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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Forager International Shares Fund | 17.6% | 14.1% | 3769 JP, 4194 CN, 4733 JP, APG, CROX, FIX, FLUT, GLEN LN, JD/ LN, MTX GR, PSI CN, TKO, WISE LN, ZETA | contrarian, fundamentals, global value, valuation gaps, volatility | The commentary highlights global value opportunities outside crowded U.S. markets, with an emphasis on idiosyncratic situations and underfollowed companies. Management stresses patience and fundamental analysis as key to exploiting valuation gaps. Market volatility is viewed as a tailwind for disciplined value investors. | ZETA APG TKO FLUT MTX GR FIX WISE LN 4194 CN 4733 JP 3769 JP PSI CN |
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| 2025 Q2 | Jul 15, 2025 | Canopy Investors | 9.4% | - | 4194 JP, DOL, EDEN FP, HEI, ICLR, WISE LN | Capital Allocation, Compounding, growth, Management Quality, Patience | The commentary emphasizes long-term compounding through ownership of exceptional businesses. Management focuses on capital allocation, reinvestment, and management quality. Short-term noise is de-emphasized. | EDEN FP DOL CN ICLR 4194 JP HEI WISE |
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| 2024 Q4 | Dec 31, 2024 | Baron FinTech Fund | 5.2% | 22.9% | ACGL, APO, HOOD, IBKR, LPLA, MELI, NU, WISE LN | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Brown Capital Management International All Company Fund | -6.6% | -0.6% | 0268 HK, 1IG GR, 3064 JP, AFX GR, CAMT, DSG CN, GIVN SW, NVO, RAA GR, SHOP, TEAM, WISE LN | - | View | ||
| 2024 Q4 | Dec 4, 2025 | Saga Partners | - | 112.2% | AMZN, BRK/A, CVNA, ROKU, TRUP, TTD, WISE LN, WMT | - | View | ||
| 2025 Q3 | Nov 4, 2025 | VT Holland Advisors Equity Fund | - | - | JET2 LN, META, NED SJ, NFLX, WISE LN | Competitive Advantage, compounders, disruption, Long-Term Investing, Owner-Managers | The fund continues its philosophy of investing in owner-managed compounders with sustainable competitive advantages. Its focus remains on businesses capable of long-term capital compounding through reinvestment, strong management, and disruptive innovation. Holdings such as Wise, Nubank, and Jet2 exemplify the strategys emphasis on scale economies, capital efficiency, and visionary leadership. | RYM NZ JET2 LN META NU WISE LN |
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| 2025 Q3 | Oct 24, 2025 | Diamond Hill International | 6.5% | 23.6% | BABA, HDB, HIK LN, ITUB4 BZ, KRN GR, SGX SP, TSM, WISE LN | AI, emerging markets, gold, Governance, Japan | The fund benefited from Asia-led gains and emphasizes opportunities in Japans governance reforms, AI-linked semiconductors, and select emerging market banks. Managers added exposure to gold producers as a hedge against political risk and inflation. They maintain focus on intrinsic value and capital discipline amid shifting trade and tariff dynamics. | HIK FRAN TSM |
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| 2024 Q3 | Oct 14, 2024 | Ennismore Global Equity Fund | 0.8% | 5.8% | 9404 JP, ADM LN, ASCL LN, AUTO LN, BCG LN, DIE BB, FLUT, NNI, PM, RYA ID, TGS NO, WISE LN | - | View | ||
| 2025 Q3 | Oct 10, 2025 | Ennismore Global Equity Fund | 0.9% | 8.4% | CRDA LN, CSU CN, GRGD CN, WISE LN | commodities, cyclicals, Mean reversion, Shorting, valuation | Ennismore stresses that elevated equity valuations and crowded long positions create asymmetric short opportunities. The fund focuses on companies over-earning due to temporary commodity tailwinds and identifies potential mean-reversion setups across cyclicals. | WISE LN |
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| 2024 Q4 | Jan 8, 2025 | Kernow Asset Management | 8.0% | 23.0% | WISE LN | - | View | ||
| 2024 Q4 | Jan 8, 2025 | Longriver Investment Partners | 2.5% | 26.0% | COST, WISE LN | - | View | ||
| 2024 Q2 | Jul 30, 2024 | Meditation Capital | - | - | CABP LN, PDD, WISE LN | - | View | ||
| 2024 Q2 | Jul 15, 2024 | Colebrooke Partners | 0.0% | 0.8% | ATG LN, LIT LN, MRL LN, NAH LN, WISE LN, WOSG LN | - | View | ||
| 2025 Q1 | Apr 22, 2025 | Asheville Capital Management | -3.0% | -3.0% | 4480 JP, WISE LN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 28, 2026 | Fund Letters | Margaret Webb | Wise plc | Financials | Transaction & Payment Processing Services | Bull | New York Stock Exchange | banking, Global, Money, payment processing, platform | View Pitch |
| Jan 16, 2026 | Fund Letters | Graham Rhodes | Wise plc | Financials | Transaction & Payment Processing Services | Bull | New York Stock Exchange | Compliance, compounding, Crossborder, Fintech, Payments, Platforms | View Pitch |
| Dec 6, 2025 | Fund Letters | Steve Johnson | Wise plc | Other | - | Bull | NYSE | Digital, Fintech, Listings, Margins, Payments | View Pitch |
| Nov 29, 2025 | Fund Letters | Andrew Hollingworth | Wise Plc. | Other | Fintech | Bull | NYSE | disruption, Fintech, FX, growth, Payments, Reinvestment, ROIC, scale | View Pitch |
| Nov 29, 2025 | Fund Letters | Alyx Wood | Wise plc | Other | Financial Technology | Bull | NYSE | expansion, Fintech, growth, Payments, profitability, Scalability, UK, valuation | View Pitch |
| Nov 29, 2025 | Fund Letters | Margaret Webb | Wise plc | Other | Financial Technology | Bull | NYSE | Cross-Border, Fintech, network effects, Payments, platform, Regulation, Scalability | 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. | ||||||||