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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 13, 2026 | Devon Alpha Fund | 8.7% | 8.7% | AIA.NZ, COL.AX, CSTCF, FRE.NZ, GMG.AX, IFT NZ, JHX.AX, MQG.AX, NAB.AX, ORI.AX, SLC.AX, STO.AX, SUM.NZ, TRA.NZ, VSL.NZ | AI, Australia, Data centers, energy, Geopolitical, New Zealand, technology | View | ||
| 2025 Q3 | Nov 4, 2025 | VT Holland Advisors Equity Fund | - | - | 1211.HK, AMZN, BH, BOL.PA, CACC, CVNA, FRAS.L, GRBK, JDW.L, META, NFLX, NU, NXT.L, PDD, RYA.L, RYM.NZ, SUM.NZ, TSM, WISE.L | Compounding, Fintech, global, growth, Owner-Managers, Quality, technology, value | Fund targets companies that can compound capital at sustainably high rates, seeking businesses with huge runways of growth ahead. Manager emphasizes finding tomorrow's supernatural compounders with visionary founders who rethink their industries and have massive growth potential. | RYM NZ JET2 LN META NU WISE LN |
View |
| 2025 Q4 | Jan 12, 2026 | Devon Alpha Fund | 0.0% | 2.6% | CNI.NZ, CS.TO, FWD.AX, IFT.NZ, MET.NZ, OML.AX, SIQ.AX, SUM.NZ, VGL.NZ, WFD.AX | alpha, Australia, concentrated, Copper, infrastructure, New Zealand | Copper price continues to shift higher with structural advantages including challenges bringing new supply to market and degradation of mining grades at major mines. Global demand outlook strengthens from electric vehicles, renewable energy, digital infrastructure, and electricity grid upgrades. | 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. | ||||||||