| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | AVI Worldwide Opportunities Fund | - | - | AERS.L, CHRY.L, GCP.L, GCPB.L, GRID.L, HVPE.L, LABS.L, PRS.L, SEIT.L, SHIP.L, SUSD.L, TFG.L, VH.L | Alternative Assets, Closed-End Funds, Discounts, energy, infrastructure, NAV | SDCL Energy Efficiency Income was the largest contributor, focused on energy efficiency and decentralised energy generation projects with limited power price risk exposure. The platform nature allows for active management to drive higher returns. | TFG.L GRID.L SEIT.L TFG NA GRID LN SEIT LN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | AVI Worldwide Opportunities Fund | SDCL Energy Efficiency Income Trust | Utilities | Independent Power and Renewable Electricity Producers | Bull | London Stock Exchange | alternative assets, asset sales, Decentralised Energy, discount to NAV, energy efficiency, infrastructure, investment trust, Platform Investments, Share Buybacks | 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. | ||||||||