| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 | Forager International Shares Fund | 2.9% | - | 4194.T, 5038.T, BVS.AX, CAT.AX, CCL.AX, CLH, CRH, CSL.AX, CTD.AX, DMP.AX, EML.AX, FI, FIX, GTK.AX, HPG.AX, IEL.AX, INCH.L, INGA.AS, JHX.AX, LLOY.L, MTX.DE, NUTX, PPE.AX, PPS.AX, REH.AX, RUL.AX, TSCO.L, TSLA, ZEG.L | Australia, Discipline, gold, Japan, small caps, value | The letter highlights global small-cap recovery and portfolio success from data center exposure and Japanese digitization. Governance reform and buyback momentum in Japan create attractive tailwinds, while holdings like eWeLL and Visional capitalize on structural demographic and tech shifts. The fund emphasizes disciplined stock-picking amid rising valuations. | INCH LN VIS JP FI US ZEG LN CRH US FIX US |
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| 2025 Q3 | Oct 14, 2025 | Lakehouse Small Companies Fund | - | - | CAT, CAT.AX, FCL.AX, OBJ.AX, PNI.AX, RUL.AX, SDR.AX | Australia, growth, small caps, technology, Travel | The fund benefited from a takeover-driven rally while remaining cautious about valuation and regulatory risks in private credit. Strong SaaS performance, particularly SiteMinder, underscored resilience in unit economics and scalable revenue models. The managers remain focused on founder-led, high-growth Australian small caps. | SMM AU |
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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. | ||||||||