| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 22, 2025 | Shelton Emerging Markets Fund | 11.1% | - | 1093 HK, IGTI11 BZ, JD, WIT | demographics, diversification, emerging markets, growth, stock selection | The commentary highlights emerging markets growth driven by improving fundamentals, favorable demographics, and selective country exposure. Management emphasizes bottom-up stock selection over macro forecasting. Volatility is framed as inherent but manageable through diversification. | JD WIT IGTI11 BZ 1093 HK |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Derek Izuel | Wipro Limited | Information Technology | IT Services | Bear | New York Stock Exchange | Demand, Execution, Itservices, Margins, Outsourcing | 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. | ||||||||