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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 23, 2026 | Olesen Value Fund | 0.0% | 0.0% | JPM, MN, VTU.L | contrarian, global, Long-only, Micro Cap, small caps, value | Fund focuses on bottom-up fundamental value investing inspired by Warren Buffett, seeking good proven businesses with strong balance sheets trading below intrinsic value. Manager looks for securities that are out of favor for non-rational reasons or neglected by Wall Street due to low liquidity or small size. Primary focus on neglected micro and small cap securities where low liquidity leads to few large or qualified competitors. Lack of sophisticated investor following sometimes creates large over- or undervaluation relative to intrinsic business value, providing systemic opportunities for nimble professional investors. | VTU LN JPM MN |
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| 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. | ||||||||