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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Apis Deep Value Fund | 1.4% | 8.5% | HNRG, PLUG, RCAT, SONO.SW, TLN, TPB | energy, global, Japan, Korea, Long/Short, small caps, technology, value | Indiana is a key hub of data center activity, which could further drive power demand and prices upwards for Hallador Energy. Talen Energy owns nuclear power capacity in a region poised for significant power price increases driven by rising demand from data centers, and already secured a contract with Amazon to supply power to a data center campus at prices 50% above the forward curve. | SOON.SW PLUG 2238.HK TPB TLN RCAT 4046.T 267270.KS HNRG |
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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. | ||||||||