| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Ganes Focused Value Fund | 7.5% | - | ALU.AX, APE.AX, ARB.AX, AUB.AX, CBA.AX, COH.AX, DDR.AX, FID.AX, LOV.AX, MFF.AX, NHC.AX, PSI.AX, PWH.AX, RDX.AX, REH.AX, SMP.NZ | Australia, Automotive, retail, takeovers, value, volatility | The fund experienced extreme volatility with four top 10 holdings falling more than 50% during the year, which is highly unusual when the broader market delivered positive returns. The manager views this volatility as advantageous for long-term returns, noting that having some investors willing to pay optimistic prices and others selling at depressed prices can benefit patient investors. | FID.AX PWH AU SPY NZ APE AU LOV AU FID 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. | ||||||||