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Europe
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 8, 2026 |
Advisory Research – Global Select Dividend Adam Steffanus
|
View | AI, Inflation, Oil, Nuclear, Europe, Deregulation | IEV, SPY | AI, Deregulation, Europe, Fiscal, global, inflation, nuclear, oil |
| 2025 Q4 | Jan 30, 2026 |
Star Magnolia Capital Limited Shinya Deguchi
|
View | Long-term Investing, Asia, Europe, Relationship Management | 0700.HK, BRK-A, CVNA, KMX, SPY | Asia, Compounding, Europe, Geographic Diversification, long-term, manager selection, Relationships |
| 2025 Q4 | Jan 21, 2026 |
Smead International Value Fund Cole Smead
|
View | Value, Oil, Europe | BARC.L, BAWG.VI, BKT.MC, CVE.TO, GLEN.L, OXY, PNDORA.CO, ROG.SW, SCR.TO, TGA.JO, TVE.TO, UCG.MI, WFG.TO | banks, energy, Europe, oil, value |
| 2025 Q4 | Jan 26, 2026 |
Cambiar International Equity Fund Brian M. Barish
|
View | AI, Value, Europe | DEO, KYGA.L, LSEG.L, SW, TSM | AI, Currency, Europe, financials, international, semiconductors, staples, value |
| 2025 Q3 | Oct 7, 2025 |
Ennismore European Smaller Companies Fund Margaret Webb
|
View | Value, Industrials, Small Caps, Compounding, Europe | HWDN LN | Compounding, Europe, industrials, small caps, Value Investing |
| 2025 Q3 | Oct 19, 2025 |
American Century International Growth Fund Rajesh Gandhi
|
View | AI, Emerging markets, Europe | - | AI, Cloud Computing, emerging markets, Europe, infrastructure |
| 2025 Q3 | Oct 3, 2025 |
Ameliora Wealth Management Andreas Gilgen
|
View | AI, Gold, Defense, Inflation, Europe | - | AI, defense, Europe, gold, inflation |
| 2025 Q3 | Oct 21, 2025 |
Third Avenue Real Estate Value Fund Jason Wolf
|
View | Europe, Housing, Hospitality | AC FP, SKY, UTG LN | Affordable Housing, Discount Valuation, Hotel Franchising, Structural Shift, UK Real Estate |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Fund- International Small Cap David G. Herro
|
View | Value, Quality, Industrials, Japan, Europe | 1128 HK, 4613 JP, 6951 JP, 6960 JP, AMP IM, AMV0 GR, ATE FP, RBG FP | Europe, industrials, Japan, Quality, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Hertford Capital Marc-Lennart Bräutigam
|
View | AI, Value, Software, Europe, Governance | AOF GR, KSB GR, LSL LN, MAB1 LN, MOL IM, PLNW FP, WOSG LN | Artificial Intelligence, Capital Allocation, Europe, software, Value Investing |
| 2025 Q2 | Jun 30, 2025 |
BESTINVER GESTIÓN, S.A., S.G.I.I.C. Tomás Pintó
|
View | Industrials, Europe, Recovery | - | Cyclical Recovery, European Industrials, fiscal stimulus, Intrinsic Value, margin expansion |
| 2025 Q1 | Mar 31, 2025 |
Mondrian Global Equity Fund Aileen Gan
|
View | Europe | - | diversification, Europe, Fiscal, geopolitics, valuation |
| 2025 Q1 | Mar 31, 2025 |
International Equity Value Opportunities Aileen Gan
|
View | Europe | - | energy, Europe, Fiscal, geopolitics, valuation |
| 2025 Q1 | Mar 31, 2025 |
BESTINVER GESTIÓN, S.A., S.G.I.I.C. Tomás Pintó
|
View | Value, Europe, Repricing | - | Capital Expenditure, Earnings Normalization, European Equities, valuation re-rating, Value Investing |