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Global Markets
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 15, 2025 |
Ariel Global Fund Rupal J. Bhansali
|
View | AI, Value, Global Markets | 009150 KS, 3436 JP, 425 HK, 6460 JP, 6981 JP, BTA LN, FDX, FME GR, FSLR, HUM, INFA, INTC, MTB, PUB FP, ROG SW, SYNSY | Artificial Intelligence, diversification, Edge computing, Global Equities, Value Investing |
| 2025 Q3 | Oct 16, 2025 |
Chilton Capital Management LLC Bradley J. Eixmann
|
View | AI, Rates, Global Markets | - | Artificial Intelligence, Fed policy, Global Equities, productivity, Rate Cuts |