| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q2 | Jun 30, 2022 | Curreen Capital | -27.4% | -36.5% | ASAI.ST, GETB.L, JXN, NILB.ST, TRUE.ST, WIX.L | Europe, small caps, spinoffs, turnaround, value | WIX.L TRUEB.SS NILB.SS JXN GETB.L ASAI.SS |
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| 2022 Q1 | Mar 31, 2022 | Curreen Capital | -12.5% | - | ASAI.ST, GETB.L, JXN, NILB.ST, TRUE.ST, WIX.L | Buybacks, Capital Allocation, Europe, small caps, spinoffs, Turnarounds, value | ASAI.ST WIX.L NILB.ST JXN GETB.L |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Protean Select | Truecaller | Communication Services | Interactive Media & Services | Bull | Stockholm Stock Exchange | Caller ID, Emerging markets, Fraud Protection, India, Insurance, Mobile Apps, monetization, subscription model, technology | View Pitch |
| Apr 13, 2026 | Fund Letters | Protean Funds | Truecaller | Communication Services | Interactive Media & Services | Bull | Stockholm Stock Exchange | Caller ID, Fraud Insurance, India, Mobile Technology, monetization, premium services, Software, subscription model | 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. | ||||||||