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Selectivity
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 25, 2025 |
Davis Global Fund Danton Goei
|
View | Selectivity | 005930 KS, 3690 HK, 8001 JP, APP, COF, DSN GR, META, NTES, SOLV, TCOM, VTRS | durability, earnings growth, Global Equities, selectivity, Valuation discipline |
| 2024 Q1 | Apr 2, 2024 |
WestEnd Capital George Bolton
|
View | AI, Earnings, Selectivity | AXP, BA, NVDA, TSM | Artificial Intelligence, Data centers, earnings momentum, quality growth, Semiconductor Growth |