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South Korea
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 4, 2026 |
AMG Yacktman Fund Stephen Yacktman
|
View | AI, Media, Value, Semiconductors, Electric Vehicles, South Korea | 000660.KS, 005930.KS, 012330.KS, AAPL, CNQ, FOXA, GOOGL, MSFT, MU, NFLX, NVDA, PEP, PG, SCHW, UHAL, UMG.AS, VIV.PA, WBD | AI, Electric Vehicles, free cash flow, long-term, Media, semiconductors, South Korea, value |
| 2025 Q4 | Jan 8, 2026 |
Oakmark International Fund David G. Herro
|
View | Value, Quality, Japan, South Korea | - | ETFs, Europe, international, Japan, Korea, Quality, value |
| 2025 Q4 | Jan 15, 2026 |
Baillie Gifford -Emerging Markets Alex Summers
|
View | AI, China, Commodities, Semiconductors, E-commerce, South Korea | 000333.SZ, 000660.KS, 005380.KS, 005930.KS, 0700.HK, 2318.HK, 2454.TW, 2939.TW, 300750.SZ, AXSB.NS, B3SA3.SA, BABA, FM.TO, IMP.JO, KMB.NS, MELI, NPN.JO, RELIANCE.NS, SE, SQM, TSM | AI, China, commodities, emerging markets, growth, semiconductors, South Korea, technology |
| 2025 Q4 | Feb 4, 2026 |
AMG Yacktman Focused Fund Stephen Yacktman
|
View | AI, Media, Value, Semiconductors, Electric Vehicles, South Korea | 005380.KS, 005930.KS, 012330.KS, AAPL, CNRL.TO, FOXA, MSFT, MU, NFLX, NVDA, PEP, SCHW, UHAL, WBD | AI, Auto Parts, free cash flow, Media, semiconductors, South Korea, technology, value |