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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 29, 2025 | Blue Tower Asset Management | 17.7% | 27.6% | TBCG LN | Digital Banking, emerging markets, frontier markets, ROE, valuation | The commentary focuses on frontier and emerging market opportunities where governance improvements intersect with strong growth. The case study on Georgian and Uzbek banking highlights digital transformation, high ROE, and valuation dislocations. Frontier markets are framed as mispriced growth opportunities for patient investors. | View | |
| 2024 Q3 | Dec 17, 2024 | Meditation Capital | - | - | BGEO LN, HSBK LI, KSPI, TBCG LN | - | 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. | ||||||||