| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Lakehouse Small Companies Fund | - | - | AD8.AX, ARB.AX, BAP.AX, CAT.AX, DHG.AX, FDV.AX, NAN.AX, OBJ.AX, PME.AX, PNI.AX, REA.AX, REX.AX, SDR.AX, TNE.AX, TYR.AX, XRO.AX | Australia, Compounding, healthcare, long-term, small caps, technology | The fund holds multiple technology companies including Catapult (sports technology), Pro Medicus (radiology imaging), Audinate (digital audio), and SiteMinder (hotel technology). These businesses demonstrate strong recurring revenue models, high retention rates, and significant growth runways in their respective markets. | RDX AU AD8 AU PME AU PNI AU CAT AU TNE AU ARB AU |
View |
| 2026 Q1 | Apr 15, 2026 | Forager Australian Shares Fund | -19.5% | -19.5% | 3673.T, 4194.T, 5038.T, AUTO.L, BVS.AX, CAR.AX, CAT.AX, CCL.AX, EML.AX, FIX, HSN.AX, IEL.AX, MAH.AX, NAN.AX, NWL.AX, PPS.AX, RDY.AX, SGE.L, TNE.AX, XRO.AX | AI, Australia, small caps, software, technology, value | 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. | ||||||||