| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q2 | Jul 19, 2022 | Upslope Capital Management | 0.8% | 0.5% | ATR, BALL, BFAM, BWXT, CASY, CHG.L, DPLM.L, ENV, FCN, KOG NO, PACK, SLGN, TECN SW, TTCF, X.TO | cyclicals, defense, Defensive, Long/Short, mid cap, packaging, SPACs, value | BALL |
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| 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 |
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| 2022 Q1 | Apr 18, 2022 | Upslope Capital Management | -0.3% | - | ATR, BFAM, BWXT, CASY, CHG.L, DPLM.L, ENV, FCN, KOG.OL, MKTX, SLGN, TECN SW, X.TO | defense, Geopolitical, inflation, Long/Short, regime change, SPACs, value | SLGN CHG.L KOG.OL |
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| 2021 Q3 | Oct 18, 2021 | Upslope Capital Management | -0.2% | 0.8% | ATR, BFAM, BOWX, BWXT, CBOE, DPLM.L, DSM.AS, ENV, FCN, RBA, TECN SW, X.TO | Catalyst, defense, healthcare, Long/Short, mid cap, value | BWXT TECN.SW CBOE |
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| 2021 Q4 | Jan 19, 2022 | Upslope Capital Management | 3.4% | 4.2% | ATR, BFAM, BWXT, CASY, CBOE, DPLM.L, ENV, FCN, MKTX, TECN SW, X.TO | Defensive, Long/Short, mid cap, SPACs, value, volatility | CASY MKTX CBOE |
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| 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. | ||||||||