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Greenskeeper

Dec 2024 → Sep 2026 · Publishes quarterly · 2 funds

Our archive holds 8 letters from Greenskeeper, behind 9 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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8
Letters
18
Companies
4
Moves
9
Theses

Performance

as of Sep 30, 2026 · net of fees · CAD · Class F

  • YTD
    +1.0%
  • 1Y
    +1.2%
  • 3Y · /yr
    +10.1%
  • 5Y · /yr
    +7.6%
  • 10Y · /yr
    +9.1%
  • Inception · /yr
    +9.1%
Disclaimer

These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.

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What they bought and sold · 4 moves

Companies held · 18

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

Theses · 9

  • TVA Group
    September 2026

    TVA Group is viewed as an undervalued broadcaster with a core turnaround, debt-free balance sheet, and hidden asset value from real estate and pension surplus.

    Read the full thesis
  • Intercontinental Exchange
    September 2026

    Intercontinental Exchange is seen as a resilient market infrastructure company with recurring-revenue moats and expansion into fixed-income trading through MarketAxess.

    Read the full thesis
  • Visa Inc.
    September 2026

    Visa is positioned as an indispensable payments network that can co-opt stablecoin innovation and defend its global tollbooth moat.

    Read the full thesis
  • Automatic Bank Services Limited
    September 2026

    Automatic Bank Services Limited is viewed as a near-monopoly payment infrastructure operator with pricing power and margin recovery potential after mandated investments.

    Read the full thesis
  • Compagnie Financière Richemont
    September 2026

    Compagnie Financière Richemont is viewed as a high-quality luxury jeweller with strong pricing power, heritage brands, and long-term compounding potential.

    Read the full thesis
  • Intercontinental Exchange, Inc.
    June 2026

    Intercontinental Exchange, Inc. has strong earnings growth, a defensible franchise in energy markets, and market-leading infrastructure that supports long-term compounding.

    Read the full thesis
  • Elevance Health, Inc.
    June 2026

    Elevance Health, Inc. has a strong commercial health insurance franchise, improving cost trends, and potential for an earnings recovery.

    Read the full thesis
  • Novo Nordisk
    June 2025

    Novo Nordisk is a leading insulin maker whose growth is currently driven by its GLP-1 franchise, and despite competitive pressures, its pipeline remains undervalued in a growing market.

    Read the full thesis
  • Icon PLC
    March 2025

    Icon PLC (ICLR) is a leading contract research organization that will benefit from ongoing development of new drugs and medical devices, despite current regulatory uncertainties.

    Read the full thesis

Letter archive · 8

2026

2025

2024

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