| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 9, 2025 | Sandon Capital | - | - | COG.AX, CYG.AX, FWD.AX, GDC.AX, WLD.AX | Activist, Australia, Governance, small caps, value | The fund takes active roles in proposing changes in corporate governance, capital management, strategic and operational issues, and management arrangements. Recent examples include board changes at COG Financial Services and leadership transitions at Coventry Group. | View |
| 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. | ||||||||