| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 26, 2023 | TGV Compound Fund | 0.0% | 6.9% | BNTX, GOOGL, PYPL, SLTD.DE, TUG.DE | Biotechnology, long-term, payments, semiconductors, technology | Manager discusses artificial intelligence as both opportunity and risk. Notes AI and ChatGPT hitting media headlines, with Alphabet missing out on AI initially but now seeing it as opportunity. Emphasizes AI's transformative potential while acknowledging associated risks. | 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. | ||||||||