| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | SVN Capital Fund | - | 6.3% | BAF IN, CPRT, DNOPY, KKR, TRIV IN | Compounding, earnings visibility, growth, innovation, long-term | The fund focuses on durable growth companies benefiting from secular demand rather than cyclical rebounds. Earnings visibility and reinvestment opportunities underpin long-term compounding. Market volatility is viewed as an opportunity to add to high-conviction positions. | TRIV IN DNOPY CPRT KKR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | Shreekkanth Viswanathan | Triveni Turbine Limited | Industrials | Industrial Machinery | Bull | New York Stock Exchange | backlog, Exports, Industrial, ROIC, Turbines | View Pitch |
| Jan 8, 2026 | Fund Letters | Shreekkanth Viswanathan | Triveni Turbine Limited | Industrials | Industrial Machinery & Supplies & Components | Bull | New York Stock Exchange | aftermarket, CapEx, duopoly, efficiency, Exports, Governance, Netcash, Orderbook, Roce, Turbines | 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. | ||||||||