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Seafarer Overseas Value Fund's investment thesis on Samsung SDI Co., Ltd. ($006400.KS) — Q1 2026 | Buyside Digest

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$006400.KSNASDAQSamsung SDI Co., Ltd.

BULL

Seafarer Overseas Value Fund—006400.KS

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$548000.00USD

+0.0% vs last month

$438500.00Pitched

+25.0% since pitch

Market Cap$33.60T

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

A South Korean battery manufacturer and the fund's primary quarterly contributor, Samsung SDI announced plans to divest an $8 billion non-core display stake. This capital will...

— Brent Clayton

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