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Financials
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 |
Hotchkis & Wiley Large Cap Fundamental Value George Davis
|
View | Healthcare, Energy, Value, Financials, Software | AIG, APA, C, CMCSA, CRM, CRWD, CVS, ERIC, FDX, FFIV, FISV, GM, NFLX, PLTR, UNH, WBD, WDAY, WPP | banks, energy, financials, healthcare, large cap, software, valuation, value |
| 2025 Q4 | Jan 7, 2026 |
ITUS Capital Fundamental Value Fund Naveen Chandramohan
|
View | Healthcare, Financials, Consumer, Mining | CUB.NS, DRREDDY.NS, EICHERMOT.NS, ERIS.NS, HDFCAMC.NS, HDFCBANK.NS, HDFCLIFE.NS, HINDCOPPER.NS, HINDZINC.NS, ICICIBANK.NS, ICICIGI.NS, NAVINFLUOR.NS, PAYTM.NS, PBFINTECH.NS, PIRAMALP.NS, SBIN.NS, SRF.NS, SWIGGY.NS, TITAN.NS, VEDL.NS | Bottom Up, earnings, growth, healthcare, India, Mining, Multi Cap, selectivity |
| 2025 Q4 | Jan 18, 2026 |
Dodge & Cox Stock Fund David Hoeft
|
View | Value, Financials | AON, AVTR, BAC, BK, BN, CHTR, CMCSA, CVS, FDX, FI, GILD, GOOGL, GSK, JCI, MET, MSFT, OXY, REGN, RTX, SCHW, TSM, WFC, WTW | contrarian, financials, industrials, technology, valuation, value |
| 2025 Q4 | Feb 12, 2026 |
Bretton Fund Stephen Dodson
|
View | AI, Financials, Consumer, Homebuilders | AXP, AZO, BAC, BRK-B, DFH, EXP, GOOGL, JPM, MA, MCO, MSFT, NVR, PGR, ROST, RVTY, SPGI, TJX, UNH, UNP, V | AI, Banking, consumer, financials, Housing, technology, value |
| 2025 Q4 | Jan 11, 2026 |
Thornburg Global Opportunities Fund Brian McMahon
|
View | Energy, Semiconductors, Financials, E-commerce, Trade Policy | 0027.HK, 005930.KS, 0700.HK, 300750.SZ, BABA, BIRG.L, BNP.PA, C, CACI, COF, FCX, GOOGL, LLY, META, NN.AS, ORA.PA, RELIANCE.NS, SAP.DE, SCHW, SHEL, T, TSCO.L, TSM, TTE | Digital Economy, financials, global, growth, semiconductors, technology, Trade Policy, value |
| 2025 Q4 | Jan 18, 2026 |
T. Bailey UK Responsibly Invested Equity Fund Elliot Farley
|
View | Financials | AZN.L, BYTS.L, CKN.L, EXPN.L, HIK.L, HLMA.L, IMI.L, ITRK.L, LLOY.L, MAN.L, MNDI.L, NWG.L, ORCL, ROR.L, TSCO.L | Banking, Esg, financials, Responsible Investing, UK Equities |
| 2025 Q4 | Jan 12, 2026 |
QV Investors Inc. Mathew Hermary
|
View | AI, Commodities, Gold, Value, Financials | 005930.KS, 0700.HK, BABA, CAT, CNI, DG, FTT.TO, GOOGL, MU, NVDA, TPZ.TO, UNP | AI, commodities, Dollar, financials, gold, international, Market Concentration, value |
| 2025 Q4 | Jan 22, 2026 |
Mondrian Global Equity Fund Aileen Gan
|
View | AI, Value, Financials | 005930.KS, CAP.PA, GOOGL, MSFT, ORCL | AI, banks, Currency, Europe, financials, Global Equities, value |
| 2025 Q4 | Jan 13, 2026 |
GoodHaven Capital Management Larry Pitkowsky
|
View | Financials, Oil, Homebuilders, Advertising | BAC, BLDR, BRK-B, DVN, EXOR.MI, GOOG, JEF, LEN.B, TVK.TO, VNOM | concentrated, energy, financials, Housing, Quality, technology, value |
| 2025 Q4 | Jan 26, 2026 |
Davis Opportunity Fund Chris Davis
|
View | Healthcare, Energy, Active Management, Financials, Technology | AMAT, AMZN, COF, CTRA, CVS, DGX, GOOGL, META, MKL, SOLV, TECK, UNH, USB, VTRS, WCC | active management, energy, financials, healthcare, Outperformance, selectivity, technology, valuation |
| 2025 Q4 | Jan 14, 2026 |
Hardman Johnston Global Equity Cassandra A. Hardman
|
View | AI, Financials, Nuclear, Data Centers, Beauty, Defense Spending | 6501.T, AMZN, BAC, C, CCO, CTVA, EL, ELAN, GOOGL, HDFCBANK.NS, LLY, MELI, META, PRX.AS, RHM.DE, STAN.L, TMUS, UBER, VRT, VRTX | AI, banks, Data centers, defense, financials, global, nuclear, technology |
| 2025 Q3 | Oct 29, 2025 |
Hurdle Rate Tristan Waine
|
View | Financials, Industrials, Small Caps | - | Consolidation, financials, industrials, profitability, small caps |
| 2025 Q3 | Oct 20, 2025 |
Sands Capital Emerging Markets Growth Fund Frank M. Sands
|
View | AI, Financials, Consumer | 000660 KS, 005930 KS, 6862 CH, BBCA IJ, BHARTI IN, CATL, DNOPY, GLOB, HDFCB IN, MELI, NU, RIGD LN, SE, TCEHY, TSM | Artificial Intelligence, E-Commerce, emerging markets, Fintech, semiconductors |
| 2025 Q3 | Oct 14, 2025 |
Harding Loevner International Equity Maria Lernerman
|
View | Financials, Quality Investing, Growth Stocks | 2413 JP, CATL, NESN SW, TSM | financials, growth, healthcare, Quality, technology |
| 2025 Q3 | Oct 28, 2025 |
The London Company Large Cap Brian Campbell
|
View | AI, Financials, Quality | BRKR, EQH, FI, GOOG, NEU, ODFL, PGR, TEL | Artificial Intelligence, earnings, financials, Quality Investing, value |
| 2025 Q3 | Oct 19, 2025 |
American Century Small Cap Value Fund Rajesh Gandhi
|
View | Financials, Consumer, Small Caps | ACGL, ASH, AXS, BBWI, VC | consumer, financials, industrials, small caps, Value Investing |
| 2025 Q3 | Oct 7, 2025 |
Kernow Asset Management Alyx Wood
|
View | Energy, Value, Financials, Contrarian, UK | - | contrarian, energy, financials, UK Equities, Value Investing |
| 2025 Q3 | Oct 20, 2025 |
Touchstone Sands Capital International Growth Equity Fund Frank M. Sands
|
View | Healthcare, Financials, E-commerce | 6098 JP, ADYEN NA, ARGX, CSU CN, EVD GR, GALD SW, HEX NO, III LN, MELI, NU, PDRB, SE, SHOP, SIKASW, TSM | Artificial Intelligence, E-Commerce, financials, Global Growth, healthcare |
| 2025 Q3 | Oct 14, 2025 |
Dodge & Cox Stock Fund David Hoeft
|
View | Value, Financials | - | earnings, equities, financials, valuation, Value Investing |
| 2025 Q3 | Oct 31, 2025 |
GoodHaven Capital Management Larry Pitkowsky
|
View | Energy, Financials, Quality, Housing | - | banks, Building Products, Digital Advertising, free cash flow, insurance |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford – International Alpha Chris Davies
|
View | AI, Financials, Industrials | DB1 GR, DSV DC, SEB, TCEHY, UOB SP | Artificial Intelligence, Asia, emerging markets, financials, industrials |
| 2025 Q3 | Oct 10, 2025 |
Thornburg International Equity Fund Lei Wang
|
View | AI, Semiconductors, Financials, International, Japan | - | Artificial Intelligence, financials, International Equities, Japan, semiconductors |
| 2025 Q3 | Oct 20, 2025 |
Invesco Small Cap Value Fund Jonathan Edwards
|
View | Energy, Financials, Industrials | AL, COHR, DAVA, EPAM, GLOB, LITE, MOH, MP, SAIA | energy, financials, industrials, small caps, Value Investing |
| 2025 Q3 | Oct 16, 2025 |
Polaris International Equity Bernard Horn
|
View | AI, Financials | 8002 JP, 8306 JP, BARN SW, LUN CN, VIPS | Artificial Intelligence, Europe, financials, industrials, semiconductors |
| 2025 Q3 | Sep 30, 2025 |
Langdon Global Smaller Companies Greg Dean
|
View | Financials | 6532 JP, DOC AV, ROSE LN, YETI | Aviation, ConsumerBrands, DigitalTransformation, Industrial, insurance |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford -Global Alpha Michael Taylor
|
View | AI, Healthcare, Financials | 0XXT LN, BHP AU, COIN, EDEN FP, ENSG, ENTG, GMAB DC, MEDP, MSCI, NVO, SHOP, UNH | Artificial Intelligence, Digital Platforms, Global Growth, Healthcare Innovation, semiconductors |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Fund William C. Nygren
|
View | AI, Energy, Value, Financials, Industrials | CNC, GOOG, TRGP, UNP | Artificial Intelligence, energy, financials, industrials, Value Investing |
| 2025 Q3 | Oct 21, 2025 |
Hardman Johnston Global Equity Cassandra A. Hardman
|
View | AI, Semiconductors, Financials | BSX, CBK GR, CTVA, IFX GR, PRX NA, PRY IM, STAN LN, STMPA FP, TEAM, TSM, VRTX | AI, Europe, financials, Global Equities, semiconductors |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments Income-Equity Strategies Adam Fackler
|
View | AI, Dividends, Financials | ABBV, BK, C, CAG, CMCSA, COP, ELS, EMN, GSK, HRL, JNJ, ORI, PAYX, TTE, TXN | AI, cash flow, dividends, financials, value |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford -International All Cap Alex Summers
|
View | AI, Healthcare, Financials | - | Artificial Intelligence, Diagnostics, financials, healthcare, semiconductors |
| 2025 Q3 | Oct 12, 2025 |
Ashva Capital Management Ankur Shah
|
View | Financials, Compounding, Streaming | DIS, HOOD, XLF | Compounding, financials, Fintech, Patience, Streaming |
| 2025 Q3 | Oct 24, 2025 |
Pzena US Focused Value Strategy Daniel L. Babkes
|
View | Financials, Industrials | C, PPG | cyclicals, financials, Health Care, industrials, value |
| 2025 Q3 | Oct 19, 2025 |
Artisan International Fund Mark L. Yockey
|
View | Defense, Financials, Electrification | 079550 KS, 300750 CH, A012450 KS, BABA, CRH, GALD SW, TCEHY, UCB | aerospace, defense, Electrification, Energy Storage, financials |
| 2025 Q2 | Jun 30, 2025 |
Oakmark International Fund David G. Herro
|
View | Financials, Technology, Industrials | - | financials, industrials, technology, value |
| 2025 Q2 | Jun 30, 2025 |
Oakmark Select Fund Tony Coniaris
|
View | Healthcare, Financials, Technology | - | financials, healthcare, technology, value |
| 2025 Q2 | Jun 30, 2025 |
Oakmark Global Fund David G. Herro
|
View | Financials, Consumer, Industrials | - | consumer, financials, industrials, value |
| 2023 Q4 | Dec 31, 2023 |
Latitude Global Fund Freddie Lait
|
View | Energy, Financials | AAP, AI FP, AZO, DEO, GOOG, MCK, SONY, TSCO, WEC | ConsumerStaples, emergingmarkets, EnergyTransition, financials, OilGas |