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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | SVN Capital Fund | - | 6.3% | BAJFINANCE.NS, CPRT, DNP.WA, IAA, KINSALE, KKR, RBA, TRIVENI.NS | Alternative Asset Managers, Auto Insurance, Concentration, Energy Transition, India, Owner-Operated, tariffs | Liberation Day tariffs created market volatility with S&P falling 20% and NASDAQ dropping 23%. Manager discusses offsetting forces on portfolio companies like Copart, where tariffs could both increase and decrease total loss frequency. Impact remains uncertain and Delphic to quantify. | TRIVENI.NS DNP.WA KKR CPRT TRIV IN DNOPY CPRT KKR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | SVN Capital Fund | Triveni Turbine Limited | Industrials | Industrial Machinery | Bull | National Stock Exchange of India | aftermarket services, debt-free, energy efficiency, Equity, Export Sales, India, industrial machinery, Owner-Operated, Sawhney Family, Steam 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. | ||||||||