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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 8, 2025 | GreenWood Investors | - | - | C7T GR, LDO IM, MEIP, UHR SW | active ownership, alignment, Governance, Ownership, value creation | The commentary highlights active ownership as a core driver of value creation through governance, strategy, and capital allocation improvements. Management emphasizes partnering with high-integrity leaders to unlock long-duration growth. Board involvement and alignment with management are positioned as competitive advantages. | UHR SW |
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| 2025 Q3 | Oct 14, 2025 | Pzena Investment Management | - | - | 2579 JP, BAX, CHTR, LKQ, PFE, SCS, SHEKK NA, SPB, TEP FP, UHR SW, WIZZ LN | Artificial Intelligence, cyclicals, Global Equities, small caps, value | Pzena argues that small caps trade at historic lows versus large caps and are poised for multi-year outperformance. The firm views AI-driven market dislocations as openings for active value investing, focusing on normalized earnings rather than hype. The letter emphasizes select opportunities in healthcare, industrials, and global cyclicals. | WIZZ SPB TPN BAX |
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| 2025 Q3 | Oct 1, 2025 | East72 Dynasty Trust | 1.6% | - | BOL FP, DGL AU, EXO NA, MANU, UHR SW | energy, Holding Companies, Luxury, tariffs, value | The letter focuses on controlled companies trading at large discounts to intrinsic value. Capital allocation decisions by controlling shareholders are critical to long-term outcomes. Patience is required as value realization often lags fundamentals. | UHR SW |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 30, 2026 | Fund Letters | Steven Wood | Swatch Group AG | Consumer Discretionary | Luxury Goods | Bull | Swiss Exchange | balance sheet, brands, Governance, Luxury, turnaround | View Pitch |
| Jan 28, 2026 | Fund Letters | Samuel Ziff | Swatch Group AG | Consumer Discretionary | Luxury Goods | Bull | Swiss Exchange | assets, Luxury, Operatingleverage, recovery, Valuereserve | View Pitch |
| Dec 6, 2025 | Fund Letters | Steven Wood | The Swatch Group AG | Consumer Discretionary | Luxury Goods | Bull | Swiss Exchange | Brand Equity, Governance, Luxury, turnaround, Watches | View Pitch |
| Nov 29, 2025 | Fund Letters | Andrew Brown | Swatch Group AG | Consumer Discretionary | Apparel, Accessories & Luxury Goods | Bull | Swiss Exchange | buybacks, China recovery, Gross margin, Luxury, operating leverage, Real Estate, valuation | 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. | ||||||||