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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 20, 2025 | Olesen Value Fund | 11.7% | -2.8% | CAMB.L, JPM, MN, VTU.L | contrarian, Fundamental, Long-only, small caps, value | Fund focuses on bottom-up fundamental value investing inspired by Warren Buffett, seeking good businesses with strong balance sheets trading below intrinsic value. Emphasizes buying securities that are out of favor for non-rational reasons or neglected by Wall Street due to size constraints. | VTU LN JPM MN |
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| 2025 Q3 | Oct 29, 2025 | Olesen Value Fund | - | -1.6% | CAMB.L, JPM, MN, VTU.L | concentrated, contrarian, global, Long-only, small caps, value | Bottom-up fundamental value investing philosophy inspired by Warren Buffett, focusing on good businesses with strong balance sheets trading below intrinsic value. Seeks to profit from market overreactions and non-rational factors that create temporary mispricings. | VTU LN |
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| 2023 Q4 | Jan 5, 2024 | Ennismore European Smaller Companies Fund | - | 2.1% | COST.L, CXS.L, EVS.BR, IGG.L, MOL.MI, STO3.DE, ULP.L, VTU.L | Europe, Long/Short, small caps, software, technology, value | Celebrus Technologies represents a key software investment with data capture and fraud detection capabilities. The company has transformed from partner-led to direct sales model, increasing recurring revenues from £4.8m to £17m, with new applications including fraud detection and analytics driving growth potential. | View | |
| 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. | ||||||||