| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 15, 2026 | AVI Worldwide Opportunities Fund | 8.1% | 7.0% | AERI.L, BSIF.L, CGEO.L, GRID.L, HOME.L, HVPE.L, OCI.L, PEY.L, PIN.L, SSIT.L | activism, Closed-End Funds, Discounts, Energy Storage, M&A, private equity, Renewables, United Kingdom | PEY.L CGEO.L PIN.L BSIF.L SSIT.L GRID.L |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Fund Letters | AVI Worldwide Opportunities Fund | Seraphim Space | Other | Asset Management & Custody Banks | Bull | London Stock Exchange | Defense, discount to NAV, private equity, SAR Technology, Satellites, Space Technology, Trading Opportunity, Volatility | 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. | ||||||||