Goodhart Partners
Goodhart Partners Global Future Leaders Fund
Global
Mar 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Goodhart Partners for every strategy.
What it bought and sold
We wrote last quarter that we had increased our position following meetings with management, sensing the fundamentals were closer to turning than the share price implied.
Alongside Soitec and ASML, we have built new positions in ACM Research and ams-OSRAM this quarter, adding to our existing holding in PDF Solutions since launch.
Alongside Soitec and ASML, we have built new positions in ACM Research and ams-OSRAM this quarter, adding to our existing holding in PDF Solutions since launch.
Also held
Its investment theses
- ACM ResearchJun 2026ACM Research is held as a mid-cap semiconductor value-chain business with idiosyncratic drivers and less dependence on the semiconductor capex cycle.
- ams-OSRAMJun 2026ams-OSRAM is viewed as a mid-cap semiconductor value-chain business with idiosyncratic drivers and resilience to the broader capex cycle.