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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 4, 2024 | Ennismore European Smaller Companies Fund | - | 3.0% | ASLI.L, CBOX.L, COST.L, EVS.BR, IGG.L, MUTU.MI, SDG.L, STHR.L, STO3.DE | Absolute return, Europe, Long/Short, small caps, special situations | The fund invested in abrdn European Logistics Income PLC, a closed-end fund owning 25 mid-box logistics sites across Europe with concentration in Spain and Netherlands. The investment thesis centers on the wind-down strategy eliminating the 22% discount to NAV by selling properties and returning cash to shareholders. The manager expects 30% upside to December 2025 driven by structural growth in e-commerce demand for logistics sites. | ASLI.L |
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| 2024 Q3 | Oct 8, 2024 | Ennismore European Smaller Companies Fund | - | 0.2% | COST.L, DWNI.DE, EVS.BR, IGG.L, MOL.MI, STHR.L, STO.DE, VIB.DE, VID.L, VNA.DE | Absolute return, Europe, Long/Short, real estate, small caps, value | Deutsche Wohnen represents a significant opportunity as the dominant residential landlord in Berlin trading at a 40% discount to NAV. Vonovia's domination agreement provides confidence for a final buyout at significantly higher prices within the next few years. | DWNI.DE |
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| 2024 Q4 | Jan 20, 2025 | T. Bailey Global Thematic Equity Fund | 0.3% | - | AZN, BEZ.L, BYIT.L, CKN.L, EXPN.L, FOUR.L, HIK.L, HILS.L, HLMA.L, IMI.L, ITRK.L, MGAM.L, MGNS.L, OGN.L, PETS.L, ROR.L, STHR.L, SXS.L, TSCO.L, XPS.L | AI, diversification, gold, Multi-Asset, REITs, Uk | The fund holds exposure to artificial intelligence through Polar Capital Artificial Intelligence fund, which recovered after a challenging prior quarter. The manager continues to monitor the Magnificent 7's ability to effectively capitalise on AI technology to generate meaningful returns. AI benefits are expanding into other sectors like Healthcare, Insurance, and Industrials. | View | |
| 2024 Q4 | Jan 20, 2025 | T. Bailey Multi-Asset Dynamic Fund | -1.4% | - | AZN, BEZ.L, BYIT.L, CKN.L, EXPN.L, FOUR.L, HIK.L, HILS.L, HLMA.L, IMI.L, ITRK.L, MGAM.L, MGNS.L, OGN.L, PETS.L, ROR.L, STHR.L, SXS.L, TSCO.L, XPS.L | AI, diversification, gold, Multi-Asset, REITs, thematic, UK Equities, value | The fund maintains exposure to AI through Polar Capital Artificial Intelligence Fund, which recovered after a challenging prior quarter. The manager sees AI benefits expanding into other sectors like Healthcare, Insurance, and Industrials as earnings broaden out. | View |
| 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. | ||||||||