO, PPH.JO, PRX.AS, RNI.JO, ZED.JO | emerging markets, gold, Long/Short, Reform, South Africa, value | The fund continues to deploy capital in exceptional opportunities in high-quality, undervalued 'SA Inc' businesses. The manager believes the opportunity-set among high-quality 'SA Inc' businesses remains extremely attractive, with many investors underestimating the potential of reform agenda to unlock latent growth in the domestic economy. | View | |
| 2025 Q3 | Nov 19, 2025 | Steyn Capital FR Retail Hedge Fund | 9.2% | 12.1% | 700.HK, AGL.JO, ANG.JO, COH.JO, GLEN.L, MSP.JO, PPH.JO, PRX.AS, RNI.JO, SUN.JO, ZED.JO | emerging markets, gold, Long/Short, Precious Metals, South Africa, value | Precious metals continued their blistering rally in the quarter and have driven much of the local index return for the year to date. After rallying 182% for the year, Precious Metals miners now comprise almost 25% of the JSE ALSI index. The manager has a positive view on both Gold and Platinum, with exposure to selected miners sized appropriately at approximately 12% of NAV in total. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Fund Letters | Merchant West | Reinet Investments | Other | Multi-Sector Holdings | Bull | arbitrage, Currency Hedge, discount to NAV, Euro Cash, Hard Currency Exposure, Investment Holding Company, Special Situation | 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. | ||||||||