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Ganes

Dec 2024 → Sep 2026 · 3 funds

Our archive holds 6 letters from Ganes, behind 6 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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6
Letters
12
Companies
2
Moves
6
Theses

2 strategies

Ganes publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

Also filed under Ganes.

What they bought and sold · 2 moves

Companies held · 12

Every company Ganes has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 6

  • PWR Holdings
    September 2026

    PWR Holdings benefits from recovering operations, strong growth in motorsports and aerospace, and an attractive recurring MRO opportunity with long-term expansion potential.

    Read the full thesis
  • Bravura Solutions
    September 2026

    Bravura Solutions is improving profitability through cost reductions and is positioning for its next phase with new leadership, AIM listing, and potential acquisitions.

    Read the full thesis
  • Lovisa
    September 2026

    Lovisa is a high-return international retailer with strong growth, rising margins, and the ability to expand without shareholder capital.

    Read the full thesis
  • Lovisa Holdings Limited
    March 2026

    Lovisa Holdings Limited is expanding internationally with strong revenue and profit growth while investor concerns over Jewells losses may be short-term, supported by founders' track record and insider buying.

    Read the full thesis
  • AUB Group Limited
    March 2026

    AUB Group Limited reported profit and dividend growth, benefits from complex-risk brokerage and a high-margin Bizcover platform, continues UK acquisitions, and appears undervalued after AI-driven fears.

    Read the full thesis
  • Fiducian Group
    June 2025

    Fiducian Group is a successful capital-light financial services business with a strong organic growth model, significant profit increases, and a long track record of shareholder value, highlighted by a recent 26% profit rise and a 20% dividend increase.

    Read the full thesis

Letter archive · 6

2026

2025

2024

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