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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 1, 2026 | MPD Partners | 0.0% | 0.0% | ALV.DE, CS.PA, GENERALI.MI, MC.PA, ZAL.DE | insurance, portfolio, private equity, SME, software, Switzerland | LCP operates as a Swiss regulated insurance broker in social security and healthcare insurance, maintaining partnerships with major insurers including Groupe Mutuel, Generali, Allianz, and Axa. The company is rebuilding its commercial structure through broker recruitment and implementing revised commission schemes to incentivize revenue generation. MSCO is developing proprietary lead generation software using Big Data Analytics and machine learning algorithms to enhance marketing and sales outcomes for portfolio companies. The software is being tested with LCP and will serve as foundation for custom optimization algorithms across other investments. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 30, 2025 | Substack | SZEW | Zalando | Consumer Discretionary | Internet Retail | Neutral | e-commerce, economic headwinds, fashion, growth, Zalando | 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. | ||||||||