| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 23, 2026 | WS Amati Global Innovation Fund | - | - | 005930 KS, BAS.DE, BSY, JHX, LITE, MKSI, PI, TECN SW, VU.PA, WGS | AI, Automation, defense, global, innovation, semiconductors, technology | JHX BSY TECN.SW VU.PA PI MKSI LITE 005930.KS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 20, 2026 | Fund Letters | Kayode O. Aje | Tecan Group AG | Health Care | Life Sciences Tools & Services | Bear | Swiss Exchange | Automation, Cyclicality, durability, instruments, lifesciences | View Pitch |
| Nov 28, 2025 | Fund Letters | Bob Sharpe | Tecan Group AG | Health Care | Medical Instruments & Supplies | Bull | Swiss Exchange | Automation, lifesciences, R&D, recovery, valuation | 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. | ||||||||