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Dividend
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 8, 2025 |
Orbis International Equity Timo Smuts
|
View | Value, Asia, Consumption, Reform, Dividend | - | Asia, consumption, Corporate Reform, Dividend, value |
| 2024 Q4 | Mar 31, 2024 |
Caledonia Investment Geordie Cox
|
View | Diversification, Dividend, PrivateEquity | - | Capital Allocation, Dividend Discipline, global diversification, Long-Term Investing, Private Equity Portfolio |