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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 4, 2026 | Easterly – Global Real Estate Fund | 1.0% | 1.0% | EQIX, GMG.AX, HKL.HK, NTST, SGP.AX, UTG.L | Data centers, global, interest rates, Property, real estate, REITs | SGP.AX UTG.L EQIX NTST HKL.L |
View | |
| 2023 Q4 | Dec 31, 2023 | Devon Alpha Fund | 6.1% | - | AIA.NZ, AUB.AX, CEN.NZ, CSL.AX, GMG.AX, GPT.AX, JHX.AX, LNW, MIN.AX, PCT.NZ, RHC.AX, SEK.AX, SFR.AX, SGP.AX, SUN.AX, THL.NZ, VGL.NZ | Australia, dividends, Mining, New Zealand, real estate, technology, Tourism | Real estate holdings provided strong contributions across multiple funds, with Goodman Group, GPT Group, Stockland, and Precinct Properties all posting significant gains. Falling bond yields provided valuation support for the real estate sector rally. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 5, 2026 | Fund Letters | Easterly - Global Real Estate Fund | Stockland | REIT - Diversified | Real Estate Operating Companies | Bear | New York Stock Exchange | Australia, Diversified Real Estate, housing market, interest rate sensitivity, Logistics, Master-Planned Communities, Residential Development, retail | 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. | ||||||||